Best financial advisors in Woodstock, NH

Registered advisers within 25 miles of Woodstock, NH.

Offices

26

Firms

17

Combined AUM

$3.78T

Firm-wide filings, not assets booked only here

Clients

663K

663,496 clients when Item 5C has a number

Avg / client

$5.69M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

264 Main St. Suite 8
Lincoln, NH 03251

WASHINGTON PEAK INVESTMENT ADVISORS LLC

31 VILLAGE ROAD SUITE 6
WATERVILLE VALLEY, NH 03215

CETERA INVESTMENT ADVISERS LLC

341 HIGHLAND STREET
PLYMOUTH, NH 03264

CITIZENS SECURITIES, INC.

20 HIGHLAND STREET MS: NH422
PLYMOUTH, NH 03264

14.7 miles away

OSAIC WEALTH, INC.

35 MAIN STREET
PLYMOUTH, NH 03264

14.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

300 MAIN ST
PLYMOUTH, NH 03264

16.3 miles away

MONEY CONCEPTS CAPITAL CORP

1033 Dorchester Road
Dorchester , NH 03266

16.9 miles away

CETERA INVESTMENT ADVISERS LLC

63 WEST ST. UNIT 1
ASHLAND, NH 03217

18.7 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

32 Whittier Hwy
Moultonborough, NH 03254

19.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

949 Whittier Hwy, Suite B
Moultonborough, NH 03254

20.6 miles away

EDWARD JONES

512 WHITTIER HIGHWAY SUITE 1
MOULTONBOROUGH, NH 03254

FOUNDATIONS INVESTMENT ADVISORS LLC

RED HILL BUSINESS CENTER 396 WHITTIER HIGHWAY, SUITE 1
MOULTONBOROUGH, NH 03254

21.1 miles away

LPL FINANCIAL LLC

37 ROUTE 25
PIERMONT, NH 03779

21.3 miles away

STIFEL, NICOLAUS & COMPANY, INCORPORATED

5 MAPLE STREET
WOODSVILLE, NH 03785

21.5 miles away

OSAIC INSTITUTIONS, INC.

47 Main Street North
Wells River, VT 05081

22.1 miles away

LPL FINANCIAL LLC

260 COTTAGE ST STE D
LITTLETON, NH 03561

22.6 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

14 Plymouth St Level 1
Meredith, NH 03253

23.3 miles away

CREATIVE FINANCIAL STRATEGIES, INC.

101 COTTAGE STREET
LITTLETON, NH 03561

23.4 miles away

EDWARD JONES

ONE MAIN STREET
LITTLETON, NH 03561

23.6 miles away

LPL FINANCIAL LLC

423 UNION STREET, SUITE 1
LITTLETON, NH 03561

23.6 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

WASHINGTON PEAK INVESTMENT ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

CITIZENS SECURITIES, INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MONEY CONCEPTS CAPITAL CORP

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

LPL FINANCIAL LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

OSAIC INSTITUTIONS, INC.

CREATIVE FINANCIAL STRATEGIES, INC.

Investors

Elizabeth Lynne Warren

JEFFERY PHILLIP COSSAR

Genevieve Rowell

DONALD EDWARD HANNIGAN

CARL ANDRES RICHARD RING

Killian Michael Dowd

NARESH SHANTILAL PATEL

JAMES RICHMOND SHUTTLEWORTH

CELESTE M MONAGHAN

Keith A Britton

Susan Marguerite McBournie

RANDALL ERNEST SAULNIER

Joseph C Marshall

STEVEN WAYNE AIKEN

Alan Joseph Marcelle

LEE ARTHUR PETERSEN

ROBERT JAMES KENNELLY

Jacqueline Page Taylor

KEVIN MICHAEL OBRIEN

Kim Russell Shillieto

GLENN ROY GARDNER

Within 25 miles of Woodstock, NH, Best Investors lists 17 registered investment advisory firms with 26 offices nearby, managing about $3.78T in combined regulatory AUM across 663,496 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Woodstock

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM