Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund Market

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Epping, NH

Every SEC-registered investment adviser representative at a firm office in Epping, with the firms that employ the most of them.

7 registered advisors work in Epping; the most are at Strategic Advisers LLC (3). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in Epping

FirmAdvisors in Epping
Strategic Advisers LLC3
Edward Jones news2
State Farm Investment Management Corp.1
Td Private Client Wealth LLC1

Advisors in Epping, A to Z

Search all of New Hampshire →

Other cities in New Hampshire

All of New Hampshire →

Merrimack 536Portsmouth 343Bedford 312Manchester 279Nashua 161Concord 142Salem 67Londonderry 54Hanover 51Dover 44Windham 44Keene 41Exeter 40Milford 30Rochester 25Wolfeboro 25Amherst 24Hudson 23Laconia 23Lebanon 23Hampton 21Derry 19Peterborough 18Rye 18

Questions

How many financial advisors are in Epping, NH?

7 investment adviser representatives are registered at firm offices in Epping, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 7 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Epping?

Strategic Advisers LLC, with 3 registered advisors in Epping, followed by Edward Jones with 2.

How do I check a financial advisor in Epping?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.