SEC-registered financial advisors in New Hampshire
This page lists 67 advisory firms with a main office in New Hampshire that are registered with the SEC and report individual clients. It is not every advisor in New Hampshire. Firms registered with New Hampshire's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in New Hampshire
Showing 24 of 67
- Affinity Investment Group, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- American Trust Investment Advisors, LLC$100M to $500MSEC recordPercentage of assets
- Apex Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Arca Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Arcadia Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Atlas Fiduciary Services, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Aurelius Family Office, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bartley Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bcas$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Birch Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Blueline Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bluestone Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Brendel Financial Advisors LLC$100M to $500MSEC recordPercentage of assets
- Brophy Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Design Private Wealth LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Carlson Investments$500M to $1BSEC recordPercentage of assets
- CMH Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Cohen Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Cornerstone Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Curbstone Financial Management Corp.$100M to $500MSEC recordPercentage of assets
- David Wendell Associates, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Davis Wealth Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Eldridge Investment Advisors Inc$500M to $1BSEC recordPercentage of assets
- Essential Planning, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Fairscale Capital, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Financial Management Associates, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Four Tree Island Advisory LLC$100M to $500MSEC recordPercentage of assets
- Futuremoney RIAUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Gassman Financial LLC$100M to $500MSEC recordPercentage of assets
- Glenwood Investment Group, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Granite State Retirement Planning, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Granite Value Capital, LLC$25M to $100MSEC recordPercentage of assets
- Grove Street Fiduciary, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hager Investment Management Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Harbor Advisory Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Independence Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- JMH Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Ledgewood Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Loudon Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Lumbard & Kellner, LLC$100M to $500MSEC recordPercentage of assets
- Mardin Capital Group$100M to $500MSEC recordPercentage of assets
- Mascoma Wealth Management$500M to $1BSEC recordPercentage of assets
- Measured Wealth Private Client Group, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Michael D. Taxman Investment Management$100M to $500MSEC recordPercentage of assets
- Middle Street Capital, LLC$100M to $500MSEC recordPercentage of assets
- Milestone Financial Planning, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Northeast Planning Associates, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northstar Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Nvest Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Peak Wealth Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Prime Buchholz LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Robbins Farley LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Robert A. Zock & Co., Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Saltbox Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Secure Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Steele Street Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Summit Wealth Group LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sweeney Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Eideard Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- The Foundry Financial Group, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- The Harbor Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Wealth Conservatory$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Three Bearings Fiduciary Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tide Cycle Resources LLC$1B or moreSEC recordPercentage of assets
- Valpey Financial Services LLC$100M to $500MSEC recordPercentage of assetsHourly
- Wellesley Asset Management, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Whitegate Investment Counselors, Inc.$500M to $1BSEC recordPercentage of assetsHourly
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.