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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
A densely populated state like New Hampshire has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in New Hampshire and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.
New Hampshire
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
393
non-vetted advisors in your local area. These financial advisors in
New Hampshire
have an average of
18
years of experience.
NOTE: The list of financial
advisors in
New Hampshire
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
New Hampshire.
| List of Qualified Financial Advisors in New Hampshire | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Joseph Skees
CFP®, ChFC® GRANITE BAY WEALTH MANAGEMENT, LLC 767 Islington Street, Unit 1D, Portsmouth, NH 03801 |
18 | Not Specified | $50,000 | Fee-Based |
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Compensation/Fee Fee-Based
Office Location
767 Islington Street,
Unit 1D,
Portsmouth,
NH
03801
Phone Number
888-610-8881
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals. We serve individuals and businesses in all areas of investment planning, including: - Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
Top Financial Advisor Firms in New Hampshire (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PRIME BUCHHOLZ LLC
273 Corporate Drive, Suite 250, Portsmouth, NH 3801 |
$8,835,781,776 | 49 |
A percentage of AUM Fixed fees Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| GLOBAL FOREST PARTNERS LP
67 Etna Road , Suite 500, Lebanon, NH 3766 |
$3,473,912,000 | 52 |
A percentage of AUM Fixed fees Performance Based |
| DAVID WENDELL ASSOCIATES, INC.
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 3801 |
$1,279,596,000 | 476 |
A percentage of AUM Fixed fees |
| ELDRIDGE INVESTMENT ADVISORS INC
686 Chestnut St, Manchester, NH 3104 |
$667,113,572 | 893 |
A percentage of AUM |
| BROPHY WEALTH MANAGEMENT, LLC
40 South River Road , Bedford Place Unit 15, Bedford, NH 3110 |
$418,005,280 | 1092 |
A percentage of AUM Hourly charges Fixed fees |
| MASCOMA WEALTH MANAGEMENT
80 South Main Street, Hanover, NH 3755 |
$381,375,682 | 1348 |
A percentage of AUM |
| AMERICAN TRUST INVESTMENT ADVISORS, LLC
67 Etna Road , Suite 360, Lebanon, NH 03766-1358 |
$325,969,866 | 214 |
A percentage of AUM |
| NVEST FINANCIAL, LLC
Two International Drive , Suite 110, Portsmouth, NH 3801 |
$274,411,301 | 1104 |
A percentage of AUM Hourly charges Fixed fees |
| BLUESTONE WEALTH MANAGEMENT LLC
67 Winter Street, Keene, NH 3431 |
$245,760,025 | 110 |
A percentage of AUM Fixed fees |
| BRENDEL FINANCIAL ADVISORS LLC
64 Lyme Rd., Hanover, NH 3755 |
$239,236,405 | 635 |
A percentage of AUM Hourly charges Fixed fees |
| SECURE PLANNING
42 Middle St, Portsmouth, NH 3801 |
$176,668,505 | 896 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| HODGE FINANCIAL SERVICES, LLC
573 Chesterfield Road, Hinsdale, NH 3251 |
$160,069,220 | 59 |
A percentage of AUM |
| GRANITE STATE RETIREMENT PLANNING, INC.
360 Route 101 , Suite 1301, Bedford, NH 3110 |
$118,622,100 | 577 |
A percentage of AUM Fixed fees |
| GRODMAN FINANCIAL GROUP, LLC
40 South River Road , Unit 15, Bedford, NH 3110 |
$10,750,154 | 41 |
A percentage of AUM Hourly charges |
| ATLAS FIDUCIARY SERVICES, INC.
123 N. State Street , Unit 1, Concord, NH 3301 |
$0 | 0 |
A percentage of AUM Hourly charges |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andy Chace Inquire with Andy |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
| Brian Caldwell Inquire with Brian |
5 Bedford Farms, Fl 3, Bedford, NH 03110 | 603-391-0503 |
| Adam Davidson Inquire with Adam |
1 Pillsbury St, Ste 100, Concord, NH 03301 | 603-715-8486 |
| Brent Kiley Inquire with Brent |
262 S River Rd, Ste 201, Bedford, NH 03110 | 603-606-4255 |
| Arthur Meconi Inquire with Arthur |
288 S River Rd, Bldg C, Bedford, NH 03110 | 603-232-8266 |
| Andrea Riley Arnesen Inquire with Andrea |
74 Northeastern Blvd, Unit 17A, Nashua, NH 03062 | 603-598-9880 |
| Bruce Addison Inquire with Bruce |
1 Harbour Place, Ste 125, Portsmouth, NH 03801 | 603-422-8919 |
| Austin Cornish Inquire with Austin |
1000 Elm St 14th, Fl, Manchester, NH 03101 | 603-629-0258 |
| Andrew Lane Inquire with Andrew |
84 W Broadway, Derry, NH 03038 | 603-434-2722 |
| Applied Capital Management, Inc. Inquire with Applied |
50 Nashua Road, Suite 200, Londonderry, NH 03053 | 603-437-5056 |
Grow your AUM with pre-qualified leads!
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
