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Find Best Financial Advisors in New Hampshire

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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.

Finding the Top Financial Advisor in New Hampshire
Last Updated - 23-Nov-2022

New Hampshire has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 385 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

Information on Qualified Financial Advisors in New Hampshire

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

About Granite Bay Wealth Management, LLC

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

    List of Additional Advisors in New Hampshire*

    * 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
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      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.

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      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?