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Find the Best Financial Advisors in New Hampshire

New Hampshire is a small state with a big personality. Its natural beauty, rich history, and vibrant economy make it a desirable place to live and work. As New Hampshire's population is expected to grow beyond 1.4 million and the cost of living is high, it's crucial for residents to understand the significance of planning for their financial future in this thriving state. Whether it's saving for retirement, creating a budget, or investing in the stock market, having a financial plan is crucial to achieving long-term financial goals. WiserAdvisor's directory of vetted financial advisors includes advisors with experience helping residents in and around the state of New Hampshire. Pre-screened financial advisors and firms in our network provide New Hampshire residents with valuable advice and personalized financial plans to help them identify their opportunities for financial growth. Therefore, if you're looking for a trustworthy financial advisor in New Hampshire, browse our list of vetted financial advisors and advisory firms and connect with the right advisor for your needs.

Finding the Top Financial Advisor in New Hampshire

Last Updated - November 21, 2023

New Hampshire has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 410 non-vetted advisors in your local area. These financial advisors in New Hampshire have an average of 16 years of experience.

NOTE: The list of vetted financial advisors in New Hampshire mentioned below does 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
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Years Not Specified $50,000 Fee-Based
PEAK Wealth Management LLC
20 Trafalgar Square, Suite 404,
Nashua, NH 03063
15 Years $100,000,000 $0 Fee-Only

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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,
Phone Number 888-610-8881

About Granite Bay Wealth Management, LLC

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.

Qualifications CRD# 7509696
Firm CRD# 281036

Compensation/Fee Fee-Only, Based on Assets

Office Location 20 Trafalgar Square, Suite 404,
Phone Number 857-248-1647

About PEAK Wealth Management LLC

PEAK Wealth Management LLC

As a smaller firm, we operate with the highest level of integrity and accountability; we have no hidden agendas or pressure to do anything other than what is in our client's best interest. Growing and protecting your wealth is our priority. We are a Registered Investment Advisory firm (RIA). We are therefore required to act as a fiduciary to our clients, which means that our advice must be in our clients' best interests. We are a fee-based advisor, and our fee is calculated as a percentage of the assets we manage. We thrive when your portfolio thrives, thus, our goals are aligned with your goals.

Advisory Services Provided:

Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts

Customer Reviews

Top Financial Advisor Firms in New Hampshire (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
273 Corporate Drive, Suite 250, Portsmouth, NH 3801
110 49 $8,835,781,776
A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
67 Etna Road, Suite 500, Lebanon, NH 3766
24 52 $3,473,912,000
A percentage of AUM, Fixed fees, Performance Based
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 3801
6 476 $1,279,596,000
A percentage of AUM, Fixed fees
686 Chestnut St, Manchester, NH 3104
8 893 $667,113,572
A percentage of AUM
40 South River Road, Bedford Place Unit 15, Bedford, NH 3110
11 1092 $418,005,280
A percentage of AUM, Hourly charges, Fixed fees
80 South Main Street, Hanover, NH 3755
10 1348 $381,375,682
A percentage of AUM
67 Etna Road, Suite 360, Lebanon, NH 03766-1358
5 214 $325,969,866
A percentage of AUM
Two International Drive, Suite 110, Portsmouth, NH 3801
10 1104 $274,411,301
A percentage of AUM, Hourly charges, Fixed fees
67 Winter Street, Keene, NH 3431
2 110 $245,760,025
A percentage of AUM, Fixed fees
64 Lyme Rd., Hanover, NH 3755
5 635 $239,236,405
A percentage of AUM, Hourly charges, Fixed fees
42 Middle St, Portsmouth, NH 3801
6 896 $176,668,505
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
573 Chesterfield Road, Hinsdale, NH 3251
1 59 $160,069,220
A percentage of AUM
360 Route 101, Suite 1301, Bedford, NH 3110
1 577 $118,622,100
A percentage of AUM, Fixed fees
40 South River Road, Unit 15, Bedford, NH 3110
2 41 $10,750,154
A percentage of AUM, Hourly charges
123 N. State Street, Unit 1, Concord, NH 3301
2 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
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    5 Bedford Farms, Fl 3, Bedford, NH  03110 603-391-0503
    1 Pillsbury St, Ste 100, Concord, NH  03301 603-715-8486
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    288 S River Rd, Bldg C, Bedford, NH  03110 603-232-8266
    74 Northeastern Blvd, Unit 17A, Nashua, NH  03062 603-598-9880
    1 Harbour Place, Ste 125, Portsmouth, NH  03801 603-422-8919
    1000 Elm St 14th, Fl, Manchester, NH  03101 603-629-0258
    84 W Broadway, Derry, NH  03038 603-434-2722
    50 Nashua Road, Suite 200, Londonderry, NH  03053 603-437-5056

      Frequently Asked Questions

      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 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?

      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.