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Find Top Financial Advisors in Bedford, New Hampshire

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Bedford, New Hampshire

Last Updated - November 27, 2023

Bedford has 4 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 48 non-vetted advisors in your local area. These financial advisors in Bedford, New Hampshire have an average of 19 years of experience.

NOTE: The list of vetted financial advisors in Bedford, 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 Bedford, New Hampshire.

Qualified Financial Advisors in Bedford, New Hampshire

Financial Advisor Experience AUM Minimum Assets Fee Structure
PEAK Wealth Management LLC
20 Trafalgar Square, Suite 404,
Nashua, NH 03063
15 Years $100,000,000 $0 Fee-Only
Joseph Skees
767 Islington Street,
Unit 1D,
Portsmouth, NH 03801
18 Years Not Specified $50,000 Fee-Based
Allworth Financial
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based
Jonathan Straus
CSNA (Certified Special Needs Advisor)
254 Second Avenue, Suite 130,
Needham, MA 02494
24 Years $24,000,000,000 $25,000,000 Fee-Based

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Information on Qualified Financial Advisors in Bedford, New Hampshire

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

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 Firm CRD# 111167

Compensation/Fee Fee-Based

Office Location 800 South Street Suite 350,
Phone Number 888-242-6766

About Allworth Financial

Allworth Financial

Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.

Advisory Services Provided:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Compensation/Fee Fee-Based, Based on Assets

Office Location 254 Second Avenue, Suite 130,
Phone Number 617-431-5155

Jonathan is the Founding Principal of Commons Capital. He has worked for many of the big Wall Street firms over his career including Smith Barney, Tucker Anthony, RBC Dain Rauscher, Advest and Merrill Lynch/Bank of America  three of them by way of acquisition. Jonathan has an extensive background providing comprehensive wealth management advice and services to individuals, multigenerational families, businesses and institutions. He is a member of a select group of advisors who can offer personalized, discretionary asset management services. This enables him to function as your personal portfolio manager and to construct a portfolio that is aligned with your investment objectives, time horizon, risk tolerance, and overall financial strategy. For the last 13 consecutive years, Jonathan received the Boston Magazine FIVE STAR Wealth Manager Award for Overall Satisfaction. Five Star Professional partnered with Boston Magazine to conduct research to identify a select group of wealth managers who are exceptional in both their ability and their commitment to overall satisfaction. Fewer than 3% of the 20,000 wealth managers in the Boston area were selected. For the last 12 years, Jonathan was named to the Barron's Winners Circle Top Independent Advisors and invited to attend the annual conference. The Barron's Winner's Circle Top Independent Advisors Summit brings together the best in the business. It is designed to facilitate a free-flowing exchange of information, ideas and insights through peer-based communication and an unwavering focus on best practices and winning wealth management strategies.

About Commons Capital

Commons Capital

Commons Capital is an independent, boutique private wealth management firm delivering an extraordinary multi-family office experience. Founded in 2009, the firm is headquartered in Needham, Massachusetts and maintains an office in New York City. We were established on the belief that we can greatly improve on the traditional Wall Street relationship. While economies of scale may substantially benefit financial institutions, they also create potential costs in the form of conflicts of interest. Our independence frees us from those biases and allows us to focus on what is important  you. We have created a dynamic organization offering effective, flexible, and visionary financial services to a select client base, transcending the capabilities and limitations of traditional firms. We work across continents and across cultures, calling upon all that our distinctive team have learned and have lived, to create innovative and decisive possibilities with the certainty of action.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities

Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
331 South River Road, Bedford, NH 3110
15 3193 $1,543,409,151
A percentage of AUM, Hourly charges, Fixed fees
10 Corporate Drive, Suite 2204, Bedford, NH 3110
11 4 $771,163,525
A percentage of AUM, Performance Based
40 South River Road, Bedford Place Unit 15, Bedford, NH 3110
11 1092 $418,005,280
A percentage of AUM, Hourly charges, Fixed fees
3 Executive Park Drive, Suite 200, Bedford, NH 3110
12 842 $382,780,986
A percentage of AUM, Fixed fees
1 Bedford Farms Dr, Suite 102, Bedford, NH 3110
8 600 $340,651,495
A percentage of AUM, Hourly charges, Fixed fees
360 Route 101, Suite 13c, Bedford, NH 3110
7 280 $318,712,694
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT)
43 Constitution Drive, Bedford, NH 3110
125 1518 $285,239,436
A percentage of AUM, Hourly charges, Fixed fees
6 Bedford Farms Drive, Suite 112, Bedford, NH 3110
5 507 $196,063,476
A percentage of AUM, Hourly charges, Fixed fees
264 South River Road, Suite 414, Bedford, NH 3110
5 551 $151,793,393
A percentage of AUM
360 Route 101, Suite 1301, Bedford, NH 3110
1 577 $118,622,100
A percentage of AUM, Fixed fees
169 South River Road, Suite 17, Bedford, NH 3110
4 424 $114,398,720
A percentage of AUM, Hourly charges, Fixed fees
1 Hardy Rd, #400, Bedford, NH 3110
1 184 $106,519,918
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

    List of Additional Advisors in Bedford, New Hampshire*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    5 Bedford Farms, Fl 3, Bedford, NH  03110 603-391-0503
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    288 S River Rd, Bldg C, Bedford, NH  03110 603-232-8266
    40 S. River Road, Unit 15, Bedford, NH  03110 603-668-2303
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    288 S River Rd, Bldg C, Bedford, NH  03110 603-606-8960
    116 S River Rd, Bldg E, Bedford, NH  03110 603-606-4910
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    262 S River Rd, Ste 201, Bedford, NH  03110 603-606-4255
    406 Riverway Pl, Bedford, NH  03110 603-296-0022

      Select other cities around Bedford, New Hampshire to broaden your search for a financial advisor

      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.

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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?

      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.

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