COHEN INVESTMENT ADVISORS, LLC - Financial Advisor in New Hampshire, Bedford

Tel: (603) 232-8350 264 South River Road Suite 414 Bedford, New Hampshire 03110

About COHEN INVESTMENT ADVISORS, LLC

COHEN INVESTMENT ADVISORS, LLC is a Bedford, New Hampshire based financial advisory firm with nearly $188,304,755 in assets under management and provides investment advisory services for 701 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

168595

Firm SEC#:

801-117592

Assets Under Management:

$188,304,755

No. of Clients:

701

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Fee Structure:

A percentage of AUM

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New Hampshire?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New Hampshire, Bedford

FirmCRD#:105637

SEC#:801-22924

No. of Advisors:22

No. of Clients:3608

AUM:$1,734,378,971

FirmCRD#:156954

SEC#:801-73288

No. of Advisors:10

No. of Clients:4

AUM:$584,492,702

FirmCRD#:283439

SEC#:801-107645

No. of Advisors:20

No. of Clients:1035

AUM:$486,717,369

FirmCRD#:169894

SEC#:801-78964

No. of Advisors:8

No. of Clients:119

AUM:$407,347,805

FirmCRD#:105666

SEC#:801-25587

No. of Advisors:9

No. of Clients:620

AUM:$346,387,223

FirmCRD#:131406

SEC#:801-110475

No. of Advisors:122

No. of Clients:1318

AUM:$301,435,475

FirmCRD#:139834

SEC#:801-66396

No. of Advisors:6

No. of Clients:280

AUM:$273,557,460

FirmCRD#:323016

SEC#:801-126682

No. of Advisors:9

No. of Clients:660

AUM:$265,861,275

FirmCRD#:286581

SEC#:801-118427

No. of Advisors:5

No. of Clients:680

AUM:$225,082,765

FirmCRD#:317091

SEC#:801-122628

No. of Advisors:2

No. of Clients:264

AUM:$170,183,968

FirmCRD#:141899

SEC#:801-123509

No. of Advisors:1

No. of Clients:486

AUM:$132,049,467

FirmCRD#:124293

SEC#:801-121433

No. of Advisors:4

No. of Clients:509

AUM:$128,487,946

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

THE HARBOR GROUP, INC.

105637

801-22924

3608

$1,734,378,971

ALTERNA CAPITAL PARTNERS LLC

156954

801-73288

$584,492,702

MILESTONE FINANCIAL PLANNING, LLC

283439

801-107645

1035

$486,717,369

BROPHY WEALTH MANAGEMENT, LLC

169894

801-78964

119

$407,347,805

BCAS

105666

801-25587

620

$346,387,223

NORTHEAST PLANNING ASSOCIATES, INC.

131406

801-110475

1318

122

$301,435,475

THE EIDEARD GROUP, LLC

139834

801-66396

280

$273,557,460

AURELIUS FAMILY OFFICE, LLC

323016

801-126682

660

$265,861,275

ROBBINS FARLEY LLC

286581

801-118427

680

$225,082,765

APEX WEALTH MANAGEMENT, LLC

317091

801-122628

264

$170,183,968

GRANITE STATE RETIREMENT PLANNING, INC.

141899

801-123509

486

$132,049,467

BARTLEY FINANCIAL ADVISORS, LLC

124293

801-121433

509

$128,487,946

Explore More Financial Advisor Firms in Bedford, New Hampshire >>