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Find Top Financial Advisors in Portsmouth, 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 Portsmouth, New Hampshire

Last Updated - November 30, 2023

Portsmouth has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 50 non-vetted advisors in your local area. These financial advisors in Portsmouth, New Hampshire have an average of 18 years of experience.

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

Qualified Financial Advisors in Portsmouth, 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 Years Not Specified $50,000 Fee-Based
Allworth Financial
ALLWORTH FINANCIAL
800 South Street Suite 350,
Waltham, MA 02453
Not Disclosed Not Specified Not Specified Fee-Based

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Information on Qualified Financial Advisors in Portsmouth, 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

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,
Waltham,
MA
02453
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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
PRIME BUCHHOLZ LLC
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)
LAKE STREET ADVISORS
145 Maplewood Avenue, Suite 210, Portsmouth, NH 3801
35 1524 $3,395,378,209
A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)
DAVID WENDELL ASSOCIATES, INC.
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 3801
6 476 $1,279,596,000
A percentage of AUM, Fixed fees
CHARTER OAK CAPITAL MANAGEMENT
Two International Drive, Suite 325, Portsmouth, NH 3801
18 3439 $890,337,223
A percentage of AUM, Hourly charges, Fixed fees
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
303 Islington Street, Portsmouth, NH 3801
11 1442 $447,857,247
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
HARBOR ADVISORY CORPORATION
500 Market St., Ste 11, Portsmouth, NH 3801
3 411 $391,747,800
A percentage of AUM, Hourly charges, Fixed fees
ESSENTIAL PLANNING, LLC
500 Market Street, Unit 1d, Portsmouth, NH 3801
7 1481 $332,578,207
A percentage of AUM, Hourly charges, Fixed fees
SEASCAPE CAPITAL MANAGEMENT,LLC
99 Bow Street, Suite 300 East, Portsmouth, NH 3801
6 583 $299,978,752
A percentage of AUM
GRANITE BAY WEALTH MANAGEMENT, LLC
767 Islington St., Unit 1-D, Portsmouth, NH 3801
6 1098 $292,496,013
A percentage of AUM, Hourly charges, Fixed fees
NVEST FINANCIAL, LLC
Two International Drive, Suite 110, Portsmouth, NH 3801
10 1104 $274,411,301
A percentage of AUM, Hourly charges, Fixed fees
CORNERSTONE FINANCIAL PLANNING, LLC
210 Commerce Way, Suite 230, Portsmouth, NH 3801
8 820 $266,577,193
A percentage of AUM, Hourly charges, Fixed fees
CREEGAN & NASSOURA FINANCIAL GROUP, LLC
117 Bow Street, Suite 111, Portsmouth, NH 03801-3851
2 348 $229,178,817
A percentage of AUM, Hourly charges, Fixed fees
CLARK ASSET MANAGEMENT, LLC
170 Commerce Way, Suite 200, Portsmouth, NH 3801
8 291 $199,376,740
Fixed fees
SECURE PLANNING
42 Middle St, Portsmouth, NH 3801
6 896 $176,668,505
A percentage of AUM, Hourly charges, Fixed fees, Commision Based
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT
110 Chapel St., Portsmouth, NH 3801
4 552 $130,847,487
A percentage of AUM, Fixed fees

    List of Additional Advisors in Portsmouth, 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
    1 Harbour Place, Ste 125, Portsmouth, NH  03801 603-422-8919
    1 Harbour Place, Ste 125, Portsmouth, NH  03801 603-422-8900
    314 Middle St, Portsmouth, NH  03801 603-501-0324
    314 Middle St, Portsmouth, NH  03801 978-474-9905
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080
    25 Chestnut St, Ste 300N, Portsmouth, NH  03801 603-430-9080

      Select other cities around Portsmouth, 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.

      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.