DAVID WENDELL ASSOCIATES, INC. is a Portsmouth, New Hampshire based financial advisory firm with nearly $1,279,596,000 in assets under management and provides investment advisory services for 476 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 106664 | |
| SEC#: | 801-47437 | |
| Assets under Management: | $1,279,596,000 | |
| No. of Clients: | 476 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Portfolio Management for Individuals, Portfolio Management for Business | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| THE HARBOR GROUP, INC. | 105637 | 801-22924 | 3193 | 15 | $1,543,409,151 |
| MASCOMA WEALTH MANAGEMENT | 174907 | 801-80982 | 1348 | 10 | $381,375,682 |
| GROVE STREET FIDUCIARY, LLC | 107703 | 801-43397 | 1191 | 5 | $358,757,735 |
| MILESTONE FINANCIAL PLANNING, LLC | 283439 | 801-107645 | 842 | 12 | $382,780,986 |
| CORNERSTONE FINANCIAL PLANNING, LLC | 129656 | 801-107703 | 820 | 8 | $266,577,193 |
| SEASCAPE CAPITAL MANAGEMENT,LLC | 126928 | 801-79293 | 583 | 6 | $299,978,752 |
| COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT | 286628 | 801-118174 | 552 | 4 | $130,847,487 |
| COHEN INVESTMENT ADVISORS, LLC | 168595 | 801-117592 | 551 | 5 | $151,793,393 |
| GRANITE FINANCIAL PARTNERS | 172241 | 801-113236 | 540 | 8 | $250,118,542 |
| FISHER FINANCIAL ADVISORS LLC | 289411 | 801-111086 | 537 | 6 | $187,382,001 |
| VALPEY FINANCIAL SERVICES LLC | 154154 | 801-118576 | 511 | 4 | $164,196,365 |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. | 283926 | 801-108079 | 508 | 4 | $286,328,020 |
| ROBBINS FARLEY LLC | 286581 | 801-118427 | 507 | 5 | $196,063,476 |
| CMH WEALTH MANAGEMENT, LLC | 150138 | 801-70154 | 484 | 7 | $616,990,175 |
| HARBOR ADVISORY CORPORATION | 105151 | 801-8915 | 411 | 3 | $391,747,800 |
| NORTHSTAR FINANCIAL PLANNING, LLC | 117205 | 801-113219 | 377 | 8 | $193,000,000 |