Search Results

74 advisors in new hampshire
FirmFeeAUMMin.Clients

AFFINITY INVESTMENT GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #117191
Typical Fee--
AUM$515M
Minimum--
Clients1,550

AMERICAN TRUST INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lebanon, New HampshireCRD #114439
Typical Fee--
AUM$497M
Minimum--
Clients277

APEX WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #317091
Typical Fee--
AUM$191M
Minimum--
Clients271

ARCADIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, New HampshireCRD #284925
Typical Fee--
AUM$446M
Minimum--
Clients2,014

ATLAS FIDUCIARY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, New HampshireCRD #321271
Typical Fee--
AUM$269M
Minimum--
Clients122

AURELIUS FAMILY OFFICE, LLC

Also Compensated via Product Sales
Bedford, New HampshireCRD #323016
Typical Fee1.25%
AUM$266M
Minimum--
Clients660

BARTLEY FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #124293
Typical Fee--
AUM$140M
Minimum--
Clients597

BCAS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #105666
Typical Fee--
AUM$388M
Minimum--
Clients638

BEXIL ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walpole, New HampshireCRD #154387
Typical Fee--
AUM$307M
Minimum--
Clients1

BIRCH FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Keene, New HampshireCRD #332057
Typical Fee1.25%
AUM$265M
Minimum--
Clients652

BLUELINE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #164642
Typical Fee--
AUM$211M
Minimum--
Clients464

BLUESTONE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Keene, New HampshireCRD #137959
Typical Fee--
AUM$273M
Minimum--
Clients118

BRENDEL FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hanover, New HampshireCRD #288927
Typical Fee--
AUM$226M
Minimum--
Clients650

BROPHY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #169894
Typical Fee--
AUM$513M
Minimum--
Clients1,177

CAPITAL DESIGN PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #300472
Typical Fee--
AUM$91M
Minimum--
Clients466

CARLSON INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, New HampshireCRD #105729
Typical Fee--
AUM$695M
Minimum--
Clients901

CHARTER OAK CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #120870
Typical Fee--
AUM$1.4B
Minimum--
Clients1,359

CMH WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #150138
Typical Fee--
AUM$813M
Minimum--
Clients704

COHEN INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #168595
Typical Fee--
AUM$226M
Minimum--
Clients758

CONSERVATION RESOURCE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #160706
Typical Fee--
AUM$778M
Minimum--
Clients5

CORNERSTONE FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #129656
Typical Fee--
AUM$336M
Minimum--
Clients968

CREEGAN & NASSOURA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #116663
Typical Fee--
AUM$282M
Minimum--
Clients367

CURBSTONE FINANCIAL MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, New HampshireCRD #13348
Typical Fee--
AUM$385M
Minimum--
Clients606

DAVID WENDELL ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #106664
Typical Fee--
AUM$1.3B
Minimum--
Clients482

DAVIS WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Salem, New HampshireCRD #287736
Typical Fee--
AUM$159M
Minimum--
Clients460

ELDRIDGE INVESTMENT ADVISORS INC

Fee-Only, No ConflictsClean Record
Manchester, New HampshireCRD #106380
Typical Fee--
AUM$791M
Minimum--
Clients969

ESSENTIAL PLANNING, LLC

Fee-OnlyAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #106651
Typical Fee--
AUM$440M
Minimum--
Clients1,995

FAIRSCALE CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Nashua, New HampshireCRD #165535
Typical Fee--
AUM$208M
Minimum--
Clients534

FOUR TREE ISLAND ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #158851
Typical Fee--
AUM$163M
Minimum--
Clients56

FUTUREMONEY RIA

Fee-Only, No ConflictsClean Record
Manchester, New HampshireCRD #329835
Typical Fee--
AUM$463K
Minimum--
Clients8,174
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