Best Financial Advisors in CONCORD, New Hampshire
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$545M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in CONCORD
#1
100
CARLSON INVESTMENTS
CONCORD, NH · Since 1989
$736M AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
100
ATLAS FIDUCIARY SERVICES, INC.
CONCORD, NH · Since 2022
$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
95
WHITEGATE INVESTMENT COUNSELORS, INC.
CONCORD, NH · Since 1992
$545M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
95
VALPEY FINANCIAL SERVICES LLC
CONCORD, NH · Since 2020
$226M AUM1 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in CONCORD?
The median advisory fee in CONCORD, NH is 0.95% of assets under management per year, based on Form ADV filings from 4 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.