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
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Top Rated Established Verified4 firms shown
Top-Ranked Advisors in CONCORD
#1
89
CARLSON INVESTMENTS
CONCORD, NH · Since 1989
$736M AUM8 clientsFee: 0%
FiduciaryFee-Only
#2
85
ATLAS FIDUCIARY SERVICES, INC.
CONCORD, NH · Since 2022
$269M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
78
WHITEGATE INVESTMENT COUNSELORS, INC.
CONCORD, NH · Since 1992
$545M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
77
VALPEY FINANCIAL SERVICES LLC
CONCORD, NH · Since 2020
$226M AUM1 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.