Best Financial Advisors in EXETER, New Hampshire
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$595M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in EXETER
#1
100
CONSERVATION RESOURCE PARTNERS, LLC
EXETER, NH · Since 2012
$822M AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
BLUELINE ADVISORS
EXETER, NH · Since 2015
$247M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
95
LEDGEWOOD WEALTH ADVISORS, LLC
EXETER, NH · Since 2019
$217M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
AFFINITY INVESTMENT GROUP, LLC
EXETER, NH · Since 2002
$595M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
92
SUMMIT WEALTH GROUP LLC
EXETER, NH · Since 2015
$762M AUM7 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 EXETER?
The median advisory fee in EXETER, NH is 0.95% of assets under management per year, based on Form ADV filings from 5 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.