Best Financial Advisors in LEBANON, New Hampshire
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$303M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in LEBANON
#1
83
GLOBAL FOREST PARTNERS LP
LEBANON, NH · Since 2003
$3.5B AUM24 clientsFee: 0%
FiduciaryFee-Only
#2
82
THE WEALTH CONSERVATORY
LEBANON, NH · Since 2025
$138M AUM3 clientsFee: 0%
FiduciaryFee-Only
#3
79
AMERICAN TRUST INVESTMENT ADVISORS, LLC
LEBANON, NH · Since 2001
$303M AUM2 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 LEBANON?
The median advisory fee in LEBANON, NH is 0.95% of assets under management per year, based on Form ADV filings from 3 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.