Best Financial Advisors in PORTSMOUTH, New Hampshire
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PORTSMOUTH
PRIME BUCHHOLZ LLC
PORTSMOUTH, NH · Since 1990
DAVID WENDELL ASSOCIATES, INC.
PORTSMOUTH, NH · Since 1994
IMPAX ASSET MANAGEMENT LLC
PORTSMOUTH, NH · Since 1972
CORNERSTONE FINANCIAL PLANNING, LLC
PORTSMOUTH, NH · Since 2016
FOUR TREE ISLAND ADVISORY LLC
PORTSMOUTH, NH · Since 2024
GRANITE BAY WEALTH MANAGEMENT, LLC
PORTSMOUTH, NH · Since 2015
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC
PORTSMOUTH, NH · Since 2018
CAPITAL DESIGN PRIVATE WEALTH LLC
PORTSMOUTH, NH · Since 2023
TIDE CYCLE RESOURCES LLC
PORTSMOUTH, NH · Since 2024
SECURE PLANNING
PORTSMOUTH, NH · Since 1998
HARBOR ADVISORY CORPORATION
PORTSMOUTH, NH · Since 1972
CHARTER OAK CAPITAL MANAGEMENT
PORTSMOUTH, NH · Since 2005
SEASCAPE CAPITAL MANAGEMENT,LLC
PORTSMOUTH, NH · Since 2014
NVEST FINANCIAL, LLC
PORTSMOUTH, NH · Since 2022
CMH WEALTH MANAGEMENT, LLC
PORTSMOUTH, NH · Since 2009
MATRIX CAPITAL MANAGEMENT COMPANY, LP
PORTSMOUTH, NH · Since 2012
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
PORTSMOUTH, NH · Since 2014
WELLESLEY ASSET MANAGEMENT, INC.
PORTSMOUTH, NH · Since 2002
ESSENTIAL PLANNING, LLC
PORTSMOUTH, NH · Since 1996
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 PORTSMOUTH?
The median advisory fee in PORTSMOUTH, NH is 0.95% of assets under management per year, based on Form ADV filings from 19 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.