Best Financial Advisors in PORTSMOUTH, New Hampshire
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in PORTSMOUTH
IMPAX ASSET MANAGEMENT LLC
PORTSMOUTH, NH · Since 1972
PRIME BUCHHOLZ LLC
PORTSMOUTH, NH · Since 1990
DAVID WENDELL ASSOCIATES, INC.
PORTSMOUTH, NH · Since 1994
GRANITE BAY WEALTH MANAGEMENT, LLC
PORTSMOUTH, NH · Since 2015
CORNERSTONE FINANCIAL PLANNING, LLC
PORTSMOUTH, NH · Since 2016
TIDE CYCLE RESOURCES LLC
PORTSMOUTH, NH · Since 2024
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC
PORTSMOUTH, NH · Since 2018
FOUR TREE ISLAND ADVISORY LLC
PORTSMOUTH, NH · Since 2024
CAPITAL DESIGN PRIVATE WEALTH LLC
PORTSMOUTH, NH · Since 2023
MATRIX CAPITAL MANAGEMENT COMPANY, LP
PORTSMOUTH, NH · Since 2012
CHARTER OAK CAPITAL MANAGEMENT
PORTSMOUTH, NH · Since 2005
HARBOR ADVISORY CORPORATION
PORTSMOUTH, NH · Since 1972
CMH WEALTH MANAGEMENT, LLC
PORTSMOUTH, NH · Since 2009
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
PORTSMOUTH, NH · Since 2014
SEASCAPE CAPITAL MANAGEMENT,LLC
PORTSMOUTH, NH · Since 2014
NVEST FINANCIAL, LLC
PORTSMOUTH, NH · Since 2022
SECURE PLANNING
PORTSMOUTH, NH · Since 1998
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 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 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.