AdvisorRanked

Best Financial Advisors in New Hampshire

76 SEC-registered advisory firms across 21 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

76
Registered Firms
21
Cities
0.95%
Median Fee
of assets/year
76
In Database
firms listed

Trust Score Distribution — New Hampshire Advisors

Cities in New Hampshire

12 cities

Top-Ranked Advisors in New Hampshire

Page 1 of 4 · 76 firms

#1
93

IMPAX ASSET MANAGEMENT LLC

PORTSMOUTH, NH · Since 1972

$8.9B AUM30 clientsFee: 0%
FiduciaryFee-Only
#2
92

PRIME BUCHHOLZ LLC

PORTSMOUTH, NH · Since 1990

$14.1B AUM69 clientsFee: 0%
FiduciaryFee-Only
#3
91

DAVID WENDELL ASSOCIATES, INC.

PORTSMOUTH, NH · Since 1994

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
89

CARLSON INVESTMENTS

CONCORD, NH · Since 1989

$736M AUM8 clientsFee: 0%
FiduciaryFee-Only
#5
89

CONSERVATION RESOURCE PARTNERS, LLC

EXETER, NH · Since 2012

$822M AUM7 clientsFee: 0%
FiduciaryFee-Only
#6
89

BROPHY WEALTH MANAGEMENT, LLC

BEDFORD, NH · Since 2013

$533M AUM4 clientsFee: 0%
FiduciaryFee-Only
#7
88

BCAS

BEDFORD, NH · Since 1985

$466M AUM5 clientsFee: 0%
FiduciaryFee-Only
#8
88

LOUDON INVESTMENT MANAGEMENT, LLC

WEST LEBANON, NH · Since 2003

$232M AUM3 clientsFee: 0%
FiduciaryFee-Only
#9
88

LUMBARD & KELLNER, LLC

HOLLIS, NH · Since 2003

$444M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
88

MASCOMA WEALTH MANAGEMENT

HANOVER, NH · Since 2015

$568M AUM9 clientsFee: 0%
FiduciaryFee-Only
#11
88

BEXIL ADVISERS LLC

WALPOLE, NH · Since 2010

$307M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
87

GROVE STREET FIDUCIARY, LLC

PETERBOROUGH, NH · Since 1993

$413M AUM2 clientsFee: 0%
FiduciaryFee-Only
#13
87

NORTHEAST PLANNING ASSOCIATES, INC.

BEDFORD, NH · Since 2017

$414M AUM69 clientsFee: 0%
FiduciaryFee-Only
#14
87

BLUELINE ADVISORS

EXETER, NH · Since 2015

$247M AUM3 clientsFee: 0%
FiduciaryFee-Only
#15
87

GRANITE BAY WEALTH MANAGEMENT, LLC

PORTSMOUTH, NH · Since 2015

$588M AUM6 clientsFee: 0%
FiduciaryFee-Only
#16
87

THREE BEARINGS FIDUCIARY ADVISORS, INC.

HAMPTON, NH · Since 2016

$351M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
87

MIDAS MANAGEMENT CORPORATION

WALPOLE, NH · Since 1995

$93M AUM3 clientsFee: 0%
FiduciaryFee-Only
#18
86

CORNERSTONE FINANCIAL PLANNING, LLC

PORTSMOUTH, NH · Since 2016

$401M AUM6 clientsFee: 0%
FiduciaryFee-Only
#19
86

INDEPENDENCE FINANCIAL ADVISORS, LLC

FRANKLIN, NH · Since 2015

$464M AUM7 clientsFee: 0%
FiduciaryFee-Only
#20
86

TIDE CYCLE RESOURCES LLC

PORTSMOUTH, NH · Since 2024

$1.9B AUM2 clientsFee: 0%
FiduciaryFee-Only
#21
85

NORTHSTAR FINANCIAL PLANNING, LLC

WINDHAM, NH · Since 2018

$276M AUM6 clientsFee: 0%
FiduciaryFee-Only
#22
85

ARCADIA WEALTH MANAGEMENT, LLC

MANCHESTER, NH · Since 2021

$446M AUM11 clientsFee: 0%
FiduciaryFee-Only
#23
85

OPTION RESEARCH & TECHNOLOGY SERVICES, LLC

PORTSMOUTH, NH · Since 2018

$0 AUM5 clientsFee: 0%
FiduciaryFee-Only
#24
85

APEX WEALTH MANAGEMENT, LLC

BEDFORD, NH · Since 2021

$191M AUM2 clientsFee: 0%
FiduciaryFee-Only
#25
85

ATLAS FIDUCIARY SERVICES, INC.

CONCORD, NH · Since 2022

$269M AUM4 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in New Hampshire

How many financial advisors are registered in New Hampshire?
There are 76 SEC-registered investment advisory firms in New Hampshire, spread across 21 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in New Hampshire?
The median advisory fee in New Hampshire is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.