Best Financial Advisors in New Hampshire
76 SEC-registered advisory firms across 21 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in New Hampshire
PORTSMOUTH, NH
BEDFORD, NH
MANCHESTER, NH
HANOVER, NH
EXETER, NH
CONCORD, NH
LEBANON, NH
NASHUA, NH
SALEM, NH
WINDHAM, NH
KEENE, NH
WALPOLE, NH
Top-Ranked Firms in New Hampshire
BCAS
BEDFORD, NH · Since 1985
CARLSON INVESTMENTS
CONCORD, NH · Since 1989
PRIME BUCHHOLZ LLC
PORTSMOUTH, NH · Since 1990
DAVID WENDELL ASSOCIATES, INC.
PORTSMOUTH, NH · Since 1994
GROVE STREET FIDUCIARY, LLC
PETERBOROUGH, NH · Since 1993
LOUDON INVESTMENT MANAGEMENT, LLC
WEST LEBANON, NH · Since 2003
IMPAX ASSET MANAGEMENT LLC
PORTSMOUTH, NH · Since 1972
THE WEALTH CONSERVATORY
LEBANON, NH · Since 2025
LUMBARD & KELLNER, LLC
HOLLIS, NH · Since 2003
NORTHSTAR FINANCIAL PLANNING, LLC
WINDHAM, NH · Since 2018
CORNERSTONE FINANCIAL PLANNING, LLC
PORTSMOUTH, NH · Since 2016
NORTHEAST PLANNING ASSOCIATES, INC.
BEDFORD, NH · Since 2017
GLENWOOD INVESTMENT GROUP, LLC
MANCHESTER, NH · Since 2021
JMH WEALTH MANAGEMENT, LLC
HANOVER, NH · Since 2025
INDEPENDENCE FINANCIAL ADVISORS, LLC
FRANKLIN, NH · Since 2015
FOUR TREE ISLAND ADVISORY LLC
PORTSMOUTH, NH · Since 2024
CONSERVATION RESOURCE PARTNERS, LLC
EXETER, NH · Since 2012
BLUELINE ADVISORS
EXETER, NH · Since 2015
FAIRSCALE CAPITAL, LLC
NASHUA, NH · Since 2022
BROPHY WEALTH MANAGEMENT, LLC
BEDFORD, NH · Since 2013
GRANITE BAY WEALTH MANAGEMENT, LLC
PORTSMOUTH, NH · Since 2015
MASCOMA WEALTH MANAGEMENT
HANOVER, NH · Since 2015
THREE BEARINGS FIDUCIARY ADVISORS, INC.
HAMPTON, NH · Since 2016
ARCADIA WEALTH MANAGEMENT, LLC
MANCHESTER, NH · Since 2021
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC
PORTSMOUTH, NH · Since 2018
CAPITAL DESIGN PRIVATE WEALTH LLC
PORTSMOUTH, NH · Since 2023
APEX WEALTH MANAGEMENT, LLC
BEDFORD, NH · Since 2021
GASSMAN FINANCIAL LLC
SALEM, NH · Since 2026
ATLAS FIDUCIARY SERVICES, INC.
CONCORD, NH · Since 2022
FINANCIAL MANAGEMENT ASSOCIATES, LLC
WINDHAM, NH · Since 2023
FUTUREMONEY RIA
MANCHESTER, NH · Since 2024
TIDE CYCLE RESOURCES LLC
PORTSMOUTH, NH · Since 2024
BIRCH FINANCIAL GROUP
KEENE, NH · Since 2024
SOONER PRIVATE FINANCIAL LLC
SALEM, NH · Since 2026
MARDIN CAPITAL GROUP
RYE, NH · Since 2026
MIDAS MANAGEMENT CORPORATION
WALPOLE, NH · Since 1995
BEXIL ADVISERS LLC
WALPOLE, NH · Since 2010
CURBSTONE FINANCIAL MANAGEMENT CORP.
MANCHESTER, NH · Since 2006
SECURE PLANNING
PORTSMOUTH, NH · Since 1998
HARBOR ADVISORY CORPORATION
PORTSMOUTH, NH · Since 1972
THE HARBOR GROUP, INC.
BEDFORD, NH · Since 1984
ELDRIDGE INVESTMENT ADVISORS INC
MANCHESTER, NH · Since 1992
WHITEGATE INVESTMENT COUNSELORS, INC.
CONCORD, NH · Since 1992
LEDGEWOOD WEALTH ADVISORS, LLC
EXETER, NH · Since 2019
ROBERT A. ZOCK & CO.,INC.
SUTTON, NH · Since 1976
AMERICAN TRUST INVESTMENT ADVISORS, LLC
LEBANON, NH · Since 2001
THE FOUNDRY FINANCIAL GROUP, INC.
LACONIA, NH · Since 2024
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
NEW LONDON, NH · Since 2022
AFFINITY INVESTMENT GROUP, LLC
EXETER, NH · Since 2002
CHARTER OAK CAPITAL MANAGEMENT
PORTSMOUTH, NH · Since 2005
BARTLEY FINANCIAL ADVISORS, LLC
BEDFORD, NH · Since 2021
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
HANOVER, NH · Since 2024
SEASCAPE CAPITAL MANAGEMENT,LLC
PORTSMOUTH, NH · Since 2014
GLOBAL FOREST PARTNERS LP
LEBANON, NH · Since 2003
NVEST FINANCIAL, LLC
PORTSMOUTH, NH · Since 2022
BLUESTONE WEALTH MANAGEMENT LLC
KEENE, NH · Since 2007
THE EIDEARD GROUP, LLC
BEDFORD, NH · Since 2006
GRANITE STATE RETIREMENT PLANNING, INC.
BEDFORD, NH · Since 2022
CMH WEALTH MANAGEMENT, LLC
PORTSMOUTH, NH · Since 2009
GRANITE VALUE CAPITAL, LLC
HANOVER, NH · Since 2023
VALPEY FINANCIAL SERVICES LLC
CONCORD, NH · Since 2020
MATRIX CAPITAL MANAGEMENT COMPANY, LP
PORTSMOUTH, NH · Since 2012
COHEN INVESTMENT ADVISORS, LLC
BEDFORD, NH · Since 2019
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
PORTSMOUTH, NH · Since 2014
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA, NH · Since 2019
THE LYME TIMBER COMPANY LLC
HANOVER, NH · Since 2014
PEAK WEALTH MANAGEMENT LLC
NASHUA, NH · Since 2020
MILESTONE FINANCIAL PLANNING, LLC
BEDFORD, NH · Since 2016
ROBBINS FARLEY LLC
BEDFORD, NH · Since 2020
DAVIS WEALTH ADVISORS
SALEM, NH · Since 2024
BRENDEL FINANCIAL ADVISORS LLC
HANOVER, NH · Since 2017
SUMMIT WEALTH GROUP LLC
EXETER, NH · Since 2015
SFM, LLC
MANCHESTER, NH · Since 2014
WELLESLEY ASSET MANAGEMENT, INC.
PORTSMOUTH, NH · Since 2002
AURELIUS FAMILY OFFICE, LLC
BEDFORD, NH · Since 2022
ESSENTIAL PLANNING, LLC
PORTSMOUTH, NH · Since 1996
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 Red Flag 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.