New Hampshire · 4 advisers
Financial Advisors in Lebanon, New Hampshire
Looking for a financial advisor in Lebanon, New Hampshire? Falists indexes 4 SEC-registered and state-registered investment advisers in Lebanon — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $3.50B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$3.50B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Lebanon
Ranked by AUM · Fees, team & specialties at a glance
GLOBAL FOREST PARTNERS LP
Lebanon, NH
AUM
$3.50B
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-298-7001
AMERICAN TRUST INVESTMENT ADVISORS, LLC
Lebanon, NH
AUM
$303.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
603-448-6415
THE WEALTH CONSERVATORY
Lebanon, NH
AUM
$138.4M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-472-1844
DATTILIO & ASH CAPITAL MANAGEMENT, LLC
Lebanon, NH
AUM
$18.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-448-6047
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Common questions
- How many financial advisors are in Lebanon, New Hampshire?
- 4 registered investment advisers are listed in our Lebanon directory, sourced from public SEC filings.
- What types of advisors are in Lebanon?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Lebanon?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.