New Hampshire · 100 firms
Financial Planners in New Hampshire
Advisers offering comprehensive financial planning services. Browse 100 advisers in New Hampshire matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in New Hampshire
THE HARBOR GROUP, INC.
Bedford, NH
AUM
$2.00B
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-668-0634
CHARTER OAK CAPITAL MANAGEMENT
Portsmouth, NH
AUM
$1.57B
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-646-5720
ELDRIDGE INVESTMENT ADVISORS INC
Manchester, NH
AUM
$814.3M
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
603-625-8559
CMH WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$813.4M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 379-8161
SUMMIT WEALTH GROUP LLC
Exeter, NH
AUM
$761.9M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-295-5300
CARLSON INVESTMENTS
Concord, NH
AUM
$735.5M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
603-224-5977
NVEST FINANCIAL, LLC
Portsmouth, NH
AUM
$688.3M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-985-8585
AFFINITY INVESTMENT GROUP, LLC
Exeter, NH
AUM
$595.1M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
603-778-6436
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH
AUM
$590.3M
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-589-8010
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$588.0M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-610-8881
MASCOMA WEALTH MANAGEMENT
Hanover, NH
AUM
$567.8M
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
603-676-8813
BROPHY WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$532.5M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 668-2303
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, NH
AUM
$528.3M
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1444
ESSENTIAL PLANNING, LLC
Portsmouth, NH
AUM
$524.4M
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-427-5164
HARBOR ADVISORY CORPORATION
Portsmouth, NH
AUM
$480.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-5740
SEASCAPE CAPITAL MANAGEMENT,LLC
Portsmouth, NH
AUM
$466.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(603)964-4480
BCAS
Bedford, NH
AUM
$465.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-668-4353
INDEPENDENCE FINANCIAL ADVISORS, LLC
Franklin, NH
AUM
$463.8M
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-934-4445
ARCADIA WEALTH MANAGEMENT, LLC
Manchester, NH
AUM
$445.5M
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM
603-681-9190
NORTHEAST PLANNING ASSOCIATES, INC.
Bedford, NH
AUM
$414.0M
Team
69 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(603) 471-0900
GROVE STREET FIDUCIARY, LLC
Peterborough, NH
AUM
$413.2M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-924-9939
SFM, LLC
Manchester, NH
AUM
$403.2M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-625-8400
CORNERSTONE FINANCIAL PLANNING, LLC
Portsmouth, NH
AUM
$400.7M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1133
THREE BEARINGS FIDUCIARY ADVISORS, INC.
Hampton, NH
AUM
$350.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-926-1775
163 total advisers in New Hampshire. Browse all New Hampshire advisors