PRIME BUCHHOLZ LLC
Portsmouth, NH
AUM
$14.07B
Wealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-433-1143
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NH, PORTSMOUTH
12 advisers found
IMPAX ASSET MANAGEMENT LLC
Portsmouth, NH
AUM
$8.94B
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM
603-431-8022
WELLESLEY ASSET MANAGEMENT, INC.
Portsmouth, NH
AUM
$1.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-416-4000
CHARTER OAK CAPITAL MANAGEMENT
Portsmouth, NH
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-646-5720
DAVID WENDELL ASSOCIATES, INC.
Portsmouth, NH
AUM
$1.33B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-427-0200
CMH WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$813.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 379-8161
NVEST FINANCIAL, LLC
Portsmouth, NH
AUM
$688.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-985-8585
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, NH
AUM
$528.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1444
HARBOR ADVISORY CORPORATION
Portsmouth, NH
AUM
$480.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-5740
FOUR TREE ISLAND ADVISORY LLC
Portsmouth, NH
AUM
$182.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-427-8053
WOLF PINE CAPITAL
Portsmouth, NH
AUM
$19.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
603-314-8308
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC
Portsmouth, NH
AUM
—
Trusts & Estates
Team
5 advisors
Clients
—
Fees
Fixed fees
312-986-1060