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 Wealth Management advisors in NH, PORTSMOUTH
31 advisers found
IMPAX ASSET MANAGEMENT LLC
Portsmouth, NH
AUM
$8.94B
Wealth MgmtInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM
603-431-8022
MATRIX CAPITAL MANAGEMENT COMPANY, LP
Portsmouth, NH
AUM
$2.32B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(603) 956-9151
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
TIDE CYCLE RESOURCES LLC
Portsmouth, NH
AUM
$1.85B
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
207-752-7970
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
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$588.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-610-8881
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
ESSENTIAL PLANNING, LLC
Portsmouth, NH
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(603)964-4480
CORNERSTONE FINANCIAL PLANNING, LLC
Portsmouth, NH
AUM
$400.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1133
SECURE PLANNING
Portsmouth, NH
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
603-433-5515
FOUR TREE ISLAND ADVISORY LLC
Portsmouth, NH
AUM
$182.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-427-8053
CAPITAL DESIGN PRIVATE WEALTH LLC
Portsmouth, NH
AUM
$96.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
603-610-8290
DREW WEALTH MANAGEMENT
Portsmouth, NH
AUM
$89.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
603-507-6344
ODIORNE POINT ASSET MANAGEMENT, LLC
Portsmouth, NH
AUM
$65.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
603-502-8585
GOLDEN FINANCIAL SERVICES
Portsmouth, NH
AUM
$64.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-758-1755
INTEGRATED WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
603-570-4835
ESTATE PLANNERS OF NEW ENGLAND, LLC
Portsmouth, NH
AUM
$52.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
603 766 4951
F3 CAPITAL
Portsmouth, NH
AUM
$35.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
978-808-1586
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