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.
40 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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