LUMBARD & KELLNER, LLC
Hollis, NH
AUM
$443.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
603-465-7700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NH
109 advisers found
NORTHEAST PLANNING ASSOCIATES, INC.
Bedford, NH
AUM
$414.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-924-9939
SFM, LLC
Manchester, NH
AUM
$403.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1133
CURBSTONE FINANCIAL MANAGEMENT CORP.
Manchester, NH
AUM
$385.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
603-624-8462
THREE BEARINGS FIDUCIARY ADVISORS, INC.
Hampton, NH
AUM
$350.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-926-1775
AURELIUS FAMILY OFFICE, LLC
Bedford, NH
AUM
$315.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-413-6060
AMERICAN TRUST INVESTMENT ADVISORS, LLC
Lebanon, NH
AUM
$303.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
603-448-6415
THE FOUNDRY FINANCIAL GROUP, INC.
Laconia, NH
AUM
$284.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-528-5171
NORTHSTAR FINANCIAL PLANNING, LLC
Windham, NH
AUM
$275.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-458-2776
BLUESTONE WEALTH MANAGEMENT LLC
Keene, NH
AUM
$272.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-499-4737
ATLAS FIDUCIARY SERVICES, INC.
Concord, NH
AUM
$269.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
603-581-7125
BIRCH FINANCIAL GROUP
Keene, NH
AUM
$264.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
603-338-3838
BRENDEL FINANCIAL ADVISORS LLC
Hanover, NH
AUM
$260.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
603-643-4441
COHEN INVESTMENT ADVISORS, LLC
Bedford, NH
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 232-8350
ROBBINS FARLEY LLC
Bedford, NH
AUM
$252.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-703-0255
BLUELINE ADVISORS
Exeter, NH
AUM
$247.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-418-0940
LOUDON INVESTMENT MANAGEMENT, LLC
West Lebanon, NH
AUM
$231.8M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
603-298-7370
VALPEY FINANCIAL SERVICES LLC
Concord, NH
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
603-856-7945
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
New London, NH
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-526-4099
LEDGEWOOD WEALTH ADVISORS, LLC
Exeter, NH
AUM
$216.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-773-0080
FAIRSCALE CAPITAL, LLC
Nashua, NH
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
603-318-7337
GLENWOOD INVESTMENT GROUP, LLC
Manchester, NH
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
603-606-3391