DAVIS WEALTH ADVISORS
Salem, NH
AUM
$197.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-836-3477
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NH
109 advisers found
APEX WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$191.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-488-2475
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
THE EIDEARD GROUP, LLC
Bedford, NH
AUM
$158.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
603-471-9909
PEAK WEALTH MANAGEMENT LLC
Nashua, NH
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-488-2476
BARTLEY FINANCIAL ADVISORS, LLC
Bedford, NH
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-625-9900
GRANITE STATE RETIREMENT PLANNING, INC.
Bedford, NH
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
603-472-4447
AUM
$138.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(305) 619-3566
THE WEALTH CONSERVATORY
Lebanon, NH
AUM
$138.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-472-1844
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
Hanover, NH
AUM
$137.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-643-1415
FINANCIAL MANAGEMENT ASSOCIATES, LLC
Windham, NH
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-687-2867
MIDDLE STREET CAPITAL, LLC
Newfields, NH
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
603-531-3773
JMH WEALTH MANAGEMENT, LLC
Hanover, NH
AUM
$124.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
603.643.8899
GRANITE VALUE CAPITAL, LLC
Hanover, NH
AUM
$98.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
603-643-0770
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
BAY POINT FINANCIAL, LLC
Bedford, NH
AUM
$93.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
603-626-6699
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
ORBIS WEALTH MANAGEMENT
Peterborough, NH
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(603) 563-0265
ON TRACK FINANCIAL LLC
Canterbury, NH
AUM
$78.0M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
603-708-1237
AUM
$77.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(617) 306-3159
BONACORSI WEALTH MANAGEMENT
Amherst, NH
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
603-769-3111
AMERICAN WEALTH PROTECTION FINANCIAL, LLC
Manchester, NH
AUM
$70.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-552-5244
NASHUA CAPITAL MANAGEMENT LLC
Nashua, NH
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(603) 320-2881