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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NH
129 advisers found
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
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
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