NORTHSTAR CAPITAL INC
Derry, NH
AUM
$64.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-723-3100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NH
109 advisers found
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
AMHERST FINANCIAL GROUP, LLC
Amherst, NH
AUM
$53.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(603) 289-8683
KBR RETIREMENT & INVESTMENT SOLUTIONS
Londonderry, NH
AUM
$52.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
603-216-6341
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
MHP ASSET MANAGEMENT
Tilton, NH
AUM
$51.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
603-447-1979
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
Rochester, NH
AUM
$45.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-994-4569
CAPITOL WEALTH MANAGEMENT
Concord, NH
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(603) 715-2664
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
MODERN FINANCIAL WELLNESS
Portsmouth, NH
AUM
$32.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 610-8250
SJ BOYLE WEALTH PLANNING, LLC
Hanover, NH
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
603-277-9953
IACANGELO FINANCIAL GROUP, LLC
Portsmouth, NH
AUM
$25.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
732-383-8983
WHITE PINE INVESTMENTS
Wolfeboro, NH
AUM
$24.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
603-569-1009
PATRIOT ADVISORY GROUP
Portsmouth, NH
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(603) 766-1936
WASHINGTON PEAK INVESTMENT ADVISORS LLC
Waterville Valley, NH
AUM
$21.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-960-9494
JTD FINANCIAL SERVICES, LLC
Bedford, NH
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
603-641-1010
WOLF PINE CAPITAL
Portsmouth, NH
AUM
$19.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
603-314-8308
DATTILIO & ASH CAPITAL MANAGEMENT, LLC
Lebanon, NH
AUM
$18.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-448-6047
BROWNSTONE FINANCIAL GROUP LLC
Londonderry, NH
AUM
$17.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
603-686-7999
TRINEXUS CAPITAL, LLC
Windham, NH
AUM
$16.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
603-260-3291
ROCKWORTH INVESTMENT SERVICES LLC
Center Conway, NH
AUM
$7.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-344-9942
LEGACY FINANCIAL SOLUTIONS, INC.
Manchester, NH
AUM
$7.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
603-647-7166
KWM FINANCIAL LLC
Porstmouth, NH
AUM
$2.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
717-340-2550