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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
163 advisers found
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
MIDAS MANAGEMENT CORPORATION
Walpole, NH
AUM
$93.2M
Team
3 advisors
Clients
—
Fees
Percentage of AUM
212-785-0900
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
ODIORNE POINT ASSET MANAGEMENT, LLC
Portsmouth, NH
AUM
$65.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
603-502-8585
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
NORTHSTAR CAPITAL INC
Derry, NH
AUM
$64.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
617-723-3100
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