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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NH
129 advisers found
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
N.A.S. CAPITAL LLC
Portsmouth, NH
AUM
$20.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6032051465
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
WALKER CAPITAL PARTNERS, LLC
Bedford, NH
AUM
$3.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
603-682-4397
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
FUTUREMONEY RIA
Manchester, NH
AUM
$1.6M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-812-0108
CASTLE ASSET MANAGEMENT, LLC
North Hampton, NH
AUM
$1.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
603-929-7891
CREATIVE FINANCIAL STRATEGIES, INC.
Littleton, NH
AUM
$293K
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
603-444-7035
CJS FINANCIAL ADVISERS / CJSF ADVISERS
Nashua, NH
AUM
$0
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
954-825-0309
GELINAS & COMPANY, CPA, PLLC
Manchester, NH
AUM
—
Wealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
603-493-1109
MARDIN CAPITAL GROUP
Rye, NH
AUM
$0
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(603) 766-4700
OPTIMUM WEALTH LLC
Keene, NH
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
603-357-1084
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC
Portsmouth, NH
AUM
—
Trusts & Estates
Team
5 advisors
Clients
—
Fees
Fixed fees
312-986-1060
WADSWORTH & DAULAIRE FINANCIAL PLANNERS
Hanover, NH
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Hourly charges
603-448-1705
ROBERT A. ZOCK & CO.,INC.
Sutton, NH
AUM
$175.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
603-456-3106
Full profileNo website
GASSMAN FINANCIAL LLC
Salem, NH
AUM
$112.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(603) 898-3663
Full profileNo website
KCS ADVISORS, LLC
Concord, NH
AUM
$89.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
603-219-0771
Full profileNo website
ROUND TABLE INVESTMENT MANAGEMENT, LLC
West Lebanon, NH
AUM
$53.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-678-8153
Full profileNo website