WHITE PINE INVESTMENTS
Wolfeboro, NH
AUM
$24.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
603-569-1009
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
163 advisers found
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
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
ARBORETUM INVESTMENT ADVISORS, LLC
Portsmouth, NH
AUM
$14.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
603-294-1420
ROCKWORTH INVESTMENT SERVICES LLC
Center Conway, NH
AUM
$7.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-344-9942
SINTRA CAPITAL CORP
Durham, NH
AUM
$7.4M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-644-0309
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
ADVISORY RESOURCE GROUP, LLC
Newmarket, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
(603) 758-1111
AUM
—
Team
1 advisors
Clients
—
Fees
Percentage of AUM; INDEX PROVIDER SERVICES
(617) 212-8691
ALTUS INVESTMENT GROUP
Concord, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
603-223-6726
AMERICAN FOUNDRY INVESTMENT ADVISORS
Portsmouth, NH
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
508-864-2175
APPLIED CAPITAL MANAGEMENT, LLC
Londonderry, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
251-500
Fees
Hourly charges; Fixed fees
603.437.5056