WHOLE WEALTH MANAGEMENT
Portsmouth, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
603-766-8705
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
163 advisers found
WILLIAM J. KRAUSE CPA, P.C.
Wolfeboro, NH
AUM
—
Team
8 employees
Clients
0
Fees
SOLICIATATION AGREMENT WITH MORGAN STANLEY SMITH BARNEY
603-569-4222
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
VANDEVENTER & COMPANY
Windham, NH
AUM
$21.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-893-1337
Full profileNo website
BENCHMARK CAPITAL MANAGEMENT CORPORATION
Portsmouth, NH
AUM
$19.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-433-1984
Full profileNo website
DAVISSON INVESTMENT, LLC
Newington, NH
AUM
$18.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
603-686-0342
Full profileNo website
TRUEHAND INC
Strafford, NH
AUM
$16.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
617-418-3484
Full profileNo website
D.A.C. DAVIS INVESTMENT COUNSEL, INC.
Toronto, Ontario, NH
AUM
$12.3M
Wealth MgmtTrusts & Estates
Team
0 total employees
Clients
0
Fees
Percentage of AUM
416-324-2200
Full profileNo website
KD WEALTH MANAGEMENT LLC
Hampton, NH
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
603-851-1781
Full profileNo website
NORTHPORT HARBOR FINANCIAL SERVICES, LLC
Litchfield, NH
AUM
$3.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
603-296-7935
Full profileNo website
Full profileNo website
SENTINEL FINANCIAL
Freedom, NH
AUM
—
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-662-2985
Full profileNo website
SOONER PRIVATE FINANCIAL LLC
Salem, NH
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
603-321-6531
Full profileNo website
TIGER BAY MANAGEMENT, INC.
Portsmouth, NH
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
603-828-2065
Full profileNo website
TRIUMPH WEALTH MANAGEMENT LLC
Laconia, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
603-724-5177
Full profileNo website
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