PRIME BUCHHOLZ LLC
Portsmouth, NH
AUM
$14.07B
Wealth MgmtTrusts & EstatesRetirement
Team
69 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-433-1143
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NH
39 advisers found
WELLESLEY ASSET MANAGEMENT, INC.
Portsmouth, NH
AUM
$1.99B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-416-4000
ELDRIDGE INVESTMENT ADVISORS INC
Manchester, NH
AUM
$814.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
603-625-8559
SUMMIT WEALTH GROUP LLC
Exeter, NH
AUM
$761.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-295-5300
CARLSON INVESTMENTS
Concord, NH
AUM
$735.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
603-224-5977
NVEST FINANCIAL, LLC
Portsmouth, NH
AUM
$688.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-985-8585
AFFINITY INVESTMENT GROUP, LLC
Exeter, NH
AUM
$595.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
603-778-6436
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$588.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-610-8881
MASCOMA WEALTH MANAGEMENT
Hanover, NH
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
603-676-8813
BROPHY WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$532.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 668-2303
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, NH
AUM
$528.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1444
BCAS
Bedford, NH
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-668-4353
INDEPENDENCE FINANCIAL ADVISORS, LLC
Franklin, NH
AUM
$463.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-934-4445
ARCADIA WEALTH MANAGEMENT, LLC
Manchester, NH
AUM
$445.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM
603-681-9190
NORTHEAST PLANNING ASSOCIATES, INC.
Bedford, NH
AUM
$414.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
69 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(603) 471-0900
GROVE STREET FIDUCIARY, LLC
Peterborough, NH
AUM
$413.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-924-9939
SFM, LLC
Manchester, NH
AUM
$403.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-625-8400
CURBSTONE FINANCIAL MANAGEMENT CORP.
Manchester, NH
AUM
$385.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
603-624-8462
AURELIUS FAMILY OFFICE, LLC
Bedford, NH
AUM
$315.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-413-6060
THE FOUNDRY FINANCIAL GROUP, INC.
Laconia, NH
AUM
$284.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-528-5171
NORTHSTAR FINANCIAL PLANNING, LLC
Windham, NH
AUM
$275.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-458-2776
ATLAS FIDUCIARY SERVICES, INC.
Concord, NH
AUM
$269.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
603-581-7125
BRENDEL FINANCIAL ADVISORS LLC
Hanover, NH
AUM
$260.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
603-643-4441
COHEN INVESTMENT ADVISORS, LLC
Bedford, NH
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 232-8350
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