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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in New Hampshire.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

87 financial advisors74 advisory firms22 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

74 advisory firmsCompare public facts. Verify experience directly.
87 financial advisors74 advisory firms22 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

AFFINITY INVESTMENT GROUP, LLCCRD 117191

Advisory firm

Filed advisory firm office: Exeter, NH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AMERICAN TRUST INVESTMENT ADVISORS, LLCCRD 114439

Advisory firm

Filed advisory firm office: Lebanon, NH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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APEX WEALTH MANAGEMENT, LLCCRD 317091

Advisory firm

Filed advisory firm office: Bedford, NH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ARCA WEALTH, LLCCRD 174765

Advisory firm

Filed advisory firm office: Portsmouth, NH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ARCADIA WEALTH MANAGEMENT, LLCCRD 284925

Advisory firm

Filed advisory firm office: Manchester, NH

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ATLAS FIDUCIARY SERVICES, INC.CRD 321271

Advisory firm

Filed advisory firm office: Concord, NH

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AURELIUS FAMILY OFFICE, LLCCRD 323016

Advisory firm

Filed advisory firm office: Bedford, NH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansEducational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BARTLEY FINANCIAL ADVISORS, LLCCRD 124293

Advisory firm

Filed advisory firm office: Bedford, NH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BCASCRD 105666

Advisory firm

Filed advisory firm office: Bedford, NH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BEXIL ADVISERS LLCCRD 154387

Advisory firm

Filed advisory firm office: Walpole, NH

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BIRCH FINANCIAL GROUPCRD 332057

Advisory firm

Filed advisory firm office: Keene, NH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BLUELINE ADVISORSCRD 164642

Advisory firm

Filed advisory firm office: Exeter, NH

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Other investment advisers
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BRENDEL FINANCIAL ADVISORS LLCCRD 288927

Advisory firm

Filed advisory firm office: Hanover, NH

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BROPHY WEALTH MANAGEMENT, LLCCRD 169894

Advisory firm

Filed advisory firm office: Bedford, NH

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAPITAL DESIGN PRIVATE WEALTH LLCCRD 300472

Advisory firm

Filed advisory firm office: Portsmouth, NH

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CARLSON INVESTMENTSCRD 105729

Advisory firm

Filed advisory firm office: Concord, NH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CHARTER OAK CAPITAL MANAGEMENTCRD 120870

Advisory firm

Filed advisory firm office: Portsmouth, NH

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CMH WEALTH MANAGEMENT, LLCCRD 150138

Advisory firm

Filed advisory firm office: Portsmouth, NH

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COHEN INVESTMENT ADVISORS, LLCCRD 168595

Advisory firm

Filed advisory firm office: Bedford, NH

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
CONSERVATION RESOURCE PARTNERS, LLCCRD 160706

Advisory firm

Filed advisory firm office: Exeter, NH

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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Public source record; verify directly
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Understand financial advisor fees

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