Financial advisors in New Hampshire

7 SEC-registered advisory firms based in New Hampshire, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.

Get matched in New HampshireFree · 2 minutes · no obligation

Top cities in New Hampshire

Portsmouth (5)Bedford (2)

New Hampshire advisory firms by assets

Prime Buchholz LLC logo
Prime Buchholz LLC

Portsmouth, NH · CRD #106455

$14B AUM·131 accounts·Fee-based

The Harbor Group, INC.

Bedford, NH · CRD #105637

$2.0B AUM·3.8k accounts·Fee-based

Wellesley Asset Management, INC. logo
Wellesley Asset Management, INC.

Portsmouth, NH · CRD #116176

$2.0B AUM·2.0k accounts·Fee-only

Arca Wealth, LLC

Portsmouth, NH · CRD #174765

$1.3B AUM·5.1k accounts·Fee-based

Charter Oak Capital Management

Portsmouth, NH · CRD #120870

$1.6B AUM·1.4k accounts·Fee-based

Northeast Planning Associates, INC. logo
Northeast Planning Associates, INC.

Bedford, NH · CRD #131406

$414M AUM·1.5k accounts·Fee-based

Impax Asset Management LLC logo
Impax Asset Management LLC

Portsmouth, NH · CRD #114335

$8.9B AUM·27 accounts·Fee-only

Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.

Choosing an advisor in New Hampshire

How many financial advisors are in New Hampshire?

AdvisoryReviews lists 7 SEC-registered advisory firms based in New Hampshire, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.

How do I verify a financial advisor in New Hampshire?

Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.

What does a financial advisor cost in New Hampshire?

Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.

Browse other states

Find my advisor matchFree · No obligation