Best Financial Advisor Firms New Hampshire 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in New Hampshire.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in New Hampshire, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Hampshire are as followed:

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Advisory Resource Group 4.5/5 Stars $0.0 275 3 $0.0
Advisory Services Network 4.5/5 Stars $5.7 billion 7,974 192 $713,087
American Trust Investment Advisors 4.5/5 Stars $326.0 million 128 2 $2.5 million
Atlas Fiduciary Services 4.5/5 Stars $138.0 million 8 2 $17.3 million
Avantax Planning Partners 4.5/5 Stars $5.8 billion 4,789 53 $1.2 million
BaldwinClarke 5/5 Stars $340.7 million 273 7 $1.2 million
Ballentine Partners 5/5 Stars $10.5 billion 278 63 $37.8 million
Bay Colony Advisors 4.5/5 Stars $805.5 million 1,606 22 $501,582
BAY Point Financial 4.5/5 Stars $62.9 million 152 2 $413,652
Beck Bode 4.5/5 Stars $433.8 million 1,267 12 $342,368
Blueline Advisors 5/5 Stars $192.4 million 73 4 $2.6 million
Bluestone Wealth Management 4.5/5 Stars $245.8 million 29 2 $8.5 million
BMO Family Office 4.5/5 Stars $7.3 billion 46 14 $158.2 million
Brophy Wealth Management 5/5 Stars $418.0 million 408 5 $1.0 million
Capitol Wealth Management 4.5/5 Stars $29.4 million 50 3 $587,304
Case Investment Management 4.5/5 Stars $4.8 million 9 1 $531,452
Charter Oak Capital Management 4.5/5 Stars $890.3 million 1,180 12 $754,523
CMH Wealth Management logoCMH Wealth Management 5/5 Stars $617.0 million 228 5 $2.7 million
Cottage Street Advisors logoCottage Street Advisors 5/5 Stars $233.8 million 100 2 $2.3 million
Creative Financial Strategies 4.5/5 Stars $11.3 million 49 1 $230,564
Creegan & Nassoura Financial Group 5/5 Stars $229.2 million 141 2 $1.6 million
Curbstone Financial Management Corp 5/5 Stars $382.4 million 258 6 $1.5 million
Dattilio & ASH Capital Management 4.5/5 Stars $11.0 million 21 2 $523,324
David Wendell Associates 5/5 Stars $1.3 billion 470 5 $2.7 million
Davis Wealth Advisors 4.5/5 Stars $78.2 million 53 2 $1.5 million
DHK Financial Advisors 5/5 Stars $1.6 billion 64 2 $24.4 million
DL Carlson Investment Group 4.5/5 Stars $825.0 million 301 6 $2.7 million
Eldridge Investment Advisors 5/5 Stars $667.1 million 645 8 $1.0 million
Essex Private Wealth Management 4.5/5 Stars $476.6 million 356 5 $1.3 million
Estate Planners OF NEW England 4.5/5 Stars $79.0 million 186 4 $424,731
F L Putnam Investment Management Co. 5/5 Stars $4.5 billion 1,408 31 $3.2 million
Fisher Financial Advisors 4.5/5 Stars $187.4 million 512 4 $365,980
Flagship Harbor Advisors 4.5/5 Stars $2.1 billion 6,297 54 $337,653
Flying Point Financial 5/5 Stars $166.0 million 151 3 $1.1 million
Four Tree Island Advisory 5/5 Stars $89.8 million 44 1 $2.0 million
GIA Investment Advisors 5/5 Stars $21.1 million 49 2 $430,058
Global Forest Partners 5/5 Stars $3.5 billion 52 24 $66.8 million
Golden Financial Services 4.5/5 Stars $41.9 million 109 1 $384,764
Granite Bay Wealth Management 4.5/5 Stars $292.5 million 390 3 $749,989
Granite Financial Partners 4.5/5 Stars $250.1 million 273 2 $916,185
Granite Value Capital 5/5 Stars $107.6 million 69 2 $1.6 million
Grodman Financial Group 5/5 Stars $10.8 million 36 2 $298,615
Grove Street Fiduciary logoGrove Street Fiduciary 5/5 Stars $358.8 million 240 2 $1.5 million
Harbor Advisory Corporation 5/5 Stars $391.7 million 137 3 $2.9 million
Hodge Financial Services 5/5 Stars $160.1 million 58 1 $2.8 million
Independence Financial Advisors 4.5/5 Stars $330.7 million 2,115 7 $156,351
Independent Advisor Alliance 4.5/5 Stars $9.8 billion 25,206 207 $390,000
JMH Wealth Management 5/5 Stars $109.4 million 84 2 $1.3 million
Jordan Park Group 4.5/5 Stars $17.6 billion 174 57 $101.2 million
JTD Financial Services 5/5 Stars $19.0 million 75 1 $252,825
KBR Retirement & Investment Solutions 4.5/5 Stars $18.8 million 82 1 $229,662
Kearsarge Wealth Management 4.5/5 Stars $1.1 million 4 1 $266,672
Leathe & Associates 4.5/5 Stars $93.3 million 45 1 $2.1 million
Legacy Financial Solutions 4.5/5 Stars $15.3 million 120 2 $127,500
Loudon Investment Management 5/5 Stars $190.2 million 81 1 $2.3 million
Lumbard & Kellner 5/5 Stars $318.4 million 216 3 $1.5 million
MAI Capital Management 4.5/5 Stars $14.4 billion 5,776 112 $2.5 million
Markowski Investments 4.5/5 Stars $352.8 million 738 15 $478,099
Mascoma Wealth Management 5/5 Stars $381.4 million 730 8 $522,432
McGuigan Financial 4.5/5 Stars $64.8 million 122 1 $530,737
Measured Wealth Private Client Group 5/5 Stars $447.9 million 640 8 $699,776
Merryfield Investment Management 4.5/5 Stars $52.9 million 88 1 $601,544
MHP Asset Management 5/5 Stars $40.2 million 96 1 $419,114
Michael D. Taxman Investment Management 5/5 Stars $102.8 million 23 1 $4.5 million
Middle Street Capital 4.5/5 Stars $69.7 million 54 1 $1.3 million
Mike Bonacorsi 5/5 Stars $61.1 million 179 1 $341,374
Milestone Financial Planning 4.5/5 Stars $382.8 million 222 7 $1.7 million
MKT Investments 4.5/5 Stars $3.7 million 33 1 $111,666
Nashua Capital Management 5/5 Stars $55.7 million 22 1 $2.5 million
Newsource Advisory 4.5/5 Stars $68.1 million 5 1 $13.6 million
Northeast Planning Associates 4.5/5 Stars $285.2 million 534 66 $534,156
Northstar Financial Planning 4.5/5 Stars $193.0 million 120 6 $1.6 million
R M Davis 5/5 Stars $6.8 billion 2,420 19 $2.8 million
RBF Wealth Advisors 5/5 Stars $479.2 million 938 7 $510,890
Resolute Financial 5/5 Stars $443.8 million 329 5 $1.3 million
Robinson Smith Wealth Advisors 5/5 Stars $392.2 million 186 6 $2.1 million
Rockworth Investment Services 4.5/5 Stars $7.0 million 84 1 $83,583
Seacrest Wealth Management 5/5 Stars $1.4 billion 1,783 43 $791,777
Seascape Capital Management 5/5 Stars $300.0 million 159 4 $1.9 million
SFM 5/5 Stars $262.3 million 140 3 $1.9 million
Steward Partners Investment Advisory 4.5/5 Stars $13.2 billion 13,202 245 $1.0 million
Summit Wealth Group 4.5/5 Stars $559.7 million 429 8 $1.3 million
Taylor, Cottrill, Erickson and Associates 5/5 Stars $717.8 million 144 4 $5.0 million
The Eideard Group 4.5/5 Stars $318.7 million 41 4 $7.8 million
THE Foundry Financial Group 5/5 Stars $0.0 217 4 $0.0
The Harbor Group 5/5 Stars $1.5 billion 634 6 $2.4 million
The Ivy League Advisory Group 4.5/5 Stars $20.0 million 199 2 $100,368
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Patriot Financial Group 4.5/5 Stars $1.2 billion 3,042 50 $378,499
The Wealth Conservatory 5/5 Stars $89.1 million 116 3 $767,813
Three Bearings Fiduciary Advisors 4.5/5 Stars $286.3 million 178 2 $1.6 million
Veris Wealth Partners 5/5 Stars $2.1 billion 349 7 $6.1 million
Victory Capital Management 4.5/5 Stars $169.6 billion 2,706 83 $62.7 million
Vigilant Capital Management 5/5 Stars $2.2 billion 461 21 $4.9 million
Wadsworth & Hansen, Financial Planners 4.5/5 Stars $0.0 325 2 $0.0
Washington Peak Investment Advisors 4.5/5 Stars $14.0 million 23 1 $608,695
Wellesley Asset Management 4.5/5 Stars $3.1 billion 1,836 24 $1.7 million
White Pine Investments 4.5/5 Stars $18.0 million 75 1 $240,000
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
Zerocelsius Wealth Studio 5/5 Stars $81.6 million 149 1 $547,675

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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