Best Financial Advisor Firms New Hampshire 2023

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Written by investor.com

November 06, 2023

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

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of November 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Hampshire are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in New Hampshire.

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
American Trust Investment Advisors 5/5 Stars $283.0 million 127 2 $2.2 million
Apex Wealth Management 4.5/5 Stars $122.0 million 89 1 $1.4 million
Atlas Fiduciary Services 4.5/5 Stars $197.9 million 88 2 $2.2 million
Ballentine Partners 5/5 Stars $9.3 billion 294 74 $31.6 million
Bartley Financial Advisors 4.5/5 Stars $116.1 million 87 1 $1.3 million
Bay Colony Advisors 5/5 Stars $893.3 million 1,920 22 $465,256
BAY Point Financial 4.5/5 Stars $63.4 million 183 2 $346,371
Bcas 5/5 Stars $319.0 million 278 8 $1.1 million
Beck Bode 5/5 Stars $489.8 million 1,196 17 $409,562
Blueline Advisors 5/5 Stars $169.8 million 135 4 $1.3 million
Bluestone Wealth Management 5/5 Stars $208.9 million 33 2 $6.3 million
Bonacorsi Wealth Management 5/5 Stars $51.6 million 115 1 $448,869
Brendel Financial Advisors 4.5/5 Stars $208.7 million 271 2 $770,198
Brophy Wealth Management 5/5 Stars $364.4 million 628 2 $580,257
Capitol Wealth Management 4.5/5 Stars $23.7 million 59 3 $401,042
Carlson Investments 5/5 Stars $656.6 million 318 6 $2.1 million
Charter Oak Capital Management 5/5 Stars $983.4 million 1,292 12 $761,160
CMH Wealth Management logoCMH Wealth Management 5/5 Stars $555.9 million 256 5 $2.2 million
Cohen Investment Advisors 4.5/5 Stars $149.8 million 188 1 $796,967
Compass Rose Private Investment Management 4.5/5 Stars $104.0 million 180 4 $577,945
Cottage Street Advisors logoCottage Street Advisors 5/5 Stars $190.6 million 114 2 $1.7 million
Creative Financial Strategies 5/5 Stars $40.2 million 62 1 $648,290
Creegan & Nassoura Financial Group 5/5 Stars $225.8 million 144 2 $1.6 million
Curbstone Financial Management Corp 5/5 Stars $336.6 million 253 6 $1.3 million
Dattilio & ASH Capital Management 4.5/5 Stars $9.9 million 21 2 $472,941
David Wendell Associates 5/5 Stars $1.1 billion 464 4 $2.4 million
Davis Wealth Advisors 4.5/5 Stars $101.7 million 68 3 $1.5 million
DHK Financial Advisors 5/5 Stars $1.3 billion 55 2 $23.7 million
Eldridge Investment Advisors 5/5 Stars $585.2 million 657 8 $890,774
Essex Private Wealth Management 4.5/5 Stars $228.8 million 188 4 $1.2 million
Estate Planners OF NEW England 5/5 Stars $44.2 million 77 2 $574,025
F L Putnam Investment Management Co. 5/5 Stars $4.3 billion 1,673 35 $2.6 million
Family Financial 4.5/5 Stars $127.6 million 92 3 $1.4 million
Financial Pathways 5/5 Stars $60.0 million 71 1 $845,070
Fisher Financial Advisors 5/5 Stars $180.0 million 518 2 $347,490
Flagship Harbor Advisors 4.5/5 Stars $1.9 billion 6,879 52 $280,398
Flying Point Financial 5/5 Stars $145.2 million 189 3 $768,465
Four Tree Island Advisory 5/5 Stars $80.7 million 49 1 $1.6 million
Global Forest Partners 5/5 Stars $4.1 billion 50 24 $81.2 million
Golden Financial Services 5/5 Stars $37.1 million 106 1 $350,155
Granite Bay Wealth Management 5/5 Stars $252.5 million 443 3 $570,008
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Grodman Financial Group 5/5 Stars $5.8 million 45 2 $129,253
Grove Street Fiduciary logoGrove Street Fiduciary 5/5 Stars $344.2 million 240 2 $1.4 million
Hager Investment Management Services 4.5/5 Stars $104.4 million 147 3 $709,934
Harbor Advisory Corporation 5/5 Stars $359.7 million 144 3 $2.5 million
Hepworth Equity Partners 4.5/5 Stars $87.0 million 307 2 $283,387
Hodge Financial Services 5/5 Stars $147.0 million 53 1 $2.8 million
Integrated Wealth Management 4.5/5 Stars $42.4 million 41 1 $1.0 million
JMH Wealth Management 5/5 Stars $92.9 million 84 2 $1.1 million
Jordan Park Group 4.5/5 Stars $13.7 billion 203 10 $67.7 million
JTD Financial Services 5/5 Stars $16.1 million 70 1 $229,970
KBR Retirement & Investment Solutions 5/5 Stars $19.9 million 105 1 $189,523
Keel Point 4.5/5 Stars $2.5 billion 1,392 42 $1.8 million
KWM Financial 4.5/5 Stars $1.1 million 4 1 $265,435
Lake Street Advisors 4.5/5 Stars $2.9 billion 75 27 $38.5 million
Leathe & Associates 5/5 Stars $77.8 million 52 1 $1.5 million
Ledgewood Wealth Advisors 4.5/5 Stars $151.7 million 97 2 $1.6 million
Legacy Financial Solutions 5/5 Stars $17.6 million 120 2 $146,666
Little House Capital 5/5 Stars $399.5 million 204 7 $2.0 million
Loudon Investment Management 5/5 Stars $168.0 million 83 1 $2.0 million
Lumbard & Kellner 5/5 Stars $303.0 million 119 3 $2.5 million
MAI Capital Management 5/5 Stars $15.8 billion 7,458 134 $2.1 million
Markowski Investments 4.5/5 Stars $267.9 million 1,032 15 $259,579
Mascoma Wealth Management 5/5 Stars $421.8 million 862 8 $489,274
McGuigan Financial 4.5/5 Stars $43.0 million 120 1 $358,072
McLean Asset Management Corp 5/5 Stars $884.0 million 732 17 $1.2 million
Measured Wealth Private Client Group 5/5 Stars $384.7 million 606 11 $634,773
Merryfield Investment Management 5/5 Stars $38.2 million 86 1 $443,926
MHP Asset Management 5/5 Stars $39.8 million 98 1 $405,867
Michael D. Taxman Investment Management 5/5 Stars $92.8 million 22 1 $4.2 million
Middle Street Capital 5/5 Stars $54.8 million 56 1 $978,657
Milestone Financial Planning 5/5 Stars $353.4 million 223 8 $1.6 million
Nashua Capital Management 5/5 Stars $43.1 million 24 1 $1.8 million
Northstar Financial Planning 5/5 Stars $184.0 million 151 6 $1.2 million
One Day In July 4.5/5 Stars $587.5 million 870 12 $675,230
Peak Wealth Management 4.5/5 Stars $93.6 million 118 3 $793,071
R M Davis 5/5 Stars $5.8 billion 2,352 18 $2.4 million
RBF Wealth Advisors 5/5 Stars $435.3 million 1,036 8 $420,189
Robbins Farley 4.5/5 Stars $136.6 million 311 3 $439,272
Robinson Smith Wealth Advisors 5/5 Stars $288.5 million 186 5 $1.6 million
Rockworth Investment Services 4.5/5 Stars $6.4 million 77 1 $83,132
Seascape Capital Management 5/5 Stars $281.5 million 157 4 $1.8 million
SFM 5/5 Stars $239.8 million 188 3 $1.3 million
Stonewall Capital Management 4.5/5 Stars $4.0 million 20 1 $202,296
Summit Wealth Group 4.5/5 Stars $499.7 million 430 8 $1.2 million
Sunpointe Investments 4.5/5 Stars $314.5 million 107 8 $2.9 million
TCG Wealth Management 4.5/5 Stars $89.5 million 120 3 $745,965
The Harbor Group 5/5 Stars $1.3 billion 648 8 $2.0 million
The Ivy League Advisory Group 5/5 Stars $18.3 million 196 2 $93,159
Three Bearings Fiduciary Advisors 5/5 Stars $256.4 million 188 2 $1.4 million
Trinexus Capital 4.5/5 Stars $16.0 million 7 2 $2.3 million
Valpey Financial Services 4.5/5 Stars $152.4 million 147 1 $1.0 million
ValueWorks 5/5 Stars $293.3 million 112 3 $2.6 million
Veris Wealth Partners 5/5 Stars $1.8 billion 355 7 $5.1 million
Washington Peak Investment Advisors 5/5 Stars $36.3 million 27 1 $1.3 million
White Pine Investments 4.5/5 Stars $18.0 million 79 1 $227,848
Whitegate Investment Counselors 5/5 Stars $618.4 million 160 4 $3.9 million
Williams Wealth Management 4.5/5 Stars $106.6 million 176 3 $605,603
Zerocelsius Wealth Studio 5/5 Stars $73.7 million 144 1 $511,702

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The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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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, investing, retirement planning, and more.

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