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Best Financial Advisors near Merrimack, New Hampshire


To help Americans find the best financial advisors in Merrimack, New Hampshire, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Merrimack, New Hampshire.


1. Lumbard & Kellner
   (603) 465-7700
5 Hutchings Drive Hollis, NH

Lumbard & Kellner, registered in 2003, manages $207.8 million for 146 clients.

2. Baldwin & Clarke Advisory Services
   (603) 668-4353
116a South River Road Bedford, NH

Baldwin & Clarke Advisory Services, registered in 1985, manages $256.7 million for 232 clients.

3. The Harbor Group
   (603) 668-0634
331 South River Road Bedford, NH

The Harbor Group, registered in 1984, manages $1.2 billion for 622 clients.

4. Curbstone Financial Management Corp
   (603) 624-8462
741 Chestnut Street Manchester, NH

Curbstone Financial Management Corp, registered in 2006, manages $284.2 million for 242 clients.

5. Eldridge Investment Advisors
   (603) 625-8559
686 Chestnut ST Manchester, NH

Eldridge Investment Advisors, registered in 1992, manages $499.4 million for 732 clients.

6. Brophy Wealth Management
   (603) 668-2303
40 South River Road, Bedford Place Unit 15. Bedford, NH

Brophy Wealth Management, registered in 2013, manages $186.8 million for 274 clients.

7. Alphastar Capital Management
   (855) 340-2514
36 Technology Way, Nashua, New Hampshire

Alphastar Capital Management, registered in 2011, manages $621.1 million for 3,937 clients.

8. SGL Financial
   (603) 935-9259
575 Pine Street, Manchester, New Hampshire

SGL Financial, registered in 2015, manages $90.7 million for 450 clients.

9. Bay Colony Advisors
   (603) 213-6165
15 N. Southwood Drive 2nd Floor, Nashua, New Hampshire

Bay Colony Advisors, registered in 2016, manages $408.6 million for 642 clients.

10. SFM
   (603) 625-8400
575 Front Street Manchester, NH

SFM, registered in 2014, manages $170.0 million for 129 clients.

11. Independence Financial Advisors
   (603) 423-0058
Multiple Locations

Independence Financial Advisors, registered in 2015, manages $227.8 million for 1,587 clients.

12. The Eideard Group
   (603) 471-9909
360 Route 101, Suite 13c. Bedford, NH

The Eideard Group, registered in 2006, manages $486.5 million for 50 clients.

13. Milestone Financial Planning
   (603) 589-8010
2 Commerce Drive Bedford, NH

Milestone Financial Planning, registered in 2016, manages $218.1 million for 160 clients.

14. McLean Asset Management Corp
   (603) 413-6060
264 South River Road, Bedford, New Hampshire

McLean Asset Management Corp, registered in 1998, manages $845.4 million for 706 clients.

15. Granite Financial Partners
   (603) 554-8551
388 Nashua Street Milford, NH

Granite Financial Partners, registered in 2018, manages $141.6 million for 189 clients.

16. Motiv8 Investments
   (772) 807-4628
3 Executive Park Dr. Ste 267, Bedford, New Hampshire

Motiv8 Investments, registered in 2016, manages $145.7 million for 952 clients.

17. Markowski Investments
   (603) 552-5244
1000 Elm St. Ste. 803, Manchester, New Hampshire

Markowski Investments, registered in 2007, manages $238.5 million for 661 clients.

18. Peak Wealth Management
   (603) 488-2483
1 Hardy Road, #400. Bedford, NH

Peak Wealth Management, registered in 2020, manages $111.7 million for 116 clients.

19. Phoenix International Investments
   (603) 589-4033
20 Trafalgar Square, Suite 432. Nashua, NH

Phoenix International Investments, registered in 2015, manages $107.6 million for 15 clients.

20. Phoenix International Investments
   (603) 589-4033
Multiple Locations

Phoenix International Investments, registered in 2015, manages $107.6 million for 15 clients.



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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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West Branch Capital
   (413) 256-1225

West Branch Capital, registered in 2013, manages $410.8 million for 355 clients.

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Top Cities for New Hampshire


Greenland, New Hampshire Londonderry, New Hampshire Merrimack, New Hampshire Newfields, New Hampshire Newmarket, New Hampshire North Hampton, New Hampshire Portsmouth, New Hampshire Rye Beach, New Hampshire Rye, New Hampshire Stratham, New Hampshire

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