New Hampshire · 163 advisers
Financial Advisors in New Hampshire
Falists is the most comprehensive public directory of financial advisors in New Hampshire — 163 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
163
With website
147
Largest AUM
$14.07B
Financial planning
100
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New Hampshire
Ranked by AUM and profile completeness · Data from SEC IAPD
PRIME BUCHHOLZ LLC
Portsmouth, NH
AUM
$14.07B
Team
69 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-433-1143
IMPAX ASSET MANAGEMENT LLC
Portsmouth, NH
AUM
$8.94B
Team
30 advisors
Clients
—
Fees
Percentage of AUM
603-431-8022
GLOBAL FOREST PARTNERS LP
Lebanon, NH
AUM
$3.50B
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-298-7001
MATRIX CAPITAL MANAGEMENT COMPANY, LP
Portsmouth, NH
AUM
$2.32B
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(603) 956-9151
AVALOR INVESTMENT AG
Zurich, NH
AUM
$2.24B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
41 (0)43 443 8383
THE HARBOR GROUP, INC.
Bedford, NH
AUM
$2.00B
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-668-0634
WELLESLEY ASSET MANAGEMENT, INC.
Portsmouth, NH
AUM
$1.99B
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-416-4000
TIDE CYCLE RESOURCES LLC
Portsmouth, NH
AUM
$1.85B
Team
2 advisors
Clients
0
Fees
Percentage of AUM
207-752-7970
CHARTER OAK CAPITAL MANAGEMENT
Portsmouth, NH
AUM
$1.57B
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-646-5720
DAVID WENDELL ASSOCIATES, INC.
Portsmouth, NH
AUM
$1.33B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-427-0200
CONSERVATION RESOURCE PARTNERS, LLC
Exeter, NH
AUM
$822.1M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
603-658-0143
ELDRIDGE INVESTMENT ADVISORS INC
Manchester, NH
AUM
$814.3M
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
603-625-8559
CMH WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$813.4M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 379-8161
THE LYME TIMBER COMPANY LLC
Hanover, NH
AUM
$773.9M
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
603-643-3300
SUMMIT WEALTH GROUP LLC
Exeter, NH
AUM
$761.9M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-295-5300
CARLSON INVESTMENTS
Concord, NH
AUM
$735.5M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
603-224-5977
NVEST FINANCIAL, LLC
Portsmouth, NH
AUM
$688.3M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-985-8585
AFFINITY INVESTMENT GROUP, LLC
Exeter, NH
AUM
$595.1M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
603-778-6436
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH
AUM
$590.3M
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-589-8010
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$588.0M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-610-8881
MASCOMA WEALTH MANAGEMENT
Hanover, NH
AUM
$567.8M
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
603-676-8813
WHITEGATE INVESTMENT COUNSELORS, INC.
Concord, NH
AUM
$545.4M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
603-228-5471
BROPHY WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$532.5M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 668-2303
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, NH
AUM
$528.3M
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1444
Cities in New Hampshire
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The New Hampshire advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.