New Hampshire · 17 advisers
Financial Advisors in Bedford, New Hampshire
Looking for a financial advisor in Bedford, New Hampshire? Falists indexes 17 SEC-registered and state-registered investment advisers in Bedford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 17 firms list a website you can visit directly. Firms in this directory manage up to $2.00B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
17
With website
17
Largest AUM
$2.00B
Financial planning
15
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bedford
Ranked by AUM · Fees, team & specialties at a glance
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
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH
AUM
$590.3M
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-589-8010
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
BCAS
Bedford, NH
AUM
$465.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-668-4353
NORTHEAST PLANNING ASSOCIATES, INC.
Bedford, NH
AUM
$414.0M
Team
69 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(603) 471-0900
AURELIUS FAMILY OFFICE, LLC
Bedford, NH
AUM
$315.3M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-413-6060
COHEN INVESTMENT ADVISORS, LLC
Bedford, NH
AUM
$259.3M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 232-8350
ROBBINS FARLEY LLC
Bedford, NH
AUM
$252.9M
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-703-0255
APEX WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$191.1M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-488-2475
THE EIDEARD GROUP, LLC
Bedford, NH
AUM
$158.1M
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
603-471-9909
BARTLEY FINANCIAL ADVISORS, LLC
Bedford, NH
AUM
$151.6M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-625-9900
GRANITE STATE RETIREMENT PLANNING, INC.
Bedford, NH
AUM
$143.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
603-472-4447
BAY POINT FINANCIAL, LLC
Bedford, NH
AUM
$93.7M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
603-626-6699
JTD FINANCIAL SERVICES, LLC
Bedford, NH
AUM
$21.2M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
603-641-1010
WALKER CAPITAL PARTNERS, LLC
Bedford, NH
AUM
$3.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
603-682-4397
AXIOM ADVISORS, LLC
Bedford, NH
AUM
—
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
603-429-0626
EAGLE POINT INVESTMENT ADVISORS, INC.
Bedford, NH
AUM
—
Team
3 advisors
Clients
1-10
Fees
Hourly charges
603-792-9100
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Common questions
- How many financial advisors are in Bedford, New Hampshire?
- 17 registered investment advisers are listed in our Bedford directory, sourced from public SEC filings.
- What types of advisors are in Bedford?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Bedford?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.