How many financial advisors are in Concord, New Hampshire?

Falists lists 7 registered investment advisers with a principal office or filing address in Concord, New Hampshire, based on public SEC IAPD data.

How do financial advisors in Concord charge fees?

Fee structures vary by firm. In Concord, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Concord?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New Hampshire · 7 advisers

Financial Advisors in Concord, New Hampshire

Looking for a financial advisor in Concord, New Hampshire? Falists indexes 7 SEC-registered and state-registered investment advisers in Concord — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $735.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$735.5M

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth6 Planning5 Trusts6 Retirement2 Institutional3

Top advisors in Concord

Ranked by AUM · Fees, team & specialties at a glance

View all 7 →

CARLSON INVESTMENTS

Concord, NH

AUM

$735.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM

603-224-5977

Full profile Visit site →

WHITEGATE INVESTMENT COUNSELORS, INC.

Concord, NH

AUM

$545.4M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

603-228-5471

Full profile Visit site →

ATLAS FIDUCIARY SERVICES, INC.

Concord, NH

AUM

$269.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

Fees

Percentage of AUM; Hourly charges

603-581-7125

Full profile Visit site →

VALPEY FINANCIAL SERVICES LLC

Concord, NH

AUM

$226.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

603-856-7945

Full profile Visit site →

CAPITOL WEALTH MANAGEMENT

Concord, NH

AUM

$42.3M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

(603) 715-2664

Full profile Visit site →

ALTUS INVESTMENT GROUP

Concord, NH

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges; Fixed fees

603-223-6726

Full profile Visit site →

KCS ADVISORS, LLC

Concord, NH

AUM

$89.5M

Wealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

603-219-0771

Full profileNo website

More cities in New Hampshire

Portsmouth (40)Bedford (17)Manchester (15)Hanover (9)Exeter (5)Nashua (5)Lebanon (4)Windham (4)Hampton (3)Keene (3)Londonderry (3)Salem (3)

Common questions

How many financial advisors are in Concord, New Hampshire?: 7 registered investment advisers are listed in our Concord directory, sourced from public SEC filings.
What types of advisors are in Concord?: 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 Concord?: 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.