New Hampshire · 3 advisers
Financial Advisors in Keene, New Hampshire
Looking for a financial advisor in Keene, New Hampshire? Falists indexes 3 SEC-registered and state-registered investment advisers in Keene — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $272.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$272.9M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Keene
Ranked by AUM · Fees, team & specialties at a glance
BLUESTONE WEALTH MANAGEMENT LLC
Keene, NH
AUM
$272.9M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-499-4737
BIRCH FINANCIAL GROUP
Keene, NH
AUM
$264.7M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
603-338-3838
OPTIMUM WEALTH LLC
Keene, NH
AUM
—
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
603-357-1084
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Common questions
- How many financial advisors are in Keene, New Hampshire?
- 3 registered investment advisers are listed in our Keene directory, sourced from public SEC filings.
- What types of advisors are in Keene?
- 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 Keene?
- 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.