New Hampshire · 2 advisers
Financial Advisors in Laconia, New Hampshire
Looking for a financial advisor in Laconia, New Hampshire? Falists indexes 2 SEC-registered and state-registered investment advisers in Laconia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $284.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$284.2M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Laconia
Ranked by AUM · Fees, team & specialties at a glance
THE FOUNDRY FINANCIAL GROUP, INC.
Laconia, NH
AUM
$284.2M
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-528-5171
TRIUMPH WEALTH MANAGEMENT LLC
Laconia, NH
AUM
—
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
603-724-5177
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Common questions
- How many financial advisors are in Laconia, New Hampshire?
- 2 registered investment advisers are listed in our Laconia directory, sourced from public SEC filings.
- What types of advisors are in Laconia?
- 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 Laconia?
- 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.