Falists

New Hampshire · 40 advisers

Financial Advisors in Portsmouth, New Hampshire

Looking for a financial advisor in Portsmouth, New Hampshire? Falists indexes 40 SEC-registered and state-registered investment advisers in Portsmouth — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 38 firms list a website you can visit directly. Firms in this directory manage up to $14.07B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

40

With website

38

Largest AUM

$14.07B

Financial planning

23

Filter by specialty

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

AllWealth31Planning23Trusts26Retirement6Institutional12

Top advisors in Portsmouth

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

View all 40 →

SECURE PLANNING

Portsmouth, NH

AUM

$187.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

603-433-5515

Full profileVisit site →

F3 CAPITAL

Portsmouth, NH

AUM

$35.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

978-808-1586

Full profileVisit site →
View all 40 advisors in Portsmouth

More cities in New Hampshire

Bedford (17)Manchester (15)Hanover (9)Concord (7)Exeter (5)Nashua (5)Lebanon (4)Windham (4)Hampton (3)Keene (3)Londonderry (3)Salem (3)

Common questions

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