New Hampshire · 109 firms
Trust & Estate Advisors in New Hampshire
Advisers working with trusts, estates, and charitable organizations. Browse 109 advisers in New Hampshire matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in New Hampshire
PRIME BUCHHOLZ LLC
Portsmouth, NH
AUM
$14.07B
Team
69 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-433-1143
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
WELLESLEY ASSET MANAGEMENT, INC.
Portsmouth, NH
AUM
$1.99B
Team
19 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
781-416-4000
TIDE CYCLE RESOURCES LLC
Portsmouth, NH
AUM
$1.85B
Team
2 advisors
Clients
0
Fees
Percentage of AUM
207-752-7970
CHARTER OAK CAPITAL MANAGEMENT
Portsmouth, NH
AUM
$1.57B
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-646-5720
DAVID WENDELL ASSOCIATES, INC.
Portsmouth, NH
AUM
$1.33B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-427-0200
ELDRIDGE INVESTMENT ADVISORS INC
Manchester, NH
AUM
$814.3M
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
603-625-8559
CMH WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$813.4M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 379-8161
SUMMIT WEALTH GROUP LLC
Exeter, NH
AUM
$761.9M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-295-5300
CARLSON INVESTMENTS
Concord, NH
AUM
$735.5M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
603-224-5977
NVEST FINANCIAL, LLC
Portsmouth, NH
AUM
$688.3M
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-985-8585
AFFINITY INVESTMENT GROUP, LLC
Exeter, NH
AUM
$595.1M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
603-778-6436
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH
AUM
$590.3M
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-589-8010
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$588.0M
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-610-8881
MASCOMA WEALTH MANAGEMENT
Hanover, NH
AUM
$567.8M
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
603-676-8813
WHITEGATE INVESTMENT COUNSELORS, INC.
Concord, NH
AUM
$545.4M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
603-228-5471
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
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, NH
AUM
$528.3M
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1444
ESSENTIAL PLANNING, LLC
Portsmouth, NH
AUM
$524.4M
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-427-5164
HARBOR ADVISORY CORPORATION
Portsmouth, NH
AUM
$480.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-5740
SEASCAPE CAPITAL MANAGEMENT,LLC
Portsmouth, NH
AUM
$466.9M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(603)964-4480
BCAS
Bedford, NH
AUM
$465.7M
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-668-4353
INDEPENDENCE FINANCIAL ADVISORS, LLC
Franklin, NH
AUM
$463.8M
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-934-4445
ARCADIA WEALTH MANAGEMENT, LLC
Manchester, NH
AUM
$445.5M
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM
603-681-9190
163 total advisers in New Hampshire. Browse all New Hampshire advisors