New Hampshire · 129 firms
Wealth Managers in New Hampshire
Firms serving high-net-worth individuals and managing substantial portfolios. Browse 129 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
Wealth Management 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
IMPAX ASSET MANAGEMENT LLC
Portsmouth, NH
AUM
$8.94B
Team
30 advisors
Clients
—
Fees
Percentage of AUM
603-431-8022
GLOBAL FOREST PARTNERS LP
Lebanon, NH
AUM
$3.50B
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
603-298-7001
MATRIX CAPITAL MANAGEMENT COMPANY, LP
Portsmouth, NH
AUM
$2.32B
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(603) 956-9151
AVALOR INVESTMENT AG
Zurich, NH
AUM
$2.24B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
41 (0)43 443 8383
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
CONSERVATION RESOURCE PARTNERS, LLC
Exeter, NH
AUM
$822.1M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
603-658-0143
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
THE LYME TIMBER COMPANY LLC
Hanover, NH
AUM
$773.9M
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
603-643-3300
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
163 total advisers in New Hampshire. Browse all New Hampshire advisors