New Hampshire · 4 advisers
Financial Advisors in Windham, New Hampshire
Looking for a financial advisor in Windham, New Hampshire? Falists indexes 4 SEC-registered and state-registered investment advisers in Windham — 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 $275.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$275.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Windham
Ranked by AUM · Fees, team & specialties at a glance
NORTHSTAR FINANCIAL PLANNING, LLC
Windham, NH
AUM
$275.8M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-458-2776
FINANCIAL MANAGEMENT ASSOCIATES, LLC
Windham, NH
AUM
$135.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-687-2867
TRINEXUS CAPITAL, LLC
Windham, NH
AUM
$16.8M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
603-260-3291
VANDEVENTER & COMPANY
Windham, NH
AUM
$21.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-893-1337
More cities in New Hampshire
Common questions
- How many financial advisors are in Windham, New Hampshire?
- 4 registered investment advisers are listed in our Windham directory, sourced from public SEC filings.
- What types of advisors are in Windham?
- 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 Windham?
- 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.