Top 10 advisors in New Hampshire
We’ve curated a list of the best financial advisors in New Hampshire, take a look at it below
Find an advisor in New Hampshire| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,840,798,000 | 24 advisors | ||
| 2 | $1,066,125,197 | 43 advisors | ||
| 3 | $983,419,357 | 21 advisors | ||
| 4 | $658,304,932 | 7 advisors | ||
| 5 | $656,590,464 | 13 advisors | ||
| 6 | $629,016,785 | 10 advisors | ||
| 7 | $555,943,736 | 7 advisors | ||
| 8 | $423,891,386 | 16 advisors | ||
| 9 | $364,401,801 | 8 advisors | ||
| 10 | $305,099,016 | 7 advisors |
How we came up with this list
To generate our top financial advisors list in New Hampshire, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Hampshire. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Global Forest Partners Lp
Assets under management
$2,840,798,000
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
2. Lake Street Advisors
Assets under management
$1,066,125,197
Fee structure
A percentage of assets under your management
Fixed fees
PERCENT OF ASSETS UNDER ADVISEMENT
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Wealth Management Services
3. Charter Oak Capital Management
Assets under management
$983,419,357
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Educational Seminars/workshops
4. Dhk Financial Advisors Inc
Assets under management
$658,304,932
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Carlson Investments
Assets under management
$656,590,464
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Alterna Capital Partners LLC
Assets under management
$629,016,785
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Cmh Wealth Management, LLC
Assets under management
$555,943,736
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Milestone Financial Planning, LLC
Assets under management
$423,891,386
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
9. Brophy Wealth Management, LLC
Assets under management
$364,401,801
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Affinity Investment Group, LLC
Assets under management
$305,099,016
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting
Your first meeting is free.