Top 10 advisors in Portsmouth
We’ve curated a list of the best financial advisors in Portsmouth, take a look at it below
Find an advisor in Portsmouth| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,066,125,197 | 43 advisors | ||
| 2 | $983,419,357 | 21 advisors | ||
| 3 | $658,304,932 | 7 advisors | ||
| 4 | $281,522,074 | 6 advisors | ||
| 5 | $278,425,821 | 8 advisors | ||
| 6 | $268,387,510 | 12 advisors | ||
| 7 | $248,999,393 | 7 advisors | ||
| 8 | $240,239,543 | 8 advisors | ||
| 9 | $44,200,000 | 2 advisors | ||
| 10 | $41,619,824 | 9 advisors |
How we came up with this list
To generate our top financial advisors list in Portsmouth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Portsmouth. 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. 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
2. 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
3. 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
4. Seascape Capital Management,llc
Assets under management
$281,522,074
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Clark Asset Management, LLC
Assets under management
$278,425,821
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
6. Nvest Financial, LLC
Assets under management
$268,387,510
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)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Cornerstone Financial Planning, LLC
Assets under management
$248,999,393
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
Selection Of Other Advisers
8. Granite Bay Wealth Management, LLC
Assets under management
$240,239,543
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
Educational Seminars/workshops
9. Estate Planners Of New England, LLC
Assets under management
$44,200,000
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
10. Arboretum Investment Advisors, LLC
Assets under management
$41,619,824
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.