Top Financial Advisors in Bedford, New Hampshire
Finding the right financial advisor in Bedford is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bedford, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bedford, NH.
Find the Best Financial Advisor Firms in Bedford:
THE HARBOR GROUP, INC.
CRD#: 105637
Address: 331 South River Road, Bedford, NH 03110
Clients: 395
Average Clients per Advisor: 49
AUM: $ 1.3B
BROPHY WEALTH MANAGEMENT, LLC
CRD#: 169894
Address: 40 South River Road Bedford Place Unit 15, Bedford, NH 03110
Clients: 455
Average Clients per Advisor: 227
AUM: $ 364M
MILESTONE FINANCIAL PLANNING, LLC
CRD#: 283439
Address: 3 Executive Park Drive Suite 200, Bedford, NH 03110
Clients: 77
Average Clients per Advisor: 9
AUM: $ 353M
BALDWINCLARKE
CRD#: 105666
Address: 1 Bedford Farms Dr Suite 102, Bedford, NH 03110
Clients: 155
Average Clients per Advisor: 31
AUM: $ 319M
NORTHEAST PLANNING ASSOCIATES, INC.
CRD#: 131406
Address: 43 Constitution Drive, Bedford, NH 03110
Clients: 849
Average Clients per Advisor: 12
AUM: $ 256M
COHEN INVESTMENT ADVISORS, LLC
CRD#: 168595
Address: 264 South River Road Suite 414, Bedford, NH 03110
Clients: 133
Average Clients per Advisor: 66
AUM: $ 150M
How We Chose the Top Financial Advisors in Bedford, New Hampshire
To create this list of top financial advisor firms in Bedford, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bedford has to offer.
Search Financial Advisors in Bedford, New Hampshire
John Tyler Clymer
Registered Affiliation(s):CITIZENS SECURITIES, INC.
Robert B Needham
Registered Affiliation(s):NEEDHAM ADVISORY CORPORATION
Valerio Iannalfo
Registered Affiliation(s):VALIAN ADVISERS, LLC
Brian David Goguen
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Joseph Michael Russo
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Daniel Norman Fowler II
Registered Affiliation(s):GLOBAL RETIREMENT PARTNERS LLC
Judith T Osborn
Registered Affiliation(s):LPL FINANCIAL LLC
Charles Robert Lawson
Registered Affiliation(s):HERITAGE FINANCIAL NETWORK, INC.
James Donald Lawson
Registered Affiliation(s):HERITAGE FINANCIAL NETWORK, INC.
John Corron
Registered Affiliation(s):CWM, LLC
Brian Patrick Curtin
Registered Affiliation(s):CURTIN FINANCIAL SERVICES, INC.
Olivia J Gierlich
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Daniel Scott Grossman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kathryn Elizabeth Longo
Registered Affiliation(s):MORGAN STANLEY
Kevin Arruda
Registered Affiliation(s):CORNERSTONE FINANCIAL MANAGEMENT LLC
Laura Jean Robitaille
Registered Affiliation(s):BALDWINCLARKE
Caitlin Aliza Harrison
Registered Affiliation(s):LPL FINANCIAL LLC
Charles Alexander Dunlap
Registered Affiliation(s):MORGAN STANLEY
Seth Patrick Mcnally
Registered Affiliation(s):MORGAN STANLEY
Paula Helene Crosby
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Abby L Ientile
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Todd G Montwill
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Andrew Grayson
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Marisa Kate Reilly
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
