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
Eric Mcguire Ellis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Denise Eileen Petrin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Edward Carlson
Registered Affiliation(s):PINNACLE PRIVATE WEALTH, LLC
Brian Richard Dudley
Registered Affiliation(s):PINNACLE PRIVATE WEALTH, LLC
Ronald Louis Valpey
Registered Affiliation(s):VALPEY FINANCIAL SERVICES LLC
William Thornley
Registered Affiliation(s):LPL FINANCIAL LLC
Kurt Marcus Carlson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Wayne Earle Mccormick
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Robert Charles Bartley
Registered Affiliation(s):BARTLEY FINANCIAL ADVISORS, LLC
Eric P. Benker
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Christina Gunther Lashua
Registered Affiliation(s):EDWARD JONES
Parag Kulshreshtha
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Allan Magoon
Registered Affiliation(s):EDWARD JONES
Robert Arthur Ortins
Registered Affiliation(s):EDWARD JONES
Jared C Breault
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Christopher Conrad Adams
Registered Affiliation(s):EDWARD JONES
Shane Eugene Merritt
Registered Affiliation(s):WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Randall Lee Mithoefer
Registered Affiliation(s):IDS LIFE INSURANCE COMPANY
Eric Keith Folia
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Norman Stephen Long
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gerard Richard Davis III
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Frank Joseph Vumbaco
Registered Affiliation(s):EDWARD JONES
Arthur T Carr
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Scott Beckman
Registered Affiliation(s):EDWARD JONES
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.
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