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
Erin Elizabeth Crossley
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Allison B Riotto
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Caleb Allen
Registered Affiliation(s):EAGLE STRATEGIES LLC
Morgan A Berberian
Registered Affiliation(s):MORGAN STANLEY
Karen Helen Weinhold
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Patrick James Mcguiness
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Philip Patrick Case
Registered Affiliation(s):CASE INVESTMENT MANAGEMENT, LLC
Michele Lynne Rivet
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Beth Anne Grossman
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Christopher Latorre
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Raymond Campos Calimlim
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Steven Mark Bugner
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
James Michael Valade
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Chad Michael Fleck
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
John David Richards
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Christopher Scott Cammarota
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Derek Edward Gadbois
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Leigh Michelle Repucci
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Sherry Lynne Eastman
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Robert James Robitaille
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Angelique Marie Lizotte
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Matthew Philip Murphy
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Ross Adam Berman
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Michael Richard Christy
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.
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