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
Michael C Donahoe
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Dakota Elizabeth O'malley
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Zakaria Elkaoukabi
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Matthew James Smith
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Brian D Hinkley
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Nicholas C. Beltramini
Registered Affiliation(s):STRATEGIC ADVISERS LLC
James M Gignac
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Adam Reid Schumacher
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Christel Smit
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Sean Thomas Manahan
Registered Affiliation(s):FIDELITY BROKERAGE SERVICES LLC
Madan Kumar Thebe
Registered Affiliation(s):PFS INVESTMENTS INC.
Eveleen Frances Barcomb
Registered Affiliation(s):PFS INVESTMENTS INC.
Yadollah M Rezaee
Registered Affiliation(s):PFS INVESTMENTS INC.
John Thomas Garrity
Registered Affiliation(s):PEAK WEALTH MANAGEMENT LLC
Kathleen Murphy
Registered Affiliation(s):LINCOLN INVESTMENT
Michael Joseph Bernier
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Melanie Lynn Lavigne
Registered Affiliation(s):TCG WEALTH MANAGEMENT
Donna Lee Franklin
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Debra A Swanson
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Kyle Ian Fellers
Registered Affiliation(s):DL CARLSON INVESTMENT GROUP INC
John Fremont Weeks III
Registered Affiliation(s):THE COLONY GROUP, LLC
William Blakeslee Hartigan
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Adam Davidson
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Kyle Aaron Birchall
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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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