Top Financial Advisors in Portsmouth, New Hampshire
Finding the right financial advisor in Portsmouth 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 Portsmouth, 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 Portsmouth, NH.
Find the Best Financial Advisor Firms in Portsmouth:
LAKE STREET ADVISORS
CRD#: 288300
Address: 230 Commerce Way Suite 100, Portsmouth, NH 03801
AUM: $ 2.9B
CHARTER OAK CAPITAL MANAGEMENT
CRD#: 120870
Address: Two International Drive Suite 325, Portsmouth, NH 03801
Clients: 1,010
Average Clients per Advisor: 84
AUM: $ 983M
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
CRD#: 170442
Address: 303 Islington Street, Portsmouth, NH 03801
Clients: 493
Average Clients per Advisor: 49
AUM: $ 385M
HARBOR ADVISORY CORPORATION
CRD#: 105151
Address: 500 Market St., Ste 11, Portsmouth, NH 03801
Clients: 63
Average Clients per Advisor: 21
AUM: $ 360M
ESSENTIAL PLANNING, LLC
CRD#: 106651
Address: 500 Market Street, Unit 1d, Portsmouth, NH 03801
Clients: 337
Average Clients per Advisor: 112
AUM: $ 310M
CLARK ASSET MANAGEMENT, LLC
CRD#: 284480
Address: 170 Commerce Way Suite 200, Portsmouth, NH 03801
Clients: 2
Average Clients per Advisor: 0
AUM: $ 282M
How We Chose the Top Financial Advisors in Portsmouth, New Hampshire
To create this list of top financial advisor firms in Portsmouth, 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 Portsmouth has to offer.
Search Financial Advisors in Portsmouth, New Hampshire
Christine Catherine Hayes
Registered Affiliation(s):MORGAN STANLEY
Kyle Anthony Slupecki
Registered Affiliation(s):TD AMERITRADE INVESTMENT MANAGEMENT, LLC
Lystra D Khan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
William John Cox
Registered Affiliation(s):COX CAPITAL MANAGEMENT LLC
Kenneth Dean Burleigh
Registered Affiliation(s):ST. BERNARD FINANCIAL SERVICES, INC.
Ryan James Smith
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Daniel Whitney
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Katherine L Carlson
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Thomas Ancel Johns
Registered Affiliation(s):OSAIC WEALTH, INC.
Neil Kevin Flaherty
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Paul Sullivan Como
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Michael Edward Ryan
Registered Affiliation(s):LPL FINANCIAL LLC
Peter Earl Mulholland
Registered Affiliation(s):ESSEX PRIVATE WEALTH MANAGEMENT, LLC
Brian Andrew Woodland
Registered Affiliation(s):ESSEX PRIVATE WEALTH MANAGEMENT, LLC
Marybeth Regan Breed
Registered Affiliation(s):BOSTON HILL ADVISORS, LLC
Brian Francis Mclarney
Registered Affiliation(s):MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
James Harold Truncellito
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Michael Richard Cascini
Registered Affiliation(s):PFS INVESTMENTS INC.
Daniel Raoul Brochu
Registered Affiliation(s):PFS INVESTMENTS INC.
Stephen Arthur Vanderhoof
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Henry Mcwilliams
Registered Affiliation(s):PFS INVESTMENTS INC.
Stephen Norman Mathieu
Registered Affiliation(s):LEGACY FINANCIAL SOLUTIONS, INC.
Pamela Gilchrist Munnell
Registered Affiliation(s):MORGAN STANLEY
Annette Margareta Crnilovic
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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