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
Katy Morrison Carr
Registered Affiliation(s):CHARTER OAK CAPITAL MANAGEMENT
Paul Raymond Doran
Registered Affiliation(s):ESSENTIAL PLANNING, LLC
William Michael O'malley
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Gary J Walker
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
John L Cogan
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Kevin William Ryan
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Andrew Peter Lane
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nick Jerry Therrien
Registered Affiliation(s):PFS INVESTMENTS INC.
Cathleen Brennan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jesse E Burnett
Registered Affiliation(s):MORGAN STANLEY
Christine S Baier
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Carroll Colby
Registered Affiliation(s):MARINER WEALTH ADVISORS
Sharon Marie Letendre
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Peter John Ciovacco
Registered Affiliation(s):MORGAN STANLEY
Daniel Robert Zibinskas
Registered Affiliation(s):HARBOR ADVISORY CORPORATION
Stephen J Church
Registered Affiliation(s):PISCATAQUA RESEARCH INC.
Jane L. Nelsen
Registered Affiliation(s):MORGAN STANLEY
Carl W Litsch
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Ellen Mary Lavin
Registered Affiliation(s):LPL FINANCIAL LLC
John S Pappas
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Jonathan H Dooda
Registered Affiliation(s):OPPENHEIMER & CO. INC.
James Farnham
Registered Affiliation(s):LPL FINANCIAL LLC
Janell Phillips
Registered Affiliation(s):IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Samuel James Conte
Registered Affiliation(s):MASSACHUSETTS WEALTH MANAGEMENT, 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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