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
Rebeccah Kocak
Registered Affiliation(s):PFS INVESTMENTS INC.
Jonathan Espinal Cabrera
Registered Affiliation(s):PFS INVESTMENTS INC.
Amy Suzanne Ats
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Edward Charles Marsi
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kathryn Trengali Letvinchuk
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas John Stephen
Registered Affiliation(s):GLENWOOD INVESTMENT GROUP, LLC
James R Hayward
Registered Affiliation(s):EAGLE STRATEGIES LLC
Tracy Lynn Clifford
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Justin Elderkin
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Robert John Roderick
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Joseph Anthony Morais
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Lisa Anne Prezzano
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Gale Edward Graves
Lynne Alison Letendre
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Lindsey Bennett Moccia
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Peter Charles Morin
Registered Affiliation(s):EAGLE STRATEGIES LLC
Eric Joseph Vacca
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Samuel Richardson Reid
Registered Affiliation(s):CHARTER OAK CAPITAL MANAGEMENT
John William Onesti
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Norman Eugene Webb
Registered Affiliation(s):LAKE STREET ADVISORS
Endri Kristo Trajani
Registered Affiliation(s):NOMURA SECURITIES INTERNATIONAL, INC.
Leah Megan Beattie
Registered Affiliation(s):VERIS WEALTH PARTNERS, LLC
Michael David Jones
Registered Affiliation(s):NORTHERN LIGHTS DISTRIBUTORS, LLC
Craig Scott Loconte
Registered Affiliation(s):MFS FUND DISTRIBUTORS, 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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
