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:
ARCA WEALTH, LLC
CRD#: 174765
Address: 22 Deer Street Suite 200, Portsmouth, NH 03801
Clients: 671
Average Clients per Advisor: 61
AUM: $ 1.3B
CMH WEALTH MANAGEMENT, LLC
CRD#: 150138
Address: 100 Market Street Suite 201, Portsmouth, NH 03801
Clients: 116
Average Clients per Advisor: 16
AUM: $ 813M
NVEST FINANCIAL, LLC
CRD#: 128868
Address: Two International Drive Suite 110, Portsmouth, NH 03801
Clients: 607
Average Clients per Advisor: 121
AUM: $ 688M
ESSENTIAL PLANNING, LLC
CRD#: 106651
Address: 500 Market Street, Unit 1d, Portsmouth, NH 03801
Clients: 410
Average Clients per Advisor: 136
AUM: $ 524M
HARBOR ADVISORY CORPORATION
CRD#: 105151
Address: 500 Market St. Suite 1a, Portsmouth, NH 03801
Clients: 45
Average Clients per Advisor: 15
AUM: $ 481M
CORNERSTONE FINANCIAL PLANNING, LLC
CRD#: 129656
Address: 8 Greenleaf Woods Dr. Suite 202, Portsmouth, NH 03801
Clients: 80
Average Clients per Advisor: 13
AUM: $ 401M
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
Michael Lewis Shearin
Registered Affiliation(s):MORGAN STANLEY
Richard Matthew Hendl
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jeffrey I Appelstein
Registered Affiliation(s):MORGAN STANLEY
Christopher John Reaney
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Peter Osborne Frisch
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Brian Thomas Becker
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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