Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
PRIME BUCHHOLZ LLC 273 Corporate Drive, Suite 250,
Portsmouth, NH 3801 |
106455 |
$8,835,781,776 |
49 |
A percentage of AUM Fixed fees Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
LAKE STREET ADVISORS 145 Maplewood Avenue,
Suite 210 Portsmouth, NH 3801 |
288300 |
$3,395,378,209 |
1524 |
A percentage of AUM Fixed fees Other (PERCENT OF ASSETS UNDER ADVISEMENT) |
DAVID WENDELL ASSOCIATES, INC. 1 New Hampshire Avenue, Suite 300,
Portsmouth, NH 3801 |
106664 |
$1,279,596,000 |
476 |
A percentage of AUM Fixed fees |
CHARTER OAK CAPITAL MANAGEMENT Two International Drive,
Suite 325 Portsmouth, NH 3801 |
120870 |
$890,337,223 |
3439 |
A percentage of AUM Hourly charges Fixed fees |
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 303 Islington Street,
Portsmouth, NH 3801 |
170442 |
$447,857,247 |
1442 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
HARBOR ADVISORY CORPORATION 500 Market St., Ste 11,
Portsmouth, NH 3801 |
105151 |
$391,747,800 |
411 |
A percentage of AUM Hourly charges Fixed fees |
ESSENTIAL PLANNING, LLC 500 Market Street, Unit 1d,
Portsmouth, NH 3801 |
106651 |
$332,578,207 |
1481 |
A percentage of AUM Hourly charges Fixed fees |
SEASCAPE CAPITAL MANAGEMENT,LLC 99 Bow Street,
Suite 300 East Portsmouth, NH 3801 |
126928 |
$299,978,752 |
583 |
A percentage of AUM |
GRANITE BAY WEALTH MANAGEMENT, LLC 767 Islington St., Unit 1-D,
Portsmouth, NH 3801 |
174765 |
$292,496,013 |
1098 |
A percentage of AUM Hourly charges Fixed fees |
NVEST FINANCIAL, LLC Two International Drive,
Suite 110 Portsmouth, NH 3801 |
128868 |
$274,411,301 |
1104 |
A percentage of AUM Hourly charges Fixed fees |
CORNERSTONE FINANCIAL PLANNING, LLC 210 Commerce Way,
Suite 230 Portsmouth, NH 3801 |
129656 |
$266,577,193 |
820 |
A percentage of AUM Hourly charges Fixed fees |
CREEGAN & NASSOURA FINANCIAL GROUP, LLC 117 Bow Street, Suite 111,
Portsmouth, NH 03801-3851 |
116663 |
$229,178,817 |
348 |
A percentage of AUM Hourly charges Fixed fees |
CLARK ASSET MANAGEMENT, LLC 170 Commerce Way,
Suite 200 Portsmouth, NH 3801 |
284480 |
$199,376,740 |
291 |
Fixed fees |
SECURE PLANNING 42 Middle St,
Portsmouth, NH 3801 |
42179 |
$176,668,505 |
896 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT 110 Chapel St.,
Portsmouth, NH 3801 |
286628 |
$130,847,487 |
552 |
A percentage of AUM Fixed fees |