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Find The Best Financial Advisors in Portsmouth, New Hampshire

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Portsmouth is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Portsmouth & pick the one as per your needs

How To Find The Best Financial Advisors in Portsmouth, New Hampshire

Last Updated - 17-Mar-2023

If you’re looking for qualified financial advisors in Portsmouth, New Hampshire, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 47 non-vetted financial advisors in Portsmouth, New Hampshire, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Portsmouth, New Hampshire have an average of 14 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Portsmouth, New Hampshire

advisor-photo

Joseph Skees

Granite Bay Wealth Management, LLC

767 Islington Street
Unit 1D

Portsmouth, NH 03801

888-610-8881

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Bluebird Wealth Management

Bluebird Wealth Management

6 Felton Ln

West Newbury, MA 01985

978-775-1287

Top Financial Advisor Firms in New Hampshire (Ranked by AUM)

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

Additional Financial Advisors in New Hampshire

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Andy Chace
Inquire with Andy
25 Chestnut St, Ste 300N Portsmouth, NH 03801 603-430-9080
Bruce Addison
Inquire with Bruce
1 Harbour Place, Ste 125 Portsmouth, NH 03801 603-422-8919
Morgan Stanley Financial Advisors
Inquire with Morgan
1 Harbour Place, Ste 125 Portsmouth, NH 03801 603-422-8900
Patricia G Everett
Inquire with Patricia
314 Middle St, Portsmouth, NH 03801 603-501-0324
Cole R Parlin
Inquire with Cole
314 Middle St, Portsmouth, NH 03801 978-474-9905
Scott White
Inquire with Scott
25 Chestnut St, Ste 300N Portsmouth, NH 03801 603-430-9080
David Blake
Inquire with David
25 Chestnut St, Ste 300N Portsmouth, NH 03801 603-430-9080
Travis Grieb
Inquire with Travis
25 Chestnut St, Ste 300N Portsmouth, NH 03801 603-430-9080
Jason Smith
Inquire with Jason
25 Chestnut St, Ste 300N Portsmouth, NH 03801 603-430-9080
Spike Trueworthy
Inquire with Spike
25 Chestnut St, Ste 300N Portsmouth, NH 03801 603-430-9080

Select other cities around New Hampshire to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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