Financial advisers in Bedford, NH

12 registered investment adviser firms in Bedford managing $5.5B in assets, based on public SEC Form ADV filings.

The Harbor Group, INC.

Bedford, NH · Est. 1984

Local

Fee-based

AUM: $2.0B
Per adviser: $222M
Advisers: 9

No reported disclosures

Milestone Financial Planning, LLC

Bedford, NH · Est. 2016

RegionalInternational

Fee-based

AUM: $590M
Per adviser: $49M
Advisers: 12

No reported disclosures

Brophy Wealth Management, LLC

Bedford, NH · Est. 2013

Local

Fee-based

AUM: $533M
Per adviser: $133M
Advisers: 4

No reported disclosures

Bcas

Bedford, NH · Est. 1985

Local

Fee-based

AUM: $466M
Per adviser: $93M
Advisers: 5

No reported disclosures

Northeast Planning Associates, INC.

Bedford, NH · Est. 2017

National

Fee-based

AUM: $414M
Per adviser: $6M
Advisers: 69

No reported disclosures

Aurelius Family Office, LLC

Bedford, NH · Est. 2022

Regional

Fee-based

AUM: $315M
Per adviser: $315M
Advisers: 1

No reported disclosures

Cohen Investment Advisors, LLC

Bedford, NH · Est. 2019

RegionalInternational

Fee-based

AUM: $259M
Per adviser: $65M
Advisers: 4

No reported disclosures

Robbins Farley LLC

Bedford, NH · Est. 2020

Local

Fee-based

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

Apex Wealth Management, LLC

Bedford, NH · Est. 2021

Local

Fee-based

AUM: $191M
Per adviser: $96M
Advisers: 2

No reported disclosures

The Eideard Group, LLC

Bedford, NH · Est. 2006

Local

Fee-based

AUM: $158M
Per adviser: $79M
Advisers: 2

Bartley Financial Advisors, LLC

Bedford, NH · Est. 2021

Local

Fee-based

AUM: $152M
Per adviser: $152M
Advisers: 1

No reported disclosures

Granite State Retirement Planning, INC.

Bedford, NH · Est. 2022

Local

Fee-based

AUM: $143M
Per adviser: $143M
Advisers: 1

No reported disclosures