Financial advisers in Concord, NH
4 registered investment adviser firms in Concord managing $1.8B in assets, based on public SEC Form ADV filings.
Carlson Investments
Concord, NH · Est. 1989
Local
- AUM
- $736M
- Per adviser
- $92M
- Advisers
- 8
No reported disclosures
Whitegate Investment Counselors, INC.
Concord, NH · Est. 1992
LocalInternational
- AUM
- $545M
- Per adviser
- $182M
- Advisers
- 3
No reported disclosures
Atlas Fiduciary Services, INC.
Concord, NH · Est. 2022
Local
- AUM
- $269M
- Per adviser
- $67M
- Advisers
- 4
No reported disclosures
Valpey Financial Services LLC
Concord, NH · Est. 2020
Local
- AUM
- $226M
- Per adviser
- $226M
- Advisers
- 1
No reported disclosures