Financial advisers in Exeter, NH
5 registered investment adviser firms in Exeter managing $2.6B in assets, based on public SEC Form ADV filings.
Conservation Resource Partners, LLC
Exeter, NH · Est. 2012
LocalInternational
- AUM
- $822M
- Per adviser
- $117M
- Advisers
- 7
No reported disclosures
Summit Wealth Group LLC
Exeter, NH · Est. 2015
Local
- AUM
- $762M
- Per adviser
- $109M
- Advisers
- 7
No reported disclosures
Affinity Investment Group, LLC
Exeter, NH · Est. 2002
Regional
- AUM
- $595M
- Per adviser
- $198M
- Advisers
- 3
No reported disclosures
Blueline Advisors
Exeter, NH · Est. 2015
Local
- AUM
- $247M
- Per adviser
- $82M
- Advisers
- 3
No reported disclosures
Ledgewood Wealth Advisors, LLC
Exeter, NH · Est. 2019
LocalInternational
- AUM
- $217M
- Per adviser
- $108M
- Advisers
- 2
No reported disclosures