Financial advisers in Portsmouth, NH
19 registered investment adviser firms in Portsmouth managing $37.7B in assets, based on public SEC Form ADV filings.
Prime Buchholz LLC
Portsmouth, NH · Est. 1990
- AUM
- $14.1B
- Per adviser
- $204M
- Advisers
- 69
No reported disclosures
Impax Asset Management LLC
Portsmouth, NH · Est. 1972
- AUM
- $8.9B
- Per adviser
- $298M
- Advisers
- 30
No reported disclosures
Matrix Capital Management Company, LP
Portsmouth, NH · Est. 2012
- AUM
- $2.3B
- Per adviser
- $581M
- Advisers
- 4
No reported disclosures
Wellesley Asset Management, INC.
Portsmouth, NH · Est. 2002
- AUM
- $2.0B
- Per adviser
- $105M
- Advisers
- 19
No reported disclosures
Tide Cycle Resources LLC
Portsmouth, NH · Est. 2024
- AUM
- $1.9B
- Per adviser
- $926M
- Advisers
- 2
No reported disclosures
Charter Oak Capital Management
Portsmouth, NH · Est. 2005
- AUM
- $1.6B
- Per adviser
- $121M
- Advisers
- 13
No reported disclosures
David Wendell Associates, INC.
Portsmouth, NH · Est. 1994
- AUM
- $1.3B
- Per adviser
- $266M
- Advisers
- 5
No reported disclosures
Arca Wealth, LLC
Portsmouth, NH · Est. 2015
- AUM
- $1.3B
- Per adviser
- $115M
- Advisers
- 11
No reported disclosures
Cmh Wealth Management, LLC
Portsmouth, NH · Est. 2009
- AUM
- $813M
- Per adviser
- $116M
- Advisers
- 7
No reported disclosures
Nvest Financial, LLC
Portsmouth, NH · Est. 2022
- AUM
- $688M
- Per adviser
- $138M
- Advisers
- 5
No reported disclosures
Measured Wealth Private Client Group, LLC
Portsmouth, NH · Est. 2014
- AUM
- $528M
- Per adviser
- $48M
- Advisers
- 11
No reported disclosures
Essential Planning, LLC
Portsmouth, NH · Est. 1996
- AUM
- $524M
- Per adviser
- $175M
- Advisers
- 3
Harbor Advisory Corporation
Portsmouth, NH · Est. 1972
- AUM
- $481M
- Per adviser
- $160M
- Advisers
- 3
No reported disclosures
Seascape Capital Management,LLC
Portsmouth, NH · Est. 2014
- AUM
- $467M
- Per adviser
- $156M
- Advisers
- 3
No reported disclosures
Cornerstone Financial Planning, LLC
Portsmouth, NH · Est. 2016
- AUM
- $401M
- Per adviser
- $67M
- Advisers
- 6
No reported disclosures
Secure Planning
Portsmouth, NH · Est. 1998
- AUM
- $187M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Four Tree Island Advisory LLC
Portsmouth, NH · Est. 2024
- AUM
- $182M
- Per adviser
- $182M
- Advisers
- 1
No reported disclosures
Capital Design Private Wealth LLC
Portsmouth, NH · Est. 2023
- AUM
- $96M
- Per adviser
- $48M
- Advisers
- 2
No reported disclosures
Option Research & Technology Services, LLC
Portsmouth, NH · Est. 2018
- AUM
- —
- Per adviser
- —
- Advisers
- 5
No reported disclosures