Robert A. Zock & Co., Inc., an established investment advisory firm, is located in Sutton, NH, operating from three offices. With an impressive track record, the firm serves a diverse client base of over 20 individuals, managing a substantial $140,199,000 in assets. Specializing in discretionary asset management, they cater primarily to high net worth individuals. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. The team at Robert A. Zock & Co., Inc. consists of two dedicated employees, each providing exceptional investment advisory services. Robert Zock Jr., Maureen Zock, and Robert Zock are some of the longest-serving advisors at the firm, contributing their expertise and experience to its continued success. Their combined efforts have resulted in an average of approximately $70,100,000 in assets under management per investment advisor, a figure that aligns with industry standards. With a reputation built on trust and reliability, Robert A. Zock & Co., Inc. strives to deliver tailored investment strategies that align with their clients' financial goals. By employing rigorous analysis and staying abreast of market trends, the firm ensures the highest level of service and commitment to each individual client. As the investment landscape evolves, Robert A. Zock & Co., Inc. remains dedicated to providing personalized investment solutions, helping clients navigate the complexities of wealth management while aiming for long-term success.

Loudon Investment Management, LLC is a reputable investment advisory firm headquartered in West Lebanon, NH. With over 30 individual clients and assets under management exceeding $168,043,000, the company has established a strong presence in the financial industry. Specializing in discretionary management, Loudon Investment Management primarily caters to high net worth individuals, although they also possess the capability to oversee employer funds. With a team of four dedicated professionals, including three investment advisors, Loudon Investment Management ensures personalized and expert service for their discerning clientele. The firm's average assets under management per investment advisor amount to approximately $56,010,000, demonstrating their ability to handle substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management. Loudon Investment Management's success can be attributed to the extensive experience and knowledge of their team. Douglas Loudon, Emily Sands, and Lynn O'Mealia are among the firm's longest tenured advisors, contributing to its strong track record and client satisfaction. As a small investment advisory firm, Loudon Investment Management maintains a commitment to providing exceptional financial guidance and ensuring the growth and preservation of their clients' wealth. Their expertise and personalized approach make them a trusted partner for individuals seeking reliable and effective investment strategies. With a focus on delivering results, Loudon Investment Management continues to build upon its strong reputation in the industry.

Cohen Investment Advisors, LLC, headquartered in Bedford, NH, is a reputable investment advisory firm known for providing expert financial guidance. With three strategically located offices, they serve a diverse clientele across the region. The company boasts a dedicated team of seven professionals, two of whom specialize in delivering comprehensive investment advisory services. Demonstrating their competence and professionalism, Cohen Investment Advisors manages an impressive average of approximately $74,910,000 in assets per investment advisor. This figure aligns with industry standards, solidifying their position as a trusted player in the market. When it comes to compensation, Cohen Investment Advisors employs a flexible structure that includes various methods, such as a percentage of assets under management. While the firm's portfolio composition leans more towards discretionary management, they also possess the capability to oversee employer funds. Cohen Investment Advisors primarily caters to high-net-worth individuals, making up the majority of their clientele. With a client base of over 130 individuals, they expertly manage assets totaling more than $149,830,000. Notably, Daniel Cohen, one of the firm's registered advisors, has been an instrumental part of Cohen Investment Advisors since 2015. With his extensive experience and unwavering commitment to client success, he has solidified his position as one of the longest-tenured professionals within the company. Overall, Cohen Investment Advisors, LLC distinguishes itself as a reliable and client-focused firm, consistently delivering superior investment advisory services to individuals seeking expert financial guidance.

Secure Planning, based out of Portsmouth, NH, is a reputable small investment advisory firm with a solid track record. With over 900 individual clients and more than $152,269,000 in assets under management, they have established themselves as a trusted partner for their clients' financial planning needs. The firm operates from two offices and offers a wide range of services, including insurance brokering and agency services. What sets Secure Planning apart is their expertise in managing employer 401Ks and individual investments, making them well-versed in this specialized area. All of the assets they manage are discretionary, allowing clients to entrust their financial decisions to the capable hands of Secure Planning's experienced advisors. The firm's compensation structure is flexible and diverse, offering various options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This approach ensures that clients can choose the most suitable arrangement for their unique requirements. With a total of six employees, four of whom specialize in investment advisory services, Secure Planning maintains a favorable advisor-to-assets ratio. On average, each investment advisor manages approximately $38,070,000 in assets under their care. Notably, Secure Planning boasts a team of seasoned advisors, including Lisa Dugan, Edward Mallon, and Julianne Smith, who have been with the firm for an extended period, providing stability and continuity for their clients. Secure Planning's dedication to personalized service, comprehensive financial planning, and wealth management makes them a trusted partner in helping individuals and employers navigate their financial futures.

Three Bearings Fiduciary Advisors, Inc., a small investment advisory firm based in Hampton, NH, distinguishes itself with its expert financial guidance and personalized approach. With a team of four dedicated professionals, including two seasoned investment advisors, they provide comprehensive services to their clientele. The firm boasts an impressive average of approximately $16,940,000 in assets under management per investment advisor, reflecting their commitment to handling substantial portfolios with exceptional care. Three Bearings Fiduciary Advisors, Inc. manages a diverse range of client assets, totaling over $256,368,000. While 401K and individual accounts comprise less than 30% of their assets under management, the firm possesses the capability to oversee employer funds, expanding their reach in the investment landscape. With over 90 individual clients, Three Bearings Fiduciary Advisors, Inc. has built a reputation for trust and reliability. Their compensation structure is flexible, incorporating various types, such as a percentage of assets under management and performance-based fees. This alignment ensures that the firm's success is closely tied to the success of their clients. David Mayes and Zachary Zwick, two of the longest tenured registered advisors, bring a wealth of experience to the team. Their expertise, coupled with the firm's commitment to discretion and integrity, has fostered enduring relationships with their clientele. Situated in Hampton, NH, Three Bearings Fiduciary Advisors, Inc. operates from a single office, enabling them to provide localized and personalized service to their valued clients. With their meticulous approach and dedication to client satisfaction, Three Bearings Fiduciary Advisors, Inc. continues to be a trusted partner for individuals and organizations seeking astute investment advisory services.

Aurelius Family Office, LLC is a distinguished investment advisory firm based in Bedford, NH, with a rich history of serving high net worth individuals. With over 20 individual clients and an impressive $113,621,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Committed to providing personalized financial solutions, Aurelius Family Office, LLC operates from four strategically located offices, ensuring convenient access for their esteemed clientele. While they specialize in managing discretionary assets, they also possess the expertise to oversee employer funds, offering a comprehensive suite of services. With a compensation structure that includes various options such as a percentage of assets under management and hourly charges, the firm ensures transparency and aligns their interests with those of their clients. Their diligent team of six dedicated professionals, including two investment advisors, consistently strives to maximize client returns and provide exceptional service. Mark Witaschek and James Rogers, two of the firm's most tenured registered advisors, bring a wealth of experience and expertise to the table. Their deep understanding of the market and commitment to client success have contributed significantly to the firm's stellar reputation. Aurelius Family Office, LLC prides itself on its average assets under management per investment advisor, which stands at approximately $56,810,000. This figure is in line with the industry average, highlighting the firm's ability to effectively manage and grow substantial portfolios. With a steadfast dedication to their clients' financial well-being, Aurelius Family Office, LLC continues to solidify its position as a premier investment advisory firm, offering tailored solutions and a trusted partnership for wealth preservation and growth.

Eldridge Investment Advisors Inc, based in Manchester, NH, is a local investment advisory firm that provides comprehensive financial services. With eight dedicated professionals on board, they specialize in offering expert investment advice to their clients. Each investment advisor at Eldridge Investment Advisors Inc manages an average of approximately $86,180,000 in assets, aligning with industry standards. The firm's compensation structure is diversified and includes various models, such as a percentage of assets under management. With over 340 individual clients entrusting them with their financial portfolios, Eldridge Investment Advisors Inc oversees a substantial total of $585,239,000 in assets under management. While their focus primarily lies on individual accounts and 401Ks, which together account for less than 30% of their total assets, Eldridge Investment Advisors Inc also possesses the capability to manage employer funds, showcasing their versatility and adaptability. Eldridge Investment Advisors Inc manages 100% of the assets under their care through a discretionary approach, allowing them the freedom to make informed investment decisions on behalf of their clients. With their wealth of experience and expertise, the firm has built a strong reputation in the local community. Headed by seasoned advisors, including Craig Garner, Kevin Whitmore, and Susan Eldridge, Eldridge Investment Advisors Inc combines their team's knowledge and skills to provide personalized investment strategies tailored to their clients' unique financial goals and risk tolerance. With their commitment to excellence and their clients' financial well-being, Eldridge Investment Advisors Inc continues to serve as a trusted partner, guiding individuals and organizations towards financial success.

Granite Financial Partners, headquartered in Milford, NH, is a reputable investment advisory firm serving a diverse clientele. With over 170 individual clients and a staggering $250,119,000 in assets under management, Granite Financial Partners is committed to providing exceptional financial solutions. The firm operates from two strategically located offices to cater to their clients' needs effectively. Although 401K and individual accounts constitute less than 30% of their total assets under management, Granite Financial Partners boasts the capability to effectively manage employer funds. Impressively, 91% of the assets they oversee are handled with discretionary authority, demonstrating their expertise and trustworthiness in making informed investment decisions. Granite Financial Partners offers a flexible compensation structure tailored to their clients' preferences. Their compensation options include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients' financial goals. With a team of six dedicated professionals, including two experienced investment advisors, Granite Financial Partners ensures personalized attention and tailored solutions for their clients. On average, each investment advisor manages approximately $125,060,000 in assets, which aligns with the industry average, highlighting their competence and expertise in the financial services sector. As a leading investment advisory firm in Milford, NH, Granite Financial Partners prides itself on delivering comprehensive financial guidance and helping clients achieve their long-term financial objectives. With their extensive experience and client-centric approach, they have established a solid reputation for excellence in the industry.

DAVID WENDELL ASSOCIATES, INC. is a prominent local investment advisory firm based in Portsmouth, NH. With over 260 individual clients and a staggering $1,100,371,000 in assets under management, the firm has established itself as a trusted name in the financial industry. Operating from a single office, David Wendell Associates specializes in managing the investments of high-net-worth individuals. While the firm's portfolio comprises a diverse range of assets, including 401K and individual accounts, such holdings represent less than 30% of their assets under management. However, David Wendell Associates possesses the expertise and capacity to effectively manage employer funds, contributing to their well-rounded service offerings. An impressive 84% of the assets they manage are discretionary, providing clients with a personalized and flexible investment approach. With a compensation structure that includes various types, such as a percentage of assets under management and fixed fees, the firm ensures alignment with their clients' financial goals. Employing a team of six skilled professionals, five of whom provide investment advisory services, David Wendell Associates maintains a remarkable average of approximately $220,070,000 in assets under management per investment advisor, significantly surpassing the industry average. The firm prides itself on its experienced and dedicated staff, with notable long-tenured advisors including Kathryn Shea, Karen Wendell, and Peter Boland. Their commitment to delivering exceptional financial guidance and tailored investment strategies has solidified their reputation as a leading investment advisory firm in Portsmouth, NH, and beyond.

Atlas Fiduciary Services, Inc. is a small investment advisory firm based out of Concord, NH, with a strong reputation in the financial industry. With over 80 individual clients, they currently manage an impressive $197,897,000 in assets. The company's dedication to their clients is reflected in their personalized approach and commitment to providing sound investment advice. Although 401K and individual accounts make up less than 30% of their assets under management, Atlas Fiduciary Services, Inc. possesses the expertise and capacity to manage employer funds as well. Approximately 45% of the assets they oversee are discretionary, allowing them to exercise professional judgment in the best interest of their clients. Atlas Fiduciary Services, Inc. employs a compensation structure that encompasses various methods, including a percentage of assets under management and hourly charges. This flexible approach ensures that clients have options that align with their unique investment needs. With two dedicated employees, all of whom offer investment advisory services, Atlas Fiduciary Services, Inc. provides a personalized and attentive experience for their clients. On average, each investment advisor handles approximately $98,950,000 in assets under management, which is consistent with industry standards. John Heise, one of the firm's registered advisors, boasts an impressive tenure since joining the company in 2022. His extensive experience and deep understanding of the financial markets make him a valuable asset to the team, further enhancing the quality of service provided by Atlas Fiduciary Services, Inc. Through their expertise, commitment, and personalized approach, Atlas Fiduciary Services, Inc. strives to build lasting relationships with their clients, helping them achieve their financial goals and secure a prosperous future.

Valpey Financial Services LLC is a reputable investment advisory firm based in Concord, NH, with two office locations. With a total of four dedicated professionals on their team, Valpey Financial Services LLC specializes in providing comprehensive investment advisory services. Their commitment to excellence is reflected in their impressive average of approximately $164,200,000 in assets under management per investment advisor, significantly surpassing the industry average. The firm offers a diverse compensation structure, allowing clients to choose from various options such as a percentage of assets under management and hourly charges. Although 401K and individual accounts constitute less than 30% of their assets under management, Valpey Financial Services LLC possesses the expertise to effectively manage employer funds. An impressive 94% of the assets they oversee are under discretionary management, showcasing their ability to make informed decisions on behalf of their clients. Primarily catering to high-net-worth individuals, Valpey Financial Services LLC proudly serves over 80 individual clients, boasting a remarkable $164,196,000 in assets under management. Victoria Webber and Ronald Valpey stand as the firm's distinguished registered advisors, both renowned for their extensive tenure and expertise within the organization. Valpey Financial Services LLC is dedicated to delivering personalized financial solutions, leveraging their deep industry knowledge and a client-centric approach. With their strong track record and unwavering commitment to client success, Valpey Financial Services LLC continues to be a trusted partner in helping individuals and businesses navigate the complex landscape of investment management.