The Financial Advisors, LLC, a highly reputable investment advisory firm headquartered in Andover, MA, boasts a team of 13 dedicated professionals. With a focus on providing expert financial guidance, they have positioned themselves as industry leaders. Seven of their skilled employees specialize in delivering top-notch investment advisory services, catering to a diverse range of clients. With an impressive average of approximately $850,320,000 in assets under management per investment advisor, The Financial Advisors, LLC surpasses the industry average, reflecting their exceptional expertise and performance. Their compensation structure offers various options, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. The firm takes pride in its extensive client base, serving over 460 individual clients and managing assets worth more than $849,960,000. A significant portion of their managed assets belongs to high net worth individuals, highlighting their proficiency in catering to the unique needs of this discerning clientele. While 401K and individual accounts comprise less than 30% of their assets under management, The Financial Advisors, LLC possesses the capability to efficiently manage employer funds, demonstrating their versatility and commitment to comprehensive financial solutions. Notably, 98% of the assets they manage are discretionary, empowering clients with trust and peace of mind. Operating from two offices in Andover, MA, The Financial Advisors, LLC has established deep roots in the local community. The firm's success is built on the expertise of its seasoned advisors, including Robert Miller, Michael Kumph, and Louis Bonasera, who boast long tenures and contribute valuable insights to the team's collective knowledge and experience.

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.

Whitegate Investment Counselors, Inc. is a highly reputable and successful investment advisory firm based out of Concord, NH. With four dedicated employees, they specialize in providing top-notch investment advisory services to their esteemed clients. With an exceptional track record, Whitegate Investment Counselors, Inc. manages an impressive average of approximately $823,760,000 in assets under management per investment advisor, surpassing the industry average by a significant margin. This achievement speaks volumes about their expertise and ability to deliver exceptional results for their clients. Their compensation structure is designed to align their interests with the clients' success, incorporating various types such as a percentage of assets under management and performance-based fees. This ensures that the firm's advisors are motivated to generate outstanding returns for their clients. Whitegate Investment Counselors, Inc. takes pride in serving a diverse client base, catering to over 60 individual clients with assets under management exceeding $618,358,000. The majority of these assets are managed for high net worth individuals, attesting to the firm's ability to handle substantial portfolios. Notably, an impressive 98% of the assets they manage are discretionary, demonstrating the trust their clients place in their investment decisions and expertise. Operating from a single office in Concord, NH, Whitegate Investment Counselors, Inc. has established itself as a small yet influential investment advisory firm. The company's success is underpinned by the expertise and dedication of its longest-tenured advisors, including Sarah Burdette, Paulette Wolfe, and Carl Erickson, who have contributed significantly to the firm's stellar reputation and client satisfaction.

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.

Milestone Financial Planning, LLC, based out of Bedford, NH, is a prominent local investment advisory firm with a strong track record in the financial planning industry. With over 80 individual clients and an impressive $353,364,000 in assets under management, they have established themselves as a trusted partner for individuals seeking expert guidance in wealth management. The firm operates from four strategically located offices, enabling them to serve clients effectively across the region. While 401K and individual accounts account for a minority of their assets under management, Milestone Financial Planning, LLC possesses the expertise and capacity to effectively manage employer funds. Remarkably, all the assets they manage are discretionary, showcasing the confidence clients have in their investment strategies. Catering primarily to high-net-worth individuals, Milestone Financial Planning, LLC is equipped to address the unique financial challenges faced by this clientele. Their compensation structure is diverse, encompassing different types such as a percentage of assets under management and fixed fees, ensuring a tailored approach to each client's needs. With a team of 13 dedicated professionals, including 8 experienced investment advisors, the firm boasts an impressive average of approximately $44,170,000 in assets under management per investment advisor. Notably, Milestone Financial Planning, LLC prides itself on retaining long-tenured advisors like Jonathan Harrington, Jean Fullerton, and Jennifer Climo, who bring their wealth of knowledge and experience to the benefit of their clients. Through their comprehensive financial planning services and commitment to delivering personalized solutions, Milestone Financial Planning, LLC continues to be a trusted partner for clients seeking to achieve their financial milestones.

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.

Ledgewood Wealth Advisors, LLC is a small investment advisory firm based out of Exeter, NH, with one office. With a team of two dedicated employees, Ledgewood Wealth Advisors provides comprehensive investment advisory services to its clients. The firm manages an average of approximately $75,850,000 in assets per investment advisor, which aligns with the industry average. Ledgewood Wealth Advisors adopts a flexible compensation structure that includes various types, such as a percentage of assets under management, hourly charges, and fixed fees. While the firm primarily focuses on managing assets for high net worth individuals, they also possess the expertise and capability to manage employer funds, though 401K and individual accounts account for less than 30% of their assets under management. With a commitment to discretionary asset management, Ledgewood Wealth Advisors assumes full responsibility for decision-making on behalf of their clients. The firm boasts an impressive portfolio of over 40 individual clients, with total assets under management surpassing $151,691,000. Robert Wofchuck and Lawrence Sarkozy stand as two of the firm's longest-tenured registered advisors, bringing their extensive experience and knowledge to provide personalized financial guidance. Ledgewood Wealth Advisors prides itself on offering tailored investment strategies and maintaining strong relationships with their clients, ensuring their financial goals are met effectively.

Curbstone Financial Management Corp. is a local investment advisory firm based out of Manchester, NH, boasting a strong presence in the region. With a single office, the firm comprises a dedicated team of nine professionals, six of whom are focused on delivering exceptional investment advisory services. Their average assets under management per investment advisor stand at approximately $63,740,000, aligning with industry norms. Curbstone Financial Management Corp. employs a multi-faceted compensation structure, including a percentage of assets under management. While their management of 401K and individual accounts constitutes less than 30% of their total assets under management, the firm possesses the expertise and capacity to oversee employer funds. Notably, Curbstone Financial Management Corp. exclusively manages discretionary assets, indicating their clients' trust in their investment decision-making. Specializing in catering to high-net-worth individuals, the firm proudly serves over 130 individual clients, collectively entrusting them with over $382,449,000 in assets under management. The team at Curbstone Financial Management Corp. includes seasoned advisors such as Pamela Diamantis, Melvin Severance, and Robert Main, who have contributed significantly to the firm's longevity and success. With a client-centric approach, Curbstone Financial Management Corp. offers personalized investment strategies tailored to the unique financial goals of each individual. By leveraging their in-depth market knowledge and extensive experience, the firm strives to guide clients towards optimal investment outcomes, helping them secure their financial futures.

SFM, LLC is a reputable investment advisory firm based in Manchester, NH, serving a diverse clientele. With over 90 individual clients and an impressive $239,850,000 in assets under management, SFM, LLC has established itself as a trusted partner in the financial industry. The firm operates from a single office location, allowing for focused and personalized services. While SFM, LLC primarily manages discretionary assets, it also possesses the expertise to handle employer funds, although such accounts constitute less than 30% of their portfolio. The firm's primary client base consists of high-net-worth individuals who entrust SFM, LLC with the management of their substantial wealth. SFM, LLC's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, providing flexibility to clients based on their specific needs and preferences. The firm boasts a dedicated team of five employees, with four of them specializing in investment advisory services. Each investment advisor at SFM, LLC manages an average of approximately $59,960,000 in assets, aligning with the industry average. Notably, SFM, LLC takes pride in its long-standing advisors, who have demonstrated their commitment and expertise over the years. Esteemed professionals such as Steven Stokes, Christopher June, and Glenn Sweeney contribute their extensive knowledge and experience to the firm, further solidifying its reputation for providing exceptional financial guidance. Overall, SFM, LLC stands as a respected investment advisory firm, offering comprehensive and personalized services to a discerning clientele in Manchester, NH, and beyond.

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.