Northstar Financial Planning, LLC, a prominent local investment advisory firm based in Windham, NH, is dedicated to providing comprehensive financial planning services to a diverse range of clients. With a team of nine highly skilled professionals, including six investment advisors, they offer expert guidance and management for individuals and organizations seeking to maximize their financial potential. With an average of approximately $75,740,000 in assets under management per investment advisor, Northstar Financial Planning, LLC demonstrates a solid track record of success. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring a tailored approach to meet their clients' needs. Currently, Northstar Financial Planning, LLC oversees a robust client base of over 90 individuals, with total assets under management exceeding $184,000,000. Primarily catering to high net worth individuals, they possess extensive experience in managing substantial portfolios. While 401K and individual accounts constitute less than 30% of their assets under management, Northstar Financial Planning, LLC possesses the expertise and capability to effectively handle employer funds. An impressive 83% of the assets they manage are discretionary, enabling them to make informed decisions aligned with their clients' financial goals. Northstar Financial Planning, LLC distinguishes itself through its long-standing presence in the industry and a reputation for delivering exceptional service. Notably, their team includes esteemed advisors such as Kristina George, Alexa Darbe, and Robin Young, who boast extensive tenure within the firm. With a commitment to providing tailored financial solutions, Northstar Financial Planning, LLC continues to empower their clients to achieve lasting financial success through prudent and strategic planning.

Northeast Planning Associates, Inc. is a reputable regional investment advisory firm located in Bedford, NH. With a team of 126 dedicated professionals, they provide comprehensive financial planning and investment advisory services to a diverse client base. Among their staff, 69 advisors specialize in delivering personalized investment advice to individuals and organizations. With an average of $85,980,000 in assets under management per investment advisor, Northeast Planning Associates, Inc. maintains an industry-average performance. They offer a flexible compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that align with their financial goals. Boasting over 850 individual clients, Northeast Planning Associates, Inc. manages an impressive $255,647,000 in assets. Over 80% of these assets are attributed to employer 401K plans and individual portfolios, making them particularly skilled in managing retirement plans for employers and employees alike. Notably, all the assets under their management are handled on a discretionary basis, granting the firm the authority to make investment decisions on behalf of their clients. Spanning across 33 offices, Northeast Planning Associates, Inc. has established a strong presence in the region. Their success can be attributed in part to the expertise of their experienced advisors, including the esteemed professionals Thomas Harnish, Craig Grover, and Donald Burnham, who have served the firm with distinction for many years. As a trusted investment advisory firm, Northeast Planning Associates, Inc. is committed to delivering tailored financial solutions and helping clients navigate their wealth management needs with integrity and expertise.

Clean Yield Asset Management is a small investment advisory firm based out of Norwich, VT, with two offices. With a team of eight employees, four of whom provide investment advisory services, Clean Yield Asset Management caters to a diverse clientele. Their expertise lies in managing assets for high net worth individuals, and they currently serve over 110 individual clients. The firm boasts an impressive total of $477,811,000 in assets under management, averaging approximately $119,450,000 per investment advisor. Clean Yield Asset Management follows a discretionary investment approach, where they have full authority to make investment decisions on behalf of their clients. They offer various compensation structures, including a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to meet their clients' needs. While their focus primarily centers around managing assets for high net worth individuals, Clean Yield Asset Management also possesses the capability to manage employer funds. However, 401K and individual accounts constitute less than 30% of their assets under management. With a team of experienced advisors, Clean Yield Asset Management ensures that their clients receive expert guidance and support. Some of the longest-tenured advisors at the firm include Elizabeth Glenshaw, Eric Becker, and Dorigen Hofmann, who bring a wealth of knowledge and experience to the table. Clean Yield Asset Management's commitment to personalized service and their proven track record of managing significant assets have positioned them as a trusted partner for individuals seeking professional investment advice.

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.

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.

Based out of Norwich, VT, Otto & Associates, Inc. is a small investment advisory firm with a strong reputation in the industry. With a team of six dedicated employees, three of whom provide investment advisory services, they offer comprehensive financial guidance to their clients. The firm boasts an impressive average of approximately $662,440,000 in assets under management per investment advisor, well above the industry average. With a diverse compensation structure, Otto & Associates, Inc. ensures flexibility for both their clients and advisors. Their compensation methods include a percentage of assets under management as well as fixed fees, among others. Their clientele consists of over 80 individual clients, with assets under management totaling more than $194,455,000. The majority of the assets they manage are for high-net-worth individuals, though they also have the capability to handle employer funds. All the assets managed by Otto & Associates, Inc. are discretionary, providing their clients with a high level of trust and confidence. The firm maintains a single office in Norwich, VT, where their dedicated team of advisors diligently serves their clients' financial needs. Notably, some of the longest-tenured advisors at the firm include Susan Goodell, David Otto, and Deborah Maher. With their extensive experience and expertise, they contribute to the firm's track record of delivering exceptional service and financial guidance to their valued clients.

Affinity Investment Group, LLC, based out of Exeter, NH, is a reputable small investment advisory firm with a strong presence in the industry. Boasting over 430 individual clients, they have successfully amassed an impressive $368,147,000 in assets under management. With their expertise and dedication, Affinity Investment Group caters to a diverse clientele, including employer 401Ks and individuals. The firm's extensive experience in managing employer 401Ks and individual assets sets them apart in the market. A remarkable 83% of the assets they oversee are under their discretionary management, a testament to their expertise and ability to make informed investment decisions. Affinity Investment Group's compensation structure is designed to provide flexibility and choice to their clients. They offer various options, including a percentage of assets under management, fixed fees, and commissions, ensuring that clients can select the arrangement that best suits their needs. With a team of 7 dedicated employees, including 4 seasoned investment advisors, Affinity Investment Group offers personalized and comprehensive investment advisory services. Their average assets under management per investment advisor stand at approximately $92,040,000, which aligns with the industry average. Among the standout features of Affinity Investment Group are their longest tenured advisors. Gregory Gagne, Lucas Gagne, and James Ellis have played pivotal roles in the firm's success, leveraging their extensive knowledge and experience to deliver exceptional service to clients. Overall, Affinity Investment Group, LLC is a trusted partner for individuals and businesses seeking professional investment advisory services. With their proven track record, commitment to client satisfaction, and a broad range of expertise, they continue to establish themselves as a leading presence in the industry.

Bartley Financial Advisors, LLC is a reputable investment advisory firm based in Bedford, NH, with two offices catering to clients' financial needs. With a team of three dedicated professionals, one of whom specializes in investment advisory services, Bartley Financial Advisors, LLC is committed to providing personalized financial guidance. With an average of $116,070,000 in assets under management per investment advisor, they maintain a solid standing within the industry. The firm's compensation structure is diverse, incorporating various approaches such as a percentage of assets under management, hourly charges, and fixed fees. Although 401K and individual accounts constitute less than 30% of their total assets under management, Bartley Financial Advisors, LLC possesses the necessary expertise to handle employer funds as well. Remarkably, approximately 82% of the assets they manage are discretionary, demonstrating their clients' trust in their judgment. Primarily serving high net worth individuals, Bartley Financial Advisors, LLC takes pride in their extensive client base, consisting of over 50 individuals, whose combined assets under management exceed $116,069,000. Robert Bartley, one of the firm's founding members, has been a registered advisor since 2000, showcasing his extensive experience and dedication to the field. Bartley Financial Advisors, LLC continues to provide comprehensive financial services and strives to assist clients in achieving their long-term investment goals.

Cornerstone Financial Planning, LLC, based out of Portsmouth, NH, is a reputable investment advisory firm serving over 110 individual clients with a remarkable $254,202,000 in assets under management. With three offices, Cornerstone Financial Planning specializes in providing comprehensive financial planning solutions to individuals and families. Although 401K and individual accounts represent less than 30% of their assets under management, the firm possesses the expertise and capacity to effectively manage employer funds. A noteworthy aspect is that 98% of the assets they manage are discretionary, reflecting their clients' trust and confidence in the firm's investment strategies. Cornerstone Financial Planning primarily caters to high-net-worth individuals, managing the majority of their substantial assets. Their compensation structure is designed to align with the clients' needs and includes various options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of seven employees, including six investment advisors, Cornerstone Financial Planning maintains a favorable ratio of assets under management per investment advisor, averaging approximately $42,370,000. The firm takes pride in their experienced staff, with notable advisors such as Barry Betters, Christina Traurig, and Mackenzie Arsenault, who have demonstrated their commitment and expertise over the years. Cornerstone Financial Planning, LLC strives to provide personalized financial advice and guidance, ensuring that their clients' goals and aspirations are at the forefront of every decision made. With their comprehensive approach and experienced team, they continue to be a trusted partner in helping clients navigate their financial future.

Independence Financial Advisors, LLC, based out of Franklin, NH, is a well-established local investment advisory firm with a strong presence in the financial services industry. With over 2,280 individual clients, they manage an impressive $329,669,000 in assets. The firm operates from nine offices, strategically located to cater to a diverse range of clients. Independence Financial Advisors specializes in offering comprehensive financial solutions, including investment advisory services and insurance brokerage. They possess extensive expertise in managing employer 401Ks and individual portfolios, with around half of their assets under management originating from these sources. Notably, 95% of the assets they oversee are discretionary, indicating a high level of trust placed in their capabilities by clients. The firm adopts a flexible compensation structure, which includes various types such as a percentage of assets under management and hourly charges. This approach ensures that clients have options that align with their unique needs and preferences. Independence Financial Advisors boasts a dedicated team of ten employees, with seven of them providing expert investment advisory services. On average, each investment advisor manages approximately $47,100,000 in assets, reflecting industry-standard performance. The firm takes pride in its experienced advisors, with Glenn Lepene, Paul Gatehouse, and Michael Ventura being some of the longest-tenured professionals within the organization. As a trusted financial advisor, Independence Financial Advisors, LLC is committed to assisting individuals and businesses in achieving their financial goals, providing personalized strategies and reliable guidance to navigate the complex world of investments and insurance.

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.