Williams Wealth Management, LLC, a reputable investment advisory firm based in Nashua, NH, is dedicated to providing exceptional financial services to its clients. With a knowledge cutoff in 2021, ChatGPT doesn't have specific information on Williams Wealth Management, LLC after this date. However, based on the provided description, it can be inferred that the company has established a solid presence in the industry. With over 130 individual clients and assets under management exceeding $106,586,000, Williams Wealth Management, LLC demonstrates its expertise in managing substantial portfolios. While they primarily cater to high net worth individuals, the firm also possesses the capabilities to oversee employer funds. Nearly all of the assets they manage, approximately 98%, are under discretionary management, reflecting their clients' trust in their decision-making abilities. Williams Wealth Management, LLC operates from a single office in Nashua, NH, and has a dedicated team of three employees who provide comprehensive investment advisory services. Their compensation structure is designed to align the firm's success with that of their clients, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. The firm prides itself on the experience and dedication of its advisors. Some of the longest-tenured professionals at Williams Wealth Management, LLC include Jeffrey Williams, Alexander Thompson, and Dyllin Moulton, who bring their extensive knowledge and expertise to bear in serving their clients' financial goals. With a track record of delivering personalized and results-driven financial solutions, Williams Wealth Management, LLC continues to build upon its reputation as a trusted advisor in the ever-changing landscape of wealth management.

The Harbor Group, Inc., based out of Bedford, NH, is a reputable local investment advisory firm with 18 dedicated employees. Among them, 8 specialize in providing investment advisory services, catering to a diverse client base of over 400 individuals. With assets under management totaling more than $1,325,621,000, The Harbor Group, Inc. demonstrates their expertise in managing substantial portfolios. Their compensation structure encompasses various types, including a percentage of assets under management. Averaging approximately $92,600,000 in assets per investment advisor, The Harbor Group, Inc. maintains an industry-average level of performance. Their focus primarily revolves around employer 401K plans, with over 80% of their assets under management originating from such plans or individual clients. Distinguished by their competence in discretionary asset management, the firm's services extend beyond mere advisory capacities. The Harbor Group, Inc. possesses the qualifications and experience required to skillfully oversee 401K plans for both employers and employees. Within the company's office in Bedford, NH, a team of seasoned advisors contributes to its success. Among the notable advisors are Ryan Callaghan, Vickie Worrad, and Timothy Riley, whose longstanding commitment to The Harbor Group, Inc. demonstrates their expertise and dedication to client satisfaction. With their comprehensive wealth management solutions, The Harbor Group, Inc. is poised to guide clients through a range of investment opportunities while ensuring their financial goals are met effectively and efficiently.

Grodman Financial Group, LLC is a highly esteemed investment advisory firm located in Bedford, NH. With over 20 years of experience in the industry, they have built a reputation for their exceptional financial expertise and personalized client service. Currently, the firm serves a diverse portfolio of over 50 individual clients, managing a total of $5,816,000 in assets. As a small yet dynamic company, Grodman Financial Group, LLC is dedicated to providing comprehensive investment solutions tailored to the unique needs and goals of their clients. Over 80% of their assets under management consist of employer 401K plans and individual investments. This specialized focus enables them to offer specialized knowledge and guidance in managing 401K plans for both employers and employees. Grodman Financial Group, LLC takes pride in their commitment to maintaining the highest standards of professionalism and ethical conduct. All of their employees, including the two investment advisors on staff, are dedicated to delivering top-notch investment advisory services. The firm's compensation structure is designed to align their interests with those of their clients. It includes various options such as a percentage of assets under management and hourly charges, ensuring transparency and fairness in their fee arrangements. One of the key pillars of Grodman Financial Group, LLC is the expertise and longevity of their registered advisors. Brian Grodman, a highly experienced professional, has been with the firm since 2001, making him one of the longest-tenured advisors in the industry. His knowledge and insights, coupled with the firm's commitment to excellence, make Grodman Financial Group, LLC a trusted partner in navigating the complexities of the financial markets and achieving long-term investment success.

Brophy Wealth Management, LLC, a small investment advisory firm based out of Bedford, NH, is dedicated to providing exceptional financial services to its clients. With over 460 individual clients, Brophy Wealth Management manages an impressive $364,402,000 in assets. Their comprehensive approach focuses on discretionary asset management, with 100% of the assets they oversee falling under this category. While high net worth individuals constitute the majority of their client base, Brophy Wealth Management also possesses the expertise to effectively manage employer funds. Their team of 8 talented professionals includes 2 investment advisors who are committed to delivering personalized strategies tailored to meet clients' financial goals. Brophy Wealth Management's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients have choices that align with their specific needs and preferences. With an average of approximately $182,200,000 in assets under management per investment advisor, Brophy Wealth Management demonstrates its ability to efficiently handle substantial portfolios. Notably, the firm boasts a team of seasoned advisors, including Luke Trotochaud, James Brophy, and Stephen Brophy, who have made significant contributions to the firm's success over the years. Located in Bedford, NH, Brophy Wealth Management has earned a reputation for providing professional, trustworthy, and results-driven financial advice. Their commitment to delivering exceptional service has positioned them as a trusted partner for individuals seeking expert guidance to navigate the complexities of wealth management.

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.

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.

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.

Based out of Nashua, NH, Peak Wealth Management LLC is a small investment advisory firm with three dedicated employees. With an average of $45,060,000 in assets under management per investment advisor, they align closely with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, fixed fees, and hourly charges. Impressively, Peak Wealth Management LLC boasts over 80 individual clients, entrusting them with over $93,582,000 in assets under management. The firm's primary focus lies in managing the assets of high net worth individuals, although they also have the capacity to handle employer funds. Notably, 100% of the assets they manage are under their discretionary authority, demonstrating their expertise and ability to make informed investment decisions. Operating from a single office, Peak Wealth Management LLC serves as a trusted advisor to their clients. They take pride in their team of experienced professionals, including the longest-tenured advisors Noah Gauthier, Steven Schnobrich, and John Garrity. Combining their industry knowledge, commitment to personalized service, and dedication to achieving their clients' financial goals, Peak Wealth Management LLC stands as a reliable and reputable investment advisory firm.

Granite State Retirement Planning, Inc., a small investment advisory firm based out of Bedford, NH, has established itself as a trusted partner in retirement planning. With over 80 individual clients and an impressive $102,157,000 in assets under management, the firm focuses on providing tailored financial solutions to meet the unique needs of each client. While Granite State Retirement Planning, Inc. manages a diverse portfolio of assets, it specializes in catering to high net worth individuals. These individuals entrust their wealth to the firm due to its proven track record in delivering sound investment strategies and exceptional client service. The firm's expertise extends beyond individual and 401K accounts, as Granite State Retirement Planning, Inc. also possesses the capabilities to effectively manage employer funds. Its comprehensive compensation structure offers flexibility to clients, including a percentage of assets under management and fixed fees. With a team of dedicated professionals, Granite State Retirement Planning, Inc. boasts a staff of one registered advisor, Dan Hagler, who has been with the firm since 2007, making him one of the longest-tenured advisors. The firm takes pride in its commitment to providing personalized investment advisory services, ensuring that each client receives the attention and expertise they deserve. As an industry-average performer, Granite State Retirement Planning, Inc. maintains an average of approximately $102,160,000 in assets under management per investment advisor. Its sole office in Bedford, NH serves as the hub for delivering top-tier retirement planning services to clients throughout the region.

Hodge Financial Services, LLC is a highly reputable investment advisory firm based out of Hinsdale, NH. With a long-standing presence in the financial industry, they have successfully built a loyal client base consisting of over 50 individuals, entrusting them with their financial goals. Demonstrating their expertise, Hodge Financial Services manages an impressive portfolio with assets under management totaling over $146,961,000. As a small but distinguished firm, Hodge Financial Services offers personalized and comprehensive financial solutions to meet the unique needs of their clients. They specialize in providing investment advisory services and also extend their expertise as an accountant or accounting firm. While their primary focus lies in managing high net worth individual accounts, they possess the capabilities to oversee employer funds as well, showcasing their versatility. The firm's compensation structure is designed to align their interests with their clients, offering various types of fees, including a percentage of assets under management. With a commitment to exceptional service, Hodge Financial Services ensures that all of their clients' investments are managed on a discretionary basis, giving them full control over the decision-making process. With an average of approximately $146,960,000 in assets under management per investment advisor, Hodge Financial Services stands well above the industry average, highlighting their ability to handle significant financial portfolios. The firm takes pride in their team of dedicated professionals, led by Robert Hodge, one of the longest-tenured registered advisors who has been with the firm since 1997. In summary, Hodge Financial Services, LLC is a trusted and accomplished investment advisory firm serving clients with integrity and expertise. Through their tailored financial strategies, they strive to empower individuals and organizations to achieve their financial objectives.

Lumbard & Kellner, LLC, a small investment advisory firm based out of Hollis, NH, is dedicated to managing and growing the financial assets of their clients. With over 40 individual clients and an impressive $302,964,000 in assets under management, Lumbard & Kellner, LLC offers personalized investment strategies and solutions. Although 401K and individual accounts make up less than 30% of their total assets under management, the firm possesses the expertise and resources to effectively manage employer funds. They pride themselves on the discretionary nature of their services, as 100% of the assets they oversee are handled with careful consideration and discretion. Lumbard & Kellner, LLC primarily caters to high net worth individuals, providing them with tailored investment advice and comprehensive wealth management services. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. With a team of four dedicated employees, all of whom are experienced investment advisors, Lumbard & Kellner, LLC delivers exceptional service and expertise to their clients. Their average assets under management per investment advisor amount to approximately $75,740,000, which falls within the industry average. The firm takes pride in the longevity of their advisors, with notable figures such as James Conway, Drew Kellner, and John Lumbard boasting extensive tenures within the organization. Their combined knowledge and experience contribute to Lumbard & Kellner, LLC's reputation as a trusted partner in wealth management and investment advisory services.