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.

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.

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.

TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios. The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures alignment between the firm's success and the clients' investment performance, fostering a mutually beneficial relationship. Having amassed an extensive client base, TRG Investment Advisors, LLC serves over 160 individual clients, entrusted with more than $740,564,000 in assets under management. While their portfolio consists mainly of non-401K and individual accounts, accounting for less than 30% of the total assets, the firm possesses the necessary capabilities to efficiently manage employer funds. Impressively, 7% of the assets under TRG Investment Advisors, LLC's management are discretionary, illustrating the high level of trust their clients place in their expertise and decision-making capabilities. With two offices, the firm offers convenient accessibility to their services, ensuring that clients receive personalized attention and tailored financial solutions. Notably, TRG Investment Advisors, LLC prides itself on its seasoned advisory team. Among their longest-tenured advisors are Steven Burnett, Allisyn Lambert, and Benjamin Taggard, whose extensive experience further solidifies the firm's reputation for delivering reliable and knowledgeable financial guidance.

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.

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.

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.

Fisher Financial Advisors LLC, a small investment advisory firm based in Hanover, NH, is dedicated to providing comprehensive financial guidance and personalized investment strategies to their clients. With a total of three employees, including two experienced investment advisors, Fisher Financial Advisors excels in managing assets for individuals and employer 401Ks. The firm boasts an impressive average of approximately $1,690,000 in assets under management per investment advisor, reflecting their commitment to delivering tailored solutions that align with their clients' financial goals. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and transparency in their client relationships. With over 500 individual clients and an impressive $180,000,000 in assets under management, Fisher Financial Advisors has established a strong presence in the financial advisory industry. Their expertise and extensive experience in managing employer 401Ks and individual assets have contributed significantly to their success. Nathaniel Fisher and Timothy Fisher, two of the firm's longest-tenured registered advisors, bring a wealth of knowledge and professionalism to the team. Their expertise, combined with the firm's commitment to exceptional client service, has earned Fisher Financial Advisors a reputation for excellence within the Hanover community and beyond. Operating from three offices, Fisher Financial Advisors is well-positioned to provide comprehensive financial planning, investment management, and retirement planning services to a diverse range of clients. As a firm that manages 100% discretionary assets, Fisher Financial Advisors is dedicated to delivering peace of mind and financial security to their valued clients.

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.

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.