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.

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.

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.

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.

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.

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.

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.

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.

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.