Browse all advisors in New Hampshire

Every advisor below is licensed to work with clients in New Hampshire. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

Find New Hampshire advisors who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty
Advisors
Founder/Business Owner
2,541
Tax-loss harvesting
1,717
Active portfolio management
1,619
Wealth management
1,577
Executive
1,441
Retired
1,253
Charitable giving & philanthropy
1,145
Retirement income strategy
1,026
Retirement plans for business owners (SEP, solo 401k)
834
General retirement planning
821
Income planning
601
Passive / index investing
595
ESG / Sustainable investing
567
Private / alternative investments
500
College savings (529s, UTMA, etc.)
486
Approaching retirement
477
Cash flow / budgeting
459
Business exit / sale strategy
429
Options & derivatives strategies
427
Annuities
363
General estate planning guidance
356
Social Security optimization
334
Concentrated stock management
332
Self-Employed
301
Mid-Career Professionals
262
Retirement withdrawal strategies
254
HENRY (High Earners, Not Rich Yet)
233
Equity compensation tax strategy
208
Multi-generational wealth transfer
193
Business succession planning
145
Divorce financial planning
145
Real estate investing
124
Financial Professional
118
General tax planning
114
Business ownership considerations
104
Attorney
96
Married/Couples/Partners
96
Divorced
90
Established Professionals
83
Women Professionals
73
Debt management
67
Parents
41
Equity Recipients (RS/RSU, SOP, ESPP)
36
Values-based investing
32
Medicare planning
31
Liquidity event planning
30
Planning for children with special needs
27
Long-term care insurance
25
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
24
Educators, Teachers, and Academics
21
Business sale tax planning
20
Stock option exercise strategy
17
Life insurance needs analysis
16
Tax strategies for small businesses
16
Doctor or Medical Professional
15
Young Families
15
Roth conversion strategy
14
Women's Finance
14
Factor investing / smart beta
12
Family Business
12
Military & Veterans
12
Business Financial Management
11
Professional Athlete
9
Retired
9
Charitable giving tax strategies
8
LGBTQIA
8
Elder care planning
7
Technology Professional
5
Young Professionals
4
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