Ways to browse advisors serving New Hampshire

Pick a specialty or descriptor to browse more advisors serving New Hampshire.

By how they work

Type	Advisors
Large-firm	4,233
Flat-fee	2,400
Seasoned	1,952
Independent	1,460
CFP®-certified	924

By who they serve

Type	Advisors
High-net-worth	825
Baby Boomer	53
Millennial	5

Browse by city

Find advisors near a specific metro area in New Hampshire.

City	Advisors
Nashua, NH	2,832
Manchester, NH	2,197
Concord, NH	834
Claremont, NH	173
Lebanon, NH	161
Laconia, NH	145
Keene, NH	118

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	2,608
Wealth management	1,849
Tax-loss harvesting	1,718
Active portfolio management	1,621
Executive	1,493
Retired	1,257
Charitable giving & philanthropy	1,095
Retirement income strategy	1,025
General retirement planning	838
Retirement plans for business owners (SEP, solo 401k)	830
Passive / index investing	611
ESG / Sustainable investing	573
Income planning	564
Business exit / sale strategy	552
Private / alternative investments	505
College savings (529s, UTMA, etc.)	492
Approaching retirement	482
Cash flow / budgeting	471
Options & derivatives strategies	447
Annuities	362
General estate planning guidance	357
Social Security optimization	333
Concentrated stock management	332
Self-Employed	301
Retirement withdrawal strategies	256
Equity compensation tax strategy	209
Multi-generational wealth transfer	194
Mid-Career Professionals	175
HENRY (High Earners, Not Rich Yet)	174
Business succession planning	157
Divorce financial planning	145
Real estate investing	124
Financial Professional	120
Business ownership considerations	105
General tax planning	105
Attorney	96
Married/Couples/Partners	96
Equity Recipients (RS/RSU, SOP, ESPP)	93
Divorced	90
Established Professionals	85
Women Professionals	73
Debt management	66
Parents	41
Values-based investing	32
Medicare planning	31
Liquidity event planning	30
Planning for children with special needs	27
Tax strategies for small businesses	26
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
Roth conversion strategy	18
Stock option exercise strategy	17
Doctor or Medical Professional	16
Life insurance needs analysis	16
Young Families	15
Women's Finance	14
Factor investing / smart beta	12
Military & Veterans	12
Business Financial Management	11
Professional Athlete	9
Retired	9
Charitable giving tax strategies	8
LGBTQIA	8
Family Business	7
Elder care planning	6
Technology Professional	5
Young Professionals	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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