Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | THE LYME TIMBER COMPANY LLC 23 South Main Street, Suite 3a Hanover, NH, 3755 | $750,361,790 | 11 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES) |
2 | MASCOMA WEALTH MANAGEMENT 80 South Main Street, Hanover, NH, 3755 | $421,754,341 | 1547 | 8 | A Percentage of AUM |
3 | BRENDEL FINANCIAL ADVISORS LLC 64 Lyme Rd., Hanover, NH, 3755 | $208,723,786 | 690 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | FISHER FINANCIAL ADVISORS LLC 32 South Main Street, Hanover, NH, 3755 | $180,000,000 | 958 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | GRANITE VALUE CAPITAL, LLC 44 S. Main Street, Hanover, NH, 3755 | $111,263,085 | 175 | 3 | A Percentage of AUM |
QualificationsFirm CRD# 171953
Assets Under Management $750,361,790
No. Of Clients11
Clients Per Financial Advisor1
THE LYME TIMBER COMPANY LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 174907
Assets Under Management $421,754,341
No. Of Clients1547
Clients Per Financial Advisor193
MASCOMA WEALTH MANAGEMENT is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $422M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1547 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288927
Assets Under Management $208,723,786
No. Of Clients690
Clients Per Financial Advisor138
BRENDEL FINANCIAL ADVISORS LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 690 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 289411
Assets Under Management $180,000,000
No. Of Clients958
Clients Per Financial Advisor319
FISHER FINANCIAL ADVISORS LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $180M assets under management, the firm specializes in crafting personalized retirement planning solutions for 958 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 150169
Assets Under Management $111,263,085
No. Of Clients175
Clients Per Financial Advisor58
GRANITE VALUE CAPITAL, LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $111M assets under management, the firm specializes in crafting personalized retirement planning solutions for 175 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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