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.
Manchester has 6 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Manchester, New Hampshire have an average of 21 years of experience.
Qualifications
CRD# 7509696
Firm CRD# 281036
Minimum Assets Required
$0
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts.
Fee-Only, Based on Assets
Aaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Hourly, Commissions, Flat Fee, Based on Assets
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Not Specified.
Fee-Based
Allworth Financial
Allworth Financial
Qualifications
Firm CRD# 111167
Minimum Assets Required
Not Specified
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Fee-Based
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital
Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66
Minimum Assets Required
$25,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | ELDRIDGE INVESTMENT ADVISORS INC 686 Chestnut St, Manchester, NH, 3104 | $585,238,929 | 910 | 8 | A Percentage of AUM |
2 | CURBSTONE FINANCIAL MANAGEMENT CORP. 741 Chestnut Street, Manchester, NH, 03104-3002 | $336,616,014 | 570 | 9 | A Percentage of AUM |
3 | SFM, LLC 575 Front Street, Manchester, NH, 3102 | $239,849,623 | 600 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | ARCADIA WEALTH MANAGEMENT, LLC 155 Dow Street, Suite 301 Manchester, NH, 3101 | $209,816,668 | 1706 | 20 | A Percentage of AUM |
5 | GLENWOOD INVESTMENT GROUP, LLC 814 Elm Street, Suite 503 Manchester, NH, 3101 | $131,342,259 | 885 | 5 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 106380
Assets Under Management $585,238,929
No. Of Clients910
Clients Per Financial Advisor114
ELDRIDGE INVESTMENT ADVISORS INC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $585M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 13348
Assets Under Management $336,616,014
No. Of Clients570
Clients Per Financial Advisor63
CURBSTONE FINANCIAL MANAGEMENT CORP. is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 570 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116564
Assets Under Management $239,849,623
No. Of Clients600
Clients Per Financial Advisor120
SFM, LLC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $240M assets under management, the firm specializes in crafting personalized retirement planning solutions for 600 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 284925
Assets Under Management $209,816,668
No. Of Clients1706
Clients Per Financial Advisor85
ARCADIA WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $210M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1706 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 132950
Assets Under Management $131,342,259
No. Of Clients885
Clients Per Financial Advisor177
GLENWOOD INVESTMENT GROUP, LLC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $131M assets under management, the firm specializes in crafting personalized retirement planning solutions for 885 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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