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Find Retirement Advisors for Retirement Planning in Portsmouth, New Hampshire
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 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 registration checks. 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.
Finding the Best Retirement Planners in Portsmouth, New Hampshire
Last Updated - April 24, 2025Portsmouth has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 23 non-vetted advisors in your local area. These retirement advisors in Portsmouth, New Hampshire have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Portsmouth, New Hampshire
VERIFIEDJoseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
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, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Portsmouth, New Hampshire (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 3 Pleasant Street, Suite 400 Portsmouth, NH, 03801 | $12,092,862,376 | 4 | 18 | A percentage of AUM, Performance Based |
| 2 | 273 Corporate Drive, Suite 250, Portsmouth, NH, 03801 | $10,409,452,909 | 70 | 129 | A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 3 | 30 Penhallow Street, Suite 400, Portsmouth, NH, 03801 | $9,643,533,263 | 19 | 113 | A percentage of AUM |
| 4 | 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801 | $3,108,813,749 | 1858 | 45 | A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT) |
| 5 | 100 Market Street, Suite 203 Portsmouth, NH, 03801 | $2,104,334,424 | 2188 | 30 | A percentage of AUM, Performance Based |
| 6 | 3 Greenleaf Woods Drive, Suite 202 Portsmouth, NH, 03801 | $1,514,041,032 | 190 | 5 | A percentage of AUM, Fixed fees |
| 7 | 36 Maplewood Ave, Portsmouth, NH, 03801 | $1,396,569,716 | 1 | 1 | A percentage of AUM, Fixed fees |
| 8 | 1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 03801-2904 | $1,270,956,000 | 487 | 5 | A percentage of AUM, Fixed fees |
| 9 | Two International Drive, Suite 325 Portsmouth, NH, 03801 | $1,109,715,192 | 4048 | 23 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 100 Market Street, Suite 201 Portsmouth, NH, 03801 | $774,040,243 | 691 | 8 | A percentage of AUM, Fixed fees |
| 11 | 170 Commerce Way, Suite 200 Portsmouth, NH, 03801 | $457,305,856 | 633 | 8 | Fixed fees |
| 12 | 303 Islington Street, Portsmouth, NH, 03801 | $408,117,485 | 1313 | 12 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 13 | 500 Market St., Ste 11, Portsmouth, NH, 03801 | $402,797,488 | 408 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | Two International Drive, Suite 110 Portsmouth, NH, 03801 | $379,824,260 | 989 | 12 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 500 Market Street, Unit 1d, Portsmouth, NH, 03801 | $378,634,000 | 1676 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Portsmouth, New Hampshire
QualificationsFirm CRD# 160066
Assets Under Management $12,092,862,376
No. Of Clients4
Clients Per Financial Advisor0
MATRIX CAPITAL MANAGEMENT COMPANY, LP is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106455
Assets Under Management $10,409,452,909
No. Of Clients70
Clients Per Financial Advisor1
PRIME BUCHHOLZ LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 70 clients. The team consists of 129 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Pesnsion consulting services
- Selection for other advisors
- Other (GENERAL INVESTMENT CONSULTING-INVESTMENT PROGRAM DESIGN,ASSET ALLOC, MGR SEARCH/EVAL, PERFORMANCE MONITORING,REPORTING&ANALYTICS)
QualificationsFirm CRD# 114335
Assets Under Management $9,643,533,263
No. Of Clients19
Clients Per Financial Advisor0
IMPAX ASSET MANAGEMENT LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 113 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 288300
Assets Under Management $3,108,813,749
No. Of Clients1858
Clients Per Financial Advisor41
LAKE STREET ADVISORS is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1858 clients. The team consists of 45 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (PERCENT OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (WEALTH MANAGEMENT SERVICES)
QualificationsFirm CRD# 116176
Assets Under Management $2,104,334,424
No. Of Clients2188
Clients Per Financial Advisor73
WELLESLEY ASSET MANAGEMENT, INC. is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2188 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106126
Assets Under Management $1,514,041,032
No. Of Clients190
Clients Per Financial Advisor38
DHK FINANCIAL ADVISORS INC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 330698
Assets Under Management $1,396,569,716
No. Of Clients1
Clients Per Financial Advisor1
TIDE CYCLE RESOURCES LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 106664
Assets Under Management $1,270,956,000
No. Of Clients487
Clients Per Financial Advisor97
DAVID WENDELL ASSOCIATES, INC. is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 487 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 120870
Assets Under Management $1,109,715,192
No. Of Clients4048
Clients Per Financial Advisor176
CHARTER OAK CAPITAL MANAGEMENT is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4048 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 150138
Assets Under Management $774,040,243
No. Of Clients691
Clients Per Financial Advisor86
CMH WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $774M assets under management, the firm specializes in crafting personalized retirement planning solutions for 691 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 284480
Assets Under Management $457,305,856
No. Of Clients633
Clients Per Financial Advisor79
CLARK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $457M assets under management, the firm specializes in crafting personalized retirement planning solutions for 633 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 170442
Assets Under Management $408,117,485
No. Of Clients1313
Clients Per Financial Advisor109
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $408M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1313 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 105151
Assets Under Management $402,797,488
No. Of Clients408
Clients Per Financial Advisor136
HARBOR ADVISORY CORPORATION is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 408 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 128868
Assets Under Management $379,824,260
No. Of Clients989
Clients Per Financial Advisor82
NVEST FINANCIAL, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $380M assets under management, the firm specializes in crafting personalized retirement planning solutions for 989 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 106651
Assets Under Management $378,634,000
No. Of Clients1676
Clients Per Financial Advisor186
ESSENTIAL PLANNING, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $379M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1676 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
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