Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Rise Private Wealth Management financial advisors in New Hampshire

Every SEC-registered investment adviser representative at a Rise Private Wealth Management office in New Hampshire, by city and A to Z.

The short answer

34 registered advisors work at Rise Private Wealth Management in New Hampshire, out of 44 nationwide; it's the firm's number 1 state by advisors, and the most are in Bedford (32). 12 list the CFP designation and 0 are also registered broker representatives.

Rise Private Wealth Management advisors by city in New Hampshire

Every firm in New Hampshire →

Bedford 32Portsmouth 2

Rise Private Wealth Management advisors in New Hampshire, A to Z

Search by name →

Questions

How many Rise Private Wealth Management financial advisors are in New Hampshire?

34 investment adviser representatives are registered at Rise Private Wealth Management offices in New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 44 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.

Where in New Hampshire does Rise Private Wealth Management have the most advisors?

Bedford, with 32, then Portsmouth (2). Rise Private Wealth Management has advisors in 2 cities in New Hampshire.

How do I check a Rise Private Wealth Management advisor in New Hampshire?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Rise Private Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.