Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Raymond James Recruits $700M Advisor Team from TruistFP Wells Fargo private wealth head taps firm's full capabilities for clientsIN Ex-LPL, special needs advisor pleads guilty in fraud caseIN Advisor moves: Raymond James lands $700M Truist team in NaplesKC Weekend Reading For Financial Planners (October 24–25)4K Who Was Supposed to Check the $977?WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership Shakeup

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Concord, NH

Every SEC-registered investment adviser representative at a firm office in Concord, with the firms that employ the most of them.

135 registered advisors work in Concord; the most are at RBC Capital Markets, LLC (13). 16 list the CFP designation and 97 are also registered broker representatives.

Firms with the most advisors in Concord

FirmAdvisors in Concord
RBC Capital Markets, LLC news13
UBS Financial Services Inc. news12
Cambridge Investment Research Advisors, Inc. news9
Mariner news8
Osaic Institutions, Inc. news8
Ameriprise Financial Services, LLC news7
Carlson Investments7
Cetera Investment Advisers LLC news6
Bankers Life Advisory Services, Inc.5
LPL Financial LLC news5
Pfs Investments Inc.5
Raymond James Financial Services Advisors, Inc. news5
Capitol Wealth Management4
Strategic Advisers LLC4
Affinity Investment Group, LLC3
Edward Jones news3
Focus Partners Wealth, LLC3
Whitegate Investment Counselors, Inc.3
Altus Investment Group2
Atlas Fiduciary Services, Inc.2
Benjamin F. Edwards & Company, Inc.2
Kcs Advisors, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Osaic Wealth, Inc. news2
Td Private Client Wealth LLC2

Advisors in Concord, A to Z

CFP advisors in Concord →

Other cities in New Hampshire

All of New Hampshire →

Merrimack 577Portsmouth 316Bedford 283Manchester 256Nashua 150Salem 56Hanover 46Londonderry 44Dover 43Windham 38Exeter 36Keene 34Rochester 27Milford 26Hampton 24Wolfeboro 22Laconia 21Stratham 20Derry 18Hudson 18Lebanon 18Goffstown 17Peterborough 17Amherst 16

Questions

How many financial advisors are in Concord, NH?

135 investment adviser representatives are registered at firm offices in Concord, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 97 of them are also registered as broker representatives, and 16 list the CFP designation.

Which firm has the most financial advisors in Concord?

RBC Capital Markets, LLC, with 13 registered advisors in Concord, followed by UBS Financial Services Inc. with 12.

How do I check a financial advisor in Concord?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.