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
RB 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Hollis, NH

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

16 registered advisors work in Hollis; the most are at Strategic Advisers LLC (4). 2 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Hollis

FirmAdvisors in Hollis
Strategic Advisers LLC4
Lumbard & Kellner, LLC3
Edward Jones news2
Total Clarity Wealth Management, Inc.2
Eagle Strategies LLC1
LPL Enterprise, LLC news1
Osaic Wealth, Inc. news1
RBC Capital Markets, LLC news1
Studio Ventures And Capital Advisors, LLC1

Advisors in Hollis, A to Z

CFP advisors in Hollis →

Other cities in New Hampshire

All of New Hampshire →

Merrimack 577Portsmouth 316Bedford 283Manchester 256Nashua 150Concord 135Salem 56Hanover 46Londonderry 44Dover 43Windham 38Exeter 36Keene 34Rochester 27Milford 26Hampton 24Wolfeboro 22Laconia 21Stratham 20Derry 18Hudson 18Lebanon 18Goffstown 17Peterborough 17

Questions

How many financial advisors are in Hollis, NH?

16 investment adviser representatives are registered at firm offices in Hollis, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in Hollis?

Strategic Advisers LLC, with 4 registered advisors in Hollis, followed by Lumbard & Kellner, LLC with 3.

How do I check a financial advisor in Hollis?

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.