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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Portsmouth, NH

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

The short answer

316 registered advisors work in Portsmouth; the most are at Morgan Stanley (24). 62 list the CFP designation and 203 are also registered broker representatives.

Firms with the most advisors in Portsmouth

FirmAdvisors in Portsmouth
Morgan Stanley news24
LPL Financial LLC news22
Ameriprise Financial Services, LLC news19
Strategic Advisers LLC16
Merrill Lynch, Pierce, Fenner & Smith Incorporated news15
Equitable Advisors, LLC news13
Wellesley Asset Management, Inc.13
Wells Fargo Clearing Services, LLC news13
UBS Financial Services Inc. news12
Steward Partners Investment Advisory, LLC news9
F L Putnam Investment Management Co.8
RBC Capital Markets, LLC news7
Arca Wealth, LLC6
Edward Jones news6
Mercer Global Advisors Inc.6
Cmh Wealth Management, LLC5
Cornerstone Financial Planning, LLC5
David Wendell Associates, Inc.5
Essential Planning, LLC5
Prime Buchholz LLC5
Hightower Advisors, LLC news4
Oppenheimer & Co. Inc. news4
Scs Capital Management LLC4
Secure Planning, LLC4
Charles Schwab & Co., Inc. news3

Advisors in Portsmouth, A to Z (first 300 of 316)

CFP advisors in Portsmouth →

Other cities in New Hampshire

All of New Hampshire →

Merrimack 577Bedford 283Manchester 256Nashua 150Concord 135Salem 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 Portsmouth, NH?

316 investment adviser representatives are registered at firm offices in Portsmouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 203 of them are also registered as broker representatives, and 62 list the CFP designation.

Which firm has the most financial advisors in Portsmouth?

Morgan Stanley, with 24 registered advisors in Portsmouth, followed by LPL Financial LLC with 22.

How do I check a financial advisor in Portsmouth?

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.