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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Windham, NH

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

44 registered advisors work in Windham; the most are at Strategic Advisers LLC (8). 0 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Windham

FirmAdvisors in Windham
Strategic Advisers LLC8
Northstar Financial Planning, LLC4
Focus Partners Wealth, LLC3
LPL Financial LLC news3
Catalyst Investment Management LLC2
Edward Jones news2
Trinexus Capital, LLC2
Bolton Securities Corporation1
Cambridge Investment Research Advisors, Inc. news1
Compass Financial Management LLC1
Creative Planning news1
Equitable Advisors, LLC news1
Financial Management Associates, LLC1
Integrated Wealth Concepts LLC1
J Allen Capital Advisors, LLC1
LPL Enterprise, LLC news1
Lakeside Financial Planning, LLC1
Osaic Wealth, Inc. news1
Principal Securities, Inc.1
Revere Wealth Management LLC1
Santander Securities LLC1
Sunflower Financial Planning, LLC1
T. Rowe Price Associates, Inc.1
The Patriot Financial Group, LLC1
Valic Financial Advisors, Inc.1

Advisors in Windham, A to Z

Search all of New Hampshire →

Other cities in New Hampshire

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Merrimack 536Portsmouth 343Bedford 312Manchester 279Nashua 161Concord 142Salem 67Londonderry 54Hanover 51Dover 44Keene 41Exeter 40Milford 30Rochester 25Wolfeboro 25Amherst 24Hudson 23Laconia 23Lebanon 23Hampton 21Derry 19Peterborough 18Rye 18Goffstown 17

Questions

How many financial advisors are in Windham, NH?

44 investment adviser representatives are registered at firm offices in Windham, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Windham?

Strategic Advisers LLC, with 8 registered advisors in Windham, followed by Northstar Financial Planning, LLC with 4.

How do I check a financial advisor in Windham?

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.