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

Ballentine Partners financial advisors in Wolfeboro, NH

Every SEC-registered investment adviser representative at a Ballentine Partners office in Wolfeboro, A to Z.

The short answer

6 registered advisors work at Ballentine Partners in Wolfeboro, out of 77 at the firm nationwide; it ranks number 1 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.

Ballentine Partners advisors in Wolfeboro, A to Z

Every Ballentine Partners advisor →

Ballentine Partners advisors in every city and state →Ballentine Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →

Ballentine Partners advisors in other cities

Waltham, MA 59Palm Beach Gardens, FL 6Rochester, NH 4Boston, MA 2

Other firms in Wolfeboro

All Wolfeboro advisors →

F L Putnam Investment Management Co. 5

Questions

How many financial advisors does Ballentine Partners have in Wolfeboro?

6 investment adviser representatives are registered at Ballentine Partners offices in Wolfeboro, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 77 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.

Is Ballentine Partners one of the largest advisor employers in Wolfeboro?

Ballentine Partners ranks number 1 in Wolfeboro by registered advisors, ahead of F L Putnam Investment Management Co. (5).

How do I check a Ballentine Partners advisor in Wolfeboro?

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 Ballentine Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.