Finding a Top Financial Advisor Firm in Portsmouth, New Hampshire
No doubt, there’s a lot to consider when choosing a financial advisor. It’s partly what makes the important decision so hard. To help you, we collected a number of factors you should take into account - fundamentals such as assets under management (AUM), fee basis and investment strategy. Then we put all the info together here for convenient comparing and contrasting. Start your search with this list of the top financial advisor firms in Portsmouth, New Hampshire. Then use SmartAsset’s free financial advisor matching tool to connect with up to three advisors who serve your area.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Charter Oak Capital Management  Find an Advisor | $1,419,829,350 | $350,000 |
| Minimum Assets$350,000Financial Services
|
| 2 | CMH Wealth Management, LLC  Find an Advisor | $774,040,243 | $8,000 minimum annual fee |
| Minimum Assets$8,000 minimum annual feeFinancial Services
|
| 3 | Measured Wealth Private Client Group, LLC  Find an Advisor | $463,984,110 | $250,000 |
| Minimum Assets$250,000Financial Services
|
Let us help match you with up to three vetted fiduciary financial advisors.Answer a few questions to get matched. | |||||
| 4 | Granite Bay Wealth Management, LLC  Find an Advisor | $444,610,636 | $250,000 |
| Minimum Assets$250,000Financial Services
|
| 5 | Harbor Advisory Corporation  Find an Advisor | $443,927,992 | $20,000 minimum annual fee |
| Minimum Assets$20,000 minimum annual feeFinancial Services
|
| 6 | Cornerstone Financial Planning, LLC  Find an Advisor | $336,027,979 | $750,000 |
| Minimum Assets$750,000Financial Services
|
| 7 | Seascape Capital Management, LLC  Find an Advisor | $400,445,781 | $1,000,000 |
| Minimum Assets$1,000,000Financial Services
|
| 8 | Secure Planning  Find an Advisor | $169,334,279 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
|
| 9 | Creegan & Nassoura Financial Group, LLC  Find an Advisor | $281,568,741 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 10 | Capital Design Private Wealth LLC  Find an Advisor | $86,380,386 | None |
| Minimum AssetsNoneFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Portsmouth, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
-
![]()
AUMFirms with more total assets under management are ranked higher. -
![]()
Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
![]()
Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
![]()
Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Charter Oak Capital Management
Charter Oak Capital Management is a fee-only firm, which means all of its compensation comes from client-paid fees. Investment management accounts are primarily on a discretionary basis, which means that Charter Oak will make trades without asking for client consent.
The minimum investment is $350,000 . Still, the vast majority of clients are not high-net-worth individuals. The firm also serves high-net-worth individuals and charitable organizations. The firm portfolio management, financial planning and retirement plan consulting services.
Using charting, fundamental and technical analysis as well as analysis of economic, market, industry, firm and product cycles and trends, Charter Oak’s investment strategies include long-term purchases (securities held at least a year), short-term purchases (securities sold within a year) and trading (securities sold within 30 days).
The firm makes option transactions when clients make a special request. That said, for accounts whose discretionary investment authority it controls, the firm does not use options or other derivatives.
CMH Wealth Management
CMH Wealth Management, LLC is a Portsmouth, NH–based RIA that provides discretionary investment management and broader wealth-management guidance. Engagements begin with a Strategic Investment Allocation and an Investment Policy Statement that document each client’s goals, risk tolerance, time horizon, and constraints; portfolios are then managed to those targets and updated periodically as needs change.
Fees are charged as a percentage of assets under management and billed monthly in arrears. The published blended schedule is: 1.20% on the first $1 million; 0.90% on the next $2 million; 0.70% on the next $3 million; 0.50% on the next $4 million; and 0.40% above $10 million. Accounts are monitored on an ongoing basis, with formal reviews conducted at least annually by the portfolio manager; clients receive trade confirmations and custody statements at least quarterly.
The portfolio toolkit is flexible. CMH can allocate among individual equities and bonds, mutual funds, ETFs and money-market instruments, with security selection and fund due diligence guided by an Investment Committee that meets regularly to incorporate both long-term (strategic) and short-term (tactical) views.
Measured Wealth Private Client Group
Founded in 2014, Measured Wealth Private Client Group is headquartered in Portsmouth and has a branch in Fort Lauderdale, Florida. As a fee-based firm, certain advisors here can sell financial products on a commission basis. While this presents a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.
The vast majority of clients do not have a high net worth. The firm also serves trusts, estates, pension and profit sharing plans, charitable organizations and businesses. The minimum investment here is $250,000.
Measured Wealth says that it generally constructs portfolios with individual stocks or bonds, exchange-traded funds (ETFs), options, mutual funds and other public and private securities or investments. Of course, the specific mix depends on the client’s goals and profile. The firm may use margin transactions, if deemed appropriate. It may also utilize independent money managers.
Granite Bay Wealth Management
Granite Bay Wealth Management's clients at this firm are typically non-high-net-worth individuals. The minimum required to open an account is $250,000, though the firm may waive it under special circumstances.
In addition to high-net-worth and non-high-net-worth individuals, the firm also works with charitable organizations
In constructing client portfolios, Granite Bay primarily uses exchange-traded funds (ETFs) and mutual funds. It places clients on an asset allocation scale that ranges from aggressive, to moderately aggressive, to moderate, to moderately conservative, to conservative. Bonds and stocks are also used for investments.
Harbor Advisory Corporation
Harbor Advisory Corporation is a fee-only practice that seeks to keep its client-to-advisor ratio around 50 to 1. This enables its small team of advisors to speak to their clients monthly - or meet with them in their homes or businesses.
Harbor’s clients include both non-high-net-worth and high-net-worth individuals, as well as pension plans and charitable organizations. There is no minimum investment to open an account, though the firm does have a minimum annual fee of $20,000.
The practice primarily offers asset management services. The firm can also advise clients on retirement planning, estate planning, educational funding, insurance issues, debt management and tax planning.
Basing portfolios on client objectives, risk profile and other factors, Harbor uses fundamental and technical analyses to implement asset allocation. It may utilize long-term purchases (securities held at least one year) and short-term purchases (securities held more than 30 days but less than one year). Clients with philosophical or ideological objections to particular companies or industries may impose restrictions on what goes into their portfolios.
Cornerstone Financial Planning
Cornerstone Financial Planning works primarily with high-net-worth and non-high-net-worth individuals. As a fee-only firm, Cornerstone earns compensation solely from clients. This means that the advisory team does not collect any compensation from third-party financial services firms or insurance companies for investing client assets in their products.
Cornerstone generally requires $750,000 minimum to engage in services. Clients are charged investment management fees that are based on a percentage of assets under management.
The firm manages and evaluates portfolios based on client goals and objectives. Its investment strategies include long-term purchases, short-term purchases, margin transactions and options writing.
Seascape Capital Management
Seascape Capital Management is a fee-only firm. The boutique firm primarily serves both high-net-worth and non-high-net-worth individuals, pension plans, charitable organizations and businesses.. All accounts are on a discretionary basis. The minimum investment is $1,000,000, though this may be negotiable.
Seascape offers investment management integrated with financial planning. The latter can include tax and estate planning, retirement planning, divorce financial analysis and business owner strategies. Unlike many firms, Seascape does not charge separate fees for its financial planning services.
Using fundamental and technical factors to identify investments with above-average growth opportunities, the firm focuses on a mix of individual stocks, bonds and exchange-traded funds (ETFs) in a variety of asset classes. It also employs quantitative metrics with a qualitative assessment of the economic and political environment. Mutual funds, stocks and bonds are all used for client investment.
Secure Planning
Secure Planning primarily advises clients on the asset allocation programs offered by other companies, namely SEI Investment Management Corporation, SEI Investments Distribution Company and SEI Trust Company and TD Ameritrade Institutional Services.
The firm serves mostly individuals who are not high net worth. It also offers services to trusts, estates, charitable organizations and high-net-worth indnviduals. The firm does not specify an investment minimum.
Secure Planning will construct an asset allocation based on client objectives and profile and implement it primarily using funds in one of the three earlier mentioned programs. Not surprisingly, it reported in its latest filing with the SEC that the assets under its management are primarily in securities issued by registered investment companies (such as mutual funds).
Creegan & Nassoura Financial Group
Fee-only firm Creegan & Nassoura Financial Group manages assets for clients who are high-net-worth individuals and those who are not. The firm's institutional client base includes pension plans and businesses.
The firm requires a minimum $500,000 investment to engage its services. However, the firm may be willing to make exceptions to this rule. The practice offers investment management and financial planning, which includes investment advice, retirement and estate-planning advice, insurance advice, tax advice, risk management advice and general business advice.
When providing investment advice or managing assets, the firm may use fundamental, technical and charting analysis. Its strategies include long-term purchases (held for at least one year), short-term purchases (held less than a year) and option writing (e.g., covered options). Stocks and bonds are the most common investments, though mutual funds and cash holdings are also used.
Capital Design Private Wealth
Capital Design Private Wealth is a fee-only RIA that provides two core offerings to retail investors: discretionary investment management and stand-alone financial planning. Portfolios under management are reviewed at least quarterly, and the firm can employ a smart-rebalancing program through 55ip that implements BlackRock model portfolios—an approach meant to keep allocations aligned with a client’s goals while automating tax-aware rebalancing. There’s no stated account minimum to engage the firm’s services.
Fees are straightforward. For investment management, Capital Design charges an asset-based fee that is deducted directly from managed accounts on a monthly schedule at an annual clip between 0.50% and 1.5% of AUM. Planning is billed as an upfront project fee followed by a monthly subscription for ongoing implementation and advice. As with most RIAs, these fees exclude custodial charges, trading costs, and the internal expenses of any funds used.
Portfolio construction appears to emphasize diversified model portfolios (when 55ip/BlackRock models are used) with ongoing oversight and automated rebalancing; in discretionary accounts, the firm can adjust allocations without prior trade-by-trade approval. For investors who prefer a single point of contact for planning plus investment management, delivered with periodic reviews and a rules-based rebalancing engine, Capital Design’s toolkit fits cleanly into a modern, goals-driven wealth-management approach.
