Top financial advisors in Lebanon, NH
We’ve curated a list of the best financial advisors in Lebanon, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,840,798,000
Number of advisors
24 advisors
| $2,840,798,000 | 24 advisors | |
| 2 |
Assets under management
$282,953,116
Number of advisors
5 advisors
| $282,953,116 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lebanon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lebanon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Global Forest Partners Lp
Global Forest Partners LP (GFP) is a timber investment management organization that manages a globally diverse portfolio of timberland assets for institutional and qualified investors. GFP emphasizes sustainably managed, high-quality planted forests in locations with robust domestic markets or efficient access to global markets. The firm utilizes fundamental research and analysis techniques, involving foresters and subject matter specialists, to assess timberland quality, growth prospects, market demand, and risks. GFP may supplement core investments with forestry-related projects to enhance overall value. The firm's investment strategy focuses on long-term returns, diversification, and cash yield from timber harvesting. GFP has assets under discretionary management of approximately $2.4 billion and assets under non-discretionary management of approximately $1.3 billion as of December 31, 2024. Fees and compensation for GFP's timberfunds vary but generally include an annual asset management fee, performance-based fees, and one-time fees. GFP does not participate in wrap fee programs. The firm's fee structure is designed to align with client interests, with fee reductions for certain investors. GFP acts as a fiduciary, prioritizing client interests in investment decisions. The firm has no disciplinary events to report and has adopted a Code of Ethics to guide its employees and consultants in conducting business ethically. GFP provides periodic reviews and reports to investors, conducts annual audits, and has policies in place for proxy voting and custody of client assets.
$2,840,798,000 under management
24 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)American Trust Investment Advisors, LLC
American Trust Investment Advisors, LLC (ATIA) was established in 2001 and is wholly owned by Mr. Paul Collins. The firm provides tailored investment advisory services to clients, offering strategies primarily focused on individual equity and debt securities, as well as mutual funds, ETFs, and ETNs. ATIA typically exercises investment discretion over client accounts, issuing instructions to brokers/custodians without prior consultation, while accommodating client instructions when provided. As of December 31, 2024, the firm managed $497,259,027 on a discretionary basis. For separately managed accounts, ATIA charges an annual fee based on the market value of the client's account, with a minimum account size of $500,000 for traditional accounts primarily invested in stocks, bonds, or cash. The annual fee for accounts over $500,000 is 1% (0.9% for non-profits), with the ability to waive or reduce fees at its discretion. The firm may recommend rollovers from retirement plans to individual retirement accounts, acting as a fiduciary under ERISA and IRC laws. ATIA's investment strategies focus on fundamental analysis, selecting domestic and foreign stocks expected to appreciate over the long term. The firm emphasizes a bottom-up approach to stock investing, with a minimum intended holding period of three years. ATIA also invests in fixed income securities, considering factors like liquidity needs and risk tolerance. The firm's investment philosophy aims to maximize shareholder value while managing risk. ATIA does not charge performance-based fees and has no side-by-side management arrangements.
$282,953,116 under management
5 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lebanon, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lebanon. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.