Top financial advisors in Manchester, NH
We’ve curated a list of the best financial advisors in Manchester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$205,650,090
Number of advisors
20 advisors
| $205,650,090 | 20 advisors | |
| 2 |
Assets under management
$126,276,260
Number of advisors
5 advisors
| $126,276,260 | 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 Manchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manchester. 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.
Arcadia Wealth Management, LLC
Arcadia Wealth Management, LLC is a financial advisory firm based in New Hampshire, established in 2016 by principal owner Michael R. Panico. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients receive Investment Policy Statements outlining their current financial situation. Arcadia seeks discretionary authority to make investment decisions in line with fiduciary duties. The firm also provides services through third-party advisers like AE Wealth Management. Additionally, Arcadia offers pension consulting, financial planning, educational seminars, and management services for held-away assets. The firm primarily advises on mutual funds, fixed income securities, real estate funds, insurance products, equities, and ETFs. Clients can impose restrictions on investments based on personal values. Arcadia charges asset-based fees ranging from 0.50% to 1.50% based on total assets under management. The firm does not accept performance-based fees and discloses potential conflicts of interest related to insurance product sales. Clients include individuals, high-net-worth individuals, and pension and profit sharing plans, with a minimum account size of $10,000. Arcadia employs fundamental analysis, modern portfolio theory, and quantitative analysis in its investment strategies, emphasizing long-term trading. The firm conducts quarterly reviews of client accounts and does not accept voting authority for client securities. Arcadia's fee schedule and investment strategies are detailed in its brochure, available on the SEC's website. For inquiries, contact (603) 681-9190 or [email protected].
$205,650,090 under management
20 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersEducational Seminars/workshopsGlenwood Investment Group, LLC
Glenwood Investment Group, LLC (GIG) was established in 2004 and offers personalized financial planning and investment management services to individuals, high net worth individuals, and charitable organizations. GIG does not act as a custodian of client assets, ensuring clients maintain control over their assets. The firm's investment strategy includes a mix of stocks, bonds, mutual funds, certificates of deposit, annuities, and life insurance. GIG provides services on a discretionary and non-discretionary basis, with a focus on continuous advice tailored to individual client needs. The minimum account size at GIG is $100,000, with an annual fee of $1,250. Financial planning clients are charged a fixed fee ranging from $1,000 to $5,000, while advisory service clients are charged a percentage of assets under management. GIG does not charge performance-based fees to avoid conflicts of interest. The firm's investment approach emphasizes strategic asset allocation and global diversification to manage risks associated with traditional markets. Thomas J. Stephen is the Principal Owner and Managing Member of GIG, with certifications including Certified Financial Planner (CFP) and Retirement Income Certified Professional (RICP®). Mr. Stephen does not have any disciplinary history and is also a licensed insurance broker. GIG's fee structure, investment strategies, and commitment to client transparency are outlined in detail in the brochure.
$126,276,260 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPublication Of Periodicals Or Newsletters
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 Manchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manchester. 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.