Top financial advisors in Nashua, NH
We've curated a list of the best financial advisors in Nashua, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $130,171,072 Number of advisors 3 advisors | |||
| 2 | Assets under management $93,276,566 Number of advisors 3 advisors | |||
| 3 | Assets under management $150,991,885 Number of advisors 3 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.
Get matched with an advisorMethodology
To find the top financial advisors in Nashua, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Fairscale Capital, LLC
Fairscale Capital, LLC is a registered investment advisor based in Nashua, New Hampshire, established in 2012. The firm offers financial planning services, including cash flow analysis, investment evaluation, and retirement and estate planning. Financial planning fees range from $200 to $300 per hour or a fixed fee of $600 to $10,000. For portfolio management services, fees range from 0.40% to 1.50% of assets under management, with a minimum account size of $300,000. The firm provides tailored investment strategies such as capital preservation, growth & income, growth, and dividend stock models. Clients have the option for discretionary or non-discretionary portfolio management. The firm does not charge performance-based fees and does not participate in soft-dollar arrangements. Clients' assets are held at a qualified custodian, and the firm does not have custody of client funds. The firm exercises investment discretion within client-approved guidelines. Clients are responsible for voting proxies on their securities. The firm has not faced any disciplinary actions and maintains a Code of Ethics to ensure high ethical standards. Additionally, the firm has a Business Continuity Plan in place for emergencies.
$130,171,072 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
CONSULTING FEES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
General Consulting Services
Peak Wealth Management LLC
Peak Wealth Management, LLC is a registered investment advisor founded in September 2015 by John Garrity, who serves as the Founding Partner, Chief Compliance Officer, and Wealth Manager. The firm offers investment advisory services to individuals and high net worth individuals, acting as a fiduciary to clients. Services include wealth management, investment management, and financial planning. PWM primarily uses fundamental analysis for investment strategies and focuses on long-term investment goals. The firm may recommend the use of unaffiliated investment managers for client portfolios. PWM charges an annual fee ranging from 0.50% to 1.50% based on various factors. The firm does not accept or maintain custody of client funds, except for fee deduction purposes. PWM does not engage in performance-based fees or side-by-side management. The firm's advisors have clean disciplinary records. PWM's privacy policy ensures the protection of clients' personal information and limits sharing with third parties. Clients have the right to limit certain information sharing practices. The firm periodically updates its privacy policy and provides clients with revised versions if there are material changes. Clients can contact the firm for any questions or concerns regarding privacy practices.
$93,276,566 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Phoenix International Investments LLC
Phoenix International Investments, LLC, established in 2013, is a New Hampshire-based investment adviser specializing in providing services to pooled investment vehicles primarily for non-US investors. The firm, owned by Eric S. Bazil and Abdulaziz M. Al-Abdulkader, offers discretionary investment advice tailored to high-net-worth individuals, companies, and institutions. Phoenix focuses on global investment and credit opportunities, including real estate and funds primarily in the US. The firm also provides non-securities advisory services such as property management and development. With approximately $96.8 million in assets under management, Phoenix negotiates fees individually with clients and may receive compensation through performance-based fees and referral arrangements. Clients grant Phoenix investment discretion, allowing the firm to make investment decisions based on agreed-upon strategies. Phoenix emphasizes due diligence and risk management in its investment approach, focusing on private equity and real estate opportunities. The firm discloses potential risks associated with its investment strategies, including market volatility and specific sector risks. Phoenix acts as a fiduciary, putting clients' interests first and maintaining transparency in its fee structures and compensation arrangements.
$150,991,885 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
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.
Get matched with an advisorMethodology
To find the top financial advisors in Nashua, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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