AdvisorCensus / Financial advisors / New Hampshire / Manchester, NH / Charles Schwab
Financial advisors in Manchester, NH using Charles Schwab
14 SEC-registered investment advisory firms headquartered in the Manchester, NH metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Apex Wealth Management, LLC | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| Bartley Financial Advisors, LLC | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| Bcas | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| Brophy Wealth Management, LLC | Bedford | SEC-registered investment adviser | $500 million to $1 billion |
| Curbstone Financial Management Corp. | Manchester | SEC-registered investment adviser | $100 million to $500 million |
| Fairscale Capital, LLC | Nashua | SEC-registered investment adviser | $100 million to $500 million |
| Glenwood Investment Group, LLC | Manchester | SEC-registered investment adviser | $100 million to $500 million |
| Grove Street Fiduciary, LLC | Peterborough | SEC-registered investment adviser | $100 million to $500 million |
| Lumbard & Kellner, LLC | Hollis | SEC-registered investment adviser | $100 million to $500 million |
| Peak Wealth Management LLC | Nashua | SEC-registered investment adviser | $100 million to $500 million |
| Robbins Farley LLC | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| Sweeney Financial Advisors | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| The Eideard Group, LLC | Bedford | SEC-registered investment adviser | $100 million to $500 million |
| The Harbor Group, Inc. | Bedford | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Manchester, NH using Charles Schwab. https://advisorcensus.com/advisors/nh/manchester/custodians/charles-schwab https://advisorcensus.com/advisors/nh/manchester/custodians/charles-schwab