Finding a Top Financial Advisor Firm in Exeter, New Hampshire
To help you find the right financial advisor firm in the Exeter area, we’ve formed a ranking of the top firms based on assets under management (AUM), advisory services, client types, investment strategies and more. If you’d interested in a different method, consider using our free financial advisor matching service to connect with up to three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Affinity Investment Group, LLC Find an Advisor||$415,137,923||$250,000|| || |
|2||Blueline Advisors Find an Advisor||$192,395,157||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Ledgewood Wealth Advisors, LLC Find an Advisor||$181,049,884||$500,000|| || |
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What We Use in Our Methodology
To find the top financial advisors in Exeter, 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 accurate as of the writing of this article. 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.
Affinity Investment Group
Affinity Investment Group is a fee-based firm that manages assets on a mostly discretionary basis, meaning the firm will make investments decisions entirely for clients. The firm has a small staff of advisors serving non-high-net-worth and high-net-worth clients, as well as charitable organizations, retirement plans and businesses.
Affinity’s team, which features one chartered financial consultant (ChFC) and one certified financial planner (CFP).
The firm has a fee-based fee structure. In turn, some of the firm's advisors can also sell financial products on a commission basis, which is a potential conflict of interest. The firm still must abide by fiduciary duty, though. In addition, Affinity’s minimum account size requirement is $250,000.
Affinity Investment Group Background
Affinity was founded in 1998 by Gregory B. Gagne. Gagne is the firm’s sole owner, managing member and chief compliance officer (CCO). Affinity mainly offers wealth management and distribution-planning services for retirees or those planning on retiring. The firm’s services also include tax planning, estate and asset protection and investing and portfolio design.
Affinity Investment Group Investment Strategy
Affinity believes that it’s crucial to build financial plans that meet clients’ current, and future, needs in a tax-efficient manner, according to its website. In its investment process, Affinity relies on strategic asset allocation through a core and satellite approach. The firm says its core and satellite approach utilizes passively managed index and exchange-traded funds (ETFs) as the core, and then it adds in actively-managed funds.
In formulating securities-related investment advice, the firm uses charting, technical, cyclical and fundamental analyses. The firm also employs long- and short-term purchases when managing client accounts.
Blueline Advisors is a fee-only firm with hundreds of millions of dollars in client assets under management, mostly serving non-high-net-worth and high-net-worth individuals. It also works with other investment advisors and charitable organizations.
The firm doesn’t have any minimum account size requirements, and it charges asset-based fees and fixed fees for its advisory services. Three of Blueline’s advisors also hold the chartered financial analyst (CFA) designation.
Blueline Advisors Background
Blueline Advisors was founded in 2012 by managing member and chief compliance officer (CCO) Frank Sabin. The firm’s services include portfolio management, financial planning, pension consulting, money manager referrals and consulting services for other investment advisors and firms.
Blueline Advisors Investment Strategy
Blueline Advisors primarily uses technical, qualitative, cyclical and fundamental analysis when offering investment advice. Its investment strategies include long- and short-term purchases, trading, short sales and margin transactions.
The firm typically invests in listed securities, over-the-counter securities, foreign securities, warrants, corporate and government debt securities, certificates of deposit (CDs), variable life insurance, variable annuities, municipal securities, options, futures contracts, interests in private investments and other alternative investments.
Ledgewood Wealth Advisors
Ledgewood Wealth Advisors is a fee-only registered investment advisor (RIA) that serves high-net-worth and non-high-net-worth individual clients, as well as charitable organizations, corporations and business entities. The firm’s advisory team includes a certified financial planner (CFP).
Ledgewood has a minimum account size requirement of $500,000, though this may be negotiable under certain circumstances. The firm is compensated for its investment advisory services through asset-based fees, hourly charges and fixed fees.
Ledgewood Wealth Advisors Background
Robert L. Wofchuck, Ledgewood’s managing member and chief compliance officer (CCO), founded the firm in 2000. Ledgewood clients have access to the following advisory services: investment advisory, financial planning and insurance planning. The firm’s insurance planning services cover life insurance, disability and long-term care.
Ledgewood’s financial planning services cover the following areas:
- Retirement planning
- Education funding planning
- Estate planning
- Philanthropic planning
- Tax planning
Ledgewood Wealth Advisors Investment Strategy
Ledgewood says it abides by core values of objectivity, comprehensive wealth management, excellent client service and personalized portfolio solutions. The firm utilizes various securities, including equities, fixed-income securities, cash and cash equivalents and alternative investments. Its key investment strategies include long- and short-term purchases, trading and short sales.