Finding a Top Financial Advisor Firm in Exeter, NH
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 in your area.
Find a Fiduciary Financial AdvisorWe match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.
|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Affinity Investment Group, LLC Find an Advisor||$336,884,689||$250,000|| || |
|2||Blueline Advisors, LLC Find an Advisor||$220,797,913||No set account minimum|| || |
Minimum AssetsNo set account minimum
|3||Ledgewood Wealth Advisors, LLC Find an Advisor||$150,273,000||$500,000|| || |
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, LLC
Affinity Investment Group, LLC is a fee-based firm that manages assets on a non-discretionary basis. The firm has a small staff of advisors serving non-high-net-worth and high-net-worth clients, as well as charitable organizations.
Affinity’s team, which features one chartered financial consultant (ChFC) and one certified financial planner (CFP).
The firm has a fee-based fee structure, mainly earning its compensation from commissions, asset-based fees, fixed fees and hourly charges. Advisors who are insurance agents or brokers may become incentivized to recommend commission-based products even if they don’t align with a client’s needs, but the firm says it honors a fiduciary duty to work in each client’s best interest.
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, LLC
Blueline Advisors, LLC. is a fee-only firm with millions in assets under management, serving non-high-net-worth and high-net-worth individuals. 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 hold the chartered financial analyst (CFA) designation.
Blueline Advisors Background
Blueline 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 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, LLC
Ledgewood Wealth Advisors, LLC is a fee-only registered investment advisor (RIA) that serves high-net-worth and non-high-net-worth clients, as well as corporations and business entities.
The firm’s one advisor is a certified financial planner (CFP).
Ledgewood has a minimum account size requirement of $500,000. 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. Ledgewood’s Form ADV shows that it made 44% of its investments in exchanged-traded equity securities.
Its key investment strategies include long- and short-term purchases, trading and short sales.