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Financial Advisors in Windham, NH: 2026 rankings

209 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Windham: NJB Accounting Solutions, LLC, RFA Score 74/100; 5.0★ from 96 Google reviews; open 7 days a week.

  2. 5

    Most-reviewed: Terranova & Associates CPA, LLC, 282 Google reviews at 4.9★, the most of 209 ranked; ranked #5.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

209 Windham financial advisors are ranked here by RFA Score, from eight published factors. 56 open Saturdays and 7 open Sundays, based on posted hours. The median Google rating is 4.8★ across 209 rated firms.

Top 10 financial advisors in Windham at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Windham at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1NJB Accounting Solutions, LLC745.0★ (96)Salem, 6 mi awaySat · SunTop score
2Venning Advisors (formerly Lane Rifkin)744.6★ (191)Derry, 5 mi away——
3Arcadia Financial744.9★ (245)Manchester, 16 mi away——
4Guardian Financial Services, LLC735.0★ (76)Salem, 5 mi away——
5Terranova & Associates CPA, LLC724.9★ (282)Danvers, 24 mi away—Most reviews
6Markham Group, Inc.715.0★ (153)Leominster, 22 mi away——
7Granite Oak Private Wealth715.0★ (43)Londonderry, 5 mi away——
8Stonehearth Capital Management705.0★ (127)Danvers, 23 mi away——
9Jane Harris: Primerica - Financial Services694.9★ (34)Methuen, 8 mi away——
10Turner & Costa, P.C.694.8★ (73)Westford, 17 mi away——

All 209 financial advisors in Windham, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  3. #3 Arcadia Financial

    Based in Manchester, 16 mi away

    74/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.9★ from 245 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 245 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    155 Dow St STE 301, Manchester, NH 03101
    View profile for Arcadia Financial(603) 681-9190

  6. #6 Markham Group, Inc.

    Based in Leominster, 22 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 153 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 153 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    20 Central Ave #2, Ayer, MA 01432
    View profile for Markham Group, Inc.(978) 772-0800

  10. #10 Turner & Costa, P.C.

    Based in Westford, 17 mi away

    69/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.8★ from 73 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 73 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri–Sun closed
    Address
    190 Littleton Rd, Westford, MA 01886
    View profile for Turner & Costa, P.C.(978) 692-3291

  12. #12 OpenRoad Wealth Advisors

    Based in Dracut, 13 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 35 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 35 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    23 Main St Suite 2A, Andover, MA 01810
    View profile for OpenRoad Wealth Advisors(978) 475-5500

  13. #13 Champion Financial Strategies & Insurance Solutions - IRA, 401k, Stocks, Life Insurance

    Based in Nashua, 9 mi away

    68/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 23 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    142 Main St Ste 214, Nashua, NH 03060
    View profile for Champion Financial Strategies & Insurance Solutions - IRA, 401k, Stocks, Life Insurance(857) 544-3104

  16. #16 SHP Financial

    Based in Woburn, 22 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 50 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 50 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    400 Tradecenter Dr Ste 7810, Woburn, MA 01801
    View profile for SHP Financial(508) 746-2400

  17. #17 Fidelity Investments

    Based in Nashua, 9 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.3★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 38 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    225 Daniel Webster Hwy, Nashua, NH 03060
    View profile for Fidelity Investments(800) 225-6452

  18. #18 Compass Financial

    Based in Dracut, 9 mi away

    67/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 19 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 19 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    One Tech Dr Ste 135, Andover, MA 01810
    View profile for Compass Financial(978) 975-1300

  19. #19 Enterprise Bank

    Based in Windham

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    15 Indian Rock Rd, Windham, NH 03087
    View profile for Enterprise Bank(603) 965-1615

  20. #20 Charles Schwab

    Based in Nashua, 12 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 21 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 21 Google reviews
    Hours
    Mon–Thu 9 AM–5:30 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    2 Cellu Dr Ste 113, Nashua, NH 03063
    View profile for Charles Schwab(603) 595-0581

  21. #21 Salem Five Bank

    Based in Lowell, 12 mi away

    66/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.3★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.3★ from 42 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat 9 AM–1 PM · Sun closed
    Address
    691 Rogers St, Lowell, MA 01852
    View profile for Salem Five Bank(978) 458-6351

  24. #24 Salem Five Bank

    Based in Tewksbury, 16 mi away

    66/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 39 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    2171 Main St, Tewksbury, MA 01876
    View profile for Salem Five Bank(978) 658-7270

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 209 ranked financial advisors here; the rest are on their profiles.

financial advisors in Windham, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26HUB International664.5★ (41)15 mi
27Lekas, Edgar & Co.665.0★ (10)5 mi
28Law Offices of Adam J. Tobin664.8★ (23)14 mi
29Enterprise Bank654.7★ (12)7 mi
30Scott Advisory Group655.0★ (5)In Windham
31Sentinel Group654.1★ (113)22 mi
32Enterprise Bank (Part of Rockland Trust)654.2★ (22)10 mi
33NRGTree655.0★ (13)11 mi
34Robbins Farley, LLC655.0★ (16)14 mi
35Enterprise Bank (Part of Rockland Trust)654.6★ (13)9 mi
36Josh Andreasen - Edelman Financial Engines655.0★ (29)22 mi
37Oliver Capital Management655.0★ (31)24 mi
38Life Solutions Group654.7★ (37)22 mi
39Enterprise Bank (Part of Rockland Trust)654.3★ (22)12 mi
40Sweeney Financial Advisors655.0★ (15)14 mi
41Caitlin Harrison - Financial Planner655.0★ (15)15 mi
42Enterprise Bank (Part of Rockland Trust)654.9★ (11)10 mi
43Bank of America (with Drive-thru ATM)653.9★ (54)15 mi
44Brophy Wealth Management, LLC645.0★ (14)14 mi
45Stephen Freedman - Edelman Financial Engines645.0★ (26)22 mi
46Cornerstone Financial Management LLC645.0★ (26)22 mi
47Merrimack Wealth Management644.6★ (11)9 mi
48Enterprise Bank (Part of Rockland Trust)644.3★ (15)11 mi
49Appletree Financial Services645.0★ (6)6 mi
50Bank of America Financial Center643.4★ (47)9 mi

Also serving Windham

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Windham
BusinessGoogle ratingDistance
Adam Diorio: Primerica - Financial Services5.0★ (2)5 mi
Applied Capital Management Inc5.0★ (2)5 mi
Edward Jones - Financial Advisor: Joseph R O'Brien, AAMS®3.0★ (2)5 mi
Edward Jones - Financial Advisor: Lisa Walker, ChFC®|AAMS®5.0★ (1)In Windham
Edward Jones - Financial Advisor: Michael P Murphy Jr, CFP®|ChFC®5.0★ (2)In Windham
Emerson & Douglas Associates, LLC5.0★ (2)5 mi
Gassman Financial LLC5.0★ (2)4 mi
Lakeside Financial PlanningIn Windham
Landmark Financial Services Group LLC3.0★ (2)9 mi
Main Street Private Wealth Management - Ameriprise Financial Services, LLC3.0★ (2)9 mi
Matt StaplesIn Windham
Northstar Financial Planning5.0★ (1)In Windham
Sara Janes R Hoag: Primerica - Financial Services5.0★ (2)5 mi
Sky View Ranch and Aquatic enter5.0★ (2)5 mi
Steeplechase Capital PartnersIn Windham
Steven M. Andrews, CFP5.0★ (1)In Windham
Thrivent FinancialIn Windham
Timothy Skwiot - Prudential Financial1.0★ (1)In Windham
Travis William Terry - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)4 mi
Waterview Wealth ManagementIn Windham

How we ranked Windham financial advisors

We scored 209 Windham financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Windham data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Windham: frequently asked questions

Which financial advisor has the highest RFA Score in Windham?

By RFA Score, the highest-ranked financial advisor in Windham, NH is NJB Accounting Solutions, LLC with an RFA Score of 74/100. It has 5.0★ from 96 Google reviews. It is open 7 days a week. Venning Advisors (formerly Lane Rifkin) (#2) and Arcadia Financial (#3) follow. We ranked 209 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Windham?

RankedFinancialAdvisors ranks 209 financial advisors serving Windham, NH. 2 of them are based in Windham; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Windham work on weekends?

56 of 209 ranked financial advisors post Saturday hours and 7 post Sunday hours. The highest-ranked open Saturdays are NJB Accounting Solutions, LLC (#1), Enterprise Bank (Part of Rockland Trust) (#14) and Enterprise Bank (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Windham financial advisors have?

The median Google rating among 209 rated financial advisors in Windham is 4.8★, with a median of 9 reviews. Terranova & Associates CPA, LLC has the most, 282 reviews, and ranks #5. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Windham count in this ranking?

Yes, if they are within 25 mi of the Windham city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Windham ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Windham a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Windham

  1. November 2026: RFA Scores recalculated for 209 financial advisors serving Windham.
  2. November 2026: 3 duplicate listings merged.

More financial advisors and Windham pages