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Investment Advisors in Nashua, NH: 2026 rankings

62 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Nashua: Guardian Financial Services, LLC, RFA Score 64/100; 5.0★ from 76 Google reviews.

  2. 10

    Most-reviewed: Salem Five Bank, 42 Google reviews at 4.3★, the most of 62 ranked after Guardian Financial Services, LLC; ranked #10.

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

62 Nashua investment advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 4.9★ across 62 rated firms.

Top 10 investment advisors in Nashua 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 investment advisors in Nashua at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Guardian Financial Services, LLC645.0★ (76)Salem, 13 mi away—Top score
2Wells Fargo Advisors622.7★ (16)Manchester, 16 mi away——
3Fidelity Investments624.3★ (38)Nashua——
4The Drouin Wealth Management Group625.0★ (22)Nashua——
5Oliver Capital Management615.0★ (31)Concord, 21 mi awaySat · Sun · Evenings—
6Charles Schwab615.0★ (21)Nashua——
7Eagle Point Investment Advisors615.0★ (3)Bedford, 13 mi away——
8BTS Asset Management604.2★ (5)Bedford, 23 mi away——
9Cohen Investment Advisors595.0★ (8)Bedford, 12 mi away——
10Salem Five Bank584.3★ (42)Lowell, 13 mi awaySatMost reviews

All 62 investment advisors in Nashua, 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.

  6. #6 Charles Schwab

    Based in Nashua

    61/100RFA Score

    Ranked #6 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

  8. #8 BTS Asset Management

    Based in Bedford, 23 mi away

    60/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    55 Old Bedford Rd #203, Lincoln, MA 01773
    View profile for BTS Asset Management(800) 343-3040

  10. #10 Salem Five Bank

    Based in Lowell, 13 mi away

    58/100RFA Score

    Ranked #10 because of its Google rating and review volume: 4.3★ from 42 Google reviews.

    • 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

  13. #13 Salem Five Bank

    Based in Tewksbury, 19 mi away

    58/100RFA Score

    Ranked #13 because of its Google rating and review volume: 4.6★ from 39 Google reviews.

    • 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

  22. #22 Salem Five Bank

    Based in Billerica, 16 mi away

    54/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.2★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 4.2★ from 15 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–6 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–1 PM · Sun closed
    Address
    188 Boston Rd, Billerica, MA 01862
    View profile for Salem Five Bank(978) 294-8944

Investment 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 62 ranked investment advisors here; the rest are on their profiles.

investment advisors in Nashua, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Workers Credit Union Headquarters533.1★ (35)15 mi
27Edward Jones - Financial Advisor: James A Normington, AAMS®|CRPC™535.0★ (5)11 mi
28Fidelity Investments534.0★ (9)15 mi
29Salem Five Bank534.0★ (12)18 mi
30Salem Five Bank534.3★ (12)21 mi
31Cillo Wealth Management & Tax524.0★ (4)10 mi
32Charles Schwab524.2★ (5)13 mi
33Advanced Portfolio Design LLC525.0★ (3)10 mi
34Lumora Wealth525.0★ (5)15 mi
35NorthStar Capital Inc525.0★ (4)14 mi
36Benchmark Property Associates LLC525.0★ (7)21 mi
37IC Credit Union - Mechanic Street Branch (ATM ONLY)523.2★ (24)22 mi
38Edward Jones - Financial Advisor: Andrew J Stoller, AAMS®|CRPC™|CRPS™515.0★ (3)13 mi
39Edward Jones - Financial Advisor: Corey F Lefavor, CEPA®515.0★ (3)13 mi
40Oasis Wealth Advisors - Ameriprise Financial Services, LLC513.9★ (7)18 mi
41Viceroy Capital Management512.0★ (4)24 mi
42Legacy Financial Solutions, Inc.515.0★ (4)16 mi
43Workers Credit Union512.3★ (27)15 mi
44Fidelity Investments513.1★ (26)23 mi
45Edward Jones - Financial Advisor: Marshall-Ben Tisdale, CEPA®|AAMS®515.0★ (3)15 mi
46Bartley Financial Advisors513.7★ (3)13 mi
47Salem Five Bank513.5★ (11)22 mi
48IC Credit Union - Parkhill Branch513.1★ (15)22 mi
49POWWOW, LLC515.0★ (5)21 mi
50Hightower Signature Wealth Financial Advisors - North Andover505.0★ (4)19 mi

Also serving Nashua

20 more investment 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 investment advisors serving Nashua
BusinessGoogle ratingDistance
Apollo Financial Group, LLC5.0★ (1)In Nashua
Bank of America Financial Center3.4★ (47)In Nashua
Bay State Financial5.0★ (1)In Nashua
Champion Financial Strategies & Insurance Solutions - IRA, 401k, Stocks, Life Insurance5.0★ (23)In Nashua
Edward Jones - Financial Advisor: Andy Whigham4.0★ (1)In Nashua
Edward Jones - Financial Advisor: Mike Ferris5.0★ (1)In Nashua
Frederick Boucher - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Nashua
Kevin W Garnick: Primerica - Financial Services5.0★ (1)In Nashua
LPL Financial5.0★ (2)In Nashua
Main Street Private Wealth Management - Ameriprise Financial Services, LLC3.0★ (2)In Nashua
New England Financial5.0★ (1)In Nashua
Paramount Financial Group, LLC5.0★ (1)In Nashua
Paul Goyette Northeast Planning5.0★ (1)In Nashua
PEAK Wealth Management LLC5.0★ (1)In Nashua
Retirement Path Financial5.0★ (3)In Nashua
Safety First Financial PlannersIn Nashua
Senior Financial Resources, Inc. DBA Strategic Asset Conservation3.8★ (6)In Nashua
Triangle Financial Group3.3★ (4)In Nashua
Weisman Tessier Lambert5.0★ (2)In Nashua
William J Shea CPA PLLC5.0★ (8)In Nashua

How we ranked Nashua investment advisors

We scored 62 Nashua investment 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 Nashua 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Nashua: frequently asked questions

Which investment advisor has the highest RFA Score in Nashua?

By RFA Score, the highest-ranked investment advisor in Nashua, NH is Guardian Financial Services, LLC with an RFA Score of 64/100. It has 5.0★ from 76 Google reviews. Wells Fargo Advisors (#2) and Fidelity Investments (#3) follow. We ranked 62 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Nashua?

RankedFinancialAdvisors ranks 62 investment advisors serving Nashua, NH. 6 of them are based in Nashua; 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 investment advisors in Nashua work on weekends?

12 of 62 ranked investment advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Oliver Capital Management (#5), Salem Five Bank (#10) and Salem Five Bank (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Nashua investment advisors have?

The median Google rating among 62 rated investment advisors in Nashua is 4.9★, with a median of 7 reviews. Guardian Financial Services, LLC has the most, 76 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Nashua count in this ranking?

Yes, if they are within 25 mi of the Nashua city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Nashua ranked?

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

How do I check an investment 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 investment advisor in Nashua 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 investment 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 Nashua

  1. November 2026: RFA Scores recalculated for 62 investment advisors serving Nashua.
  2. November 2026: 1 duplicate listing merged.

More investment advisors and Nashua pages