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Investment Advisors in Portsmouth, NH: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Portsmouth: Arca, RFA Score 69/100; 5.0★ from 64 Google reviews.

  2. 3

    Most-reviewed: Tindon Health & Wealth, 45 Google reviews at 5.0★, the most of 16 ranked after Arca; ranked #3.

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

16 Portsmouth investment advisors are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 16 rated firms.

Top 10 investment advisors in Portsmouth 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 Portsmouth at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Arca695.0★ (64)Portsmouth—Top score
2Edward Jones - Financial Advisor: Ben Woodhouse, CFP®655.0★ (20)Portsmouth——
3Tindon Health & Wealth645.0★ (45)Wells Beach Station, 17 mi awaySatMost reviews
4Fidelity Investments644.8★ (13)Portsmouth——
5Nvest Financial LLC614.4★ (7)Portsmouth——
6Charles Schwab602.6★ (8)Portsmouth——
7Edward Jones - Financial Advisor: Andrew P Trowbridge, CFP®|ChFC®|CEPA®|AAMS®|CRPC™594.4★ (7)Dover, 9 mi away——
8Partners Bank584.0★ (5)York Beach, 7 mi awaySat—
9Edward Jones - Financial Advisor: John M St Pierre, AAMS®585.0★ (3)Durham, 4 mi away——
10Bluebird Wealth Management585.0★ (9)Amesbury, 17 mi away——

All 16 investment advisors in Portsmouth, 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.

  1. Ranked #1 in Portsmouth

    #1 Arca

    Based in Portsmouth

    69/100RFA Score

    Ranked #1 because of its Google rating and review volume: 5.0★ from 64 Google reviews, the most in Portsmouth.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–4:30 PM · Sat–Sun closed
    Address
    22 Deer St #200, Portsmouth, NH 03801
    View profile for Arca(603) 610-8881

  4. #4 Fidelity Investments

    Based in Portsmouth

    64/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.8★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 13 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    54 Maplewood Ave, Portsmouth, NH 03801
    View profile for Fidelity Investments(833) 613-2167

  5. #5 Nvest Financial LLC

    Based in Portsmouth

    61/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    Two International Dr #110, Portsmouth, NH 03801
    View profile for Nvest Financial LLC(207) 985-8585

  6. #6 Charles Schwab

    Based in Portsmouth

    60/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 2.6★ from 8 Google reviews, listed on Google as “Financial consultant”.

    • 2.6★ from 8 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    100 Market St 4th Floor, Portsmouth, NH 03801
    View profile for Charles Schwab(800) 646-4710

  7. #7 Edward Jones - Financial Advisor: Andrew P Trowbridge, CFP®|ChFC®|CEPA®|AAMS®|CRPC™

    Based in Dover, 9 mi away

    59/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.4★ from 7 Google reviews, listed on Google as “Financial consultant”.

    • 4.4★ from 7 Google reviews
    Hours
    Mon–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    60 Pointe Pl Ste 35, Dover, NH 03820
    View profile for Edward Jones - Financial Advisor: Andrew P Trowbridge, CFP®|ChFC®|CEPA®|AAMS®|CRPC™(603) 749-6169

  8. #8 Partners Bank

    Based in York Beach, 7 mi away

    58/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 5 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    408 US-1, York, ME 03909
    View profile for Partners Bank(888) 226-5747

  11. #11 Partners Bank

    Based in Wells Beach Station, 18 mi away

    57/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 6 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 6 Google reviews
    Hours
    Mon–Wed 8:30 AM–4 PM · Thu–Fri 8:30 AM–5 PM · Sat 8:30 AM–12 PM · Sun closed
    Address
    1149 Post Rd, Wells, ME 04090
    View profile for Partners Bank(888) 226-5747

  16. #16 Beacon Pointe Advisors

    Based in Newburyport, 19 mi away

    55/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.5★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 4 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    75 Water St Ste 523, Newburyport, MA 01950
    View profile for Beacon Pointe Advisors(978) 463-6660

Also serving Portsmouth

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 Portsmouth
BusinessGoogle ratingDistance
Capital Design Private Wealth5.0★ (1)In Portsmouth
Centeras Private Wealth5.0★ (3)In Portsmouth
Charles M Beynon - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Portsmouth
CoFi Advisors | Collective Financial Advisors5.0★ (8)In Portsmouth
Edward Jones - Financial Advisor: Brian Clark5.0★ (1)In Portsmouth
Essential Planning5.0★ (1)In Portsmouth
F3 Capital5.0★ (8)In Portsmouth
Finn Wealth Advisors5.0★ (1)In Portsmouth
Guyton Group & Forge Financial5.0★ (2)In Portsmouth
Meconi Financial Management & Advisory - Ameriprise Financial Services, LLC5.0★ (1)In Portsmouth
Northeast Planning Associates, Inc.5.0★ (1)In Portsmouth
Oppenheimer & Co. Inc.5.0★ (1)In Portsmouth
Pathways Financial Planning5.0★ (5)In Portsmouth
Patriot Advisory Group5.0★ (5)In Portsmouth
Relayer Benefits4.3★ (16)In Portsmouth
SCS Financial5.0★ (1)In Portsmouth
Seacoast Financial Planning5.0★ (2)In Portsmouth
Steward Partners5.0★ (1)In Portsmouth
Vigilant Wealth Management5.0★ (2)In Portsmouth
Wells Fargo Advisors2.5★ (2)In Portsmouth

How we ranked Portsmouth investment advisors

We scored 16 Portsmouth 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 Portsmouth 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 Portsmouth: frequently asked questions

Which investment advisor has the highest RFA Score in Portsmouth?

By RFA Score, the highest-ranked investment advisor in Portsmouth, NH is Arca with an RFA Score of 69/100. It has 5.0★ from 64 Google reviews. Edward Jones - Financial Advisor: Ben Woodhouse, CFP® (#2) and Tindon Health & Wealth (#3) follow. We ranked 16 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Portsmouth?

RankedFinancialAdvisors ranks 16 investment advisors serving Portsmouth, NH. 5 of them are based in Portsmouth; 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 Portsmouth work on weekends?

3 of 16 ranked investment advisors post Saturday hours. The highest-ranked open Saturdays are Tindon Health & Wealth (#3), Partners Bank (#8) and Partners Bank (#11). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Portsmouth investment advisors have?

The median Google rating among 16 rated investment advisors in Portsmouth is 5.0★, with a median of 7 reviews. Arca has the most, 64 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 Portsmouth count in this ranking?

Yes, if they are within 25 mi of the Portsmouth 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 Portsmouth 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 Portsmouth 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 Portsmouth

  1. November 2026: RFA Scores recalculated for 16 investment advisors serving Portsmouth.

More investment advisors and Portsmouth pages