#1The Foundry Financial Group, Inc.
THE FOUNDRY FINANCIAL GROUP, INC.
Based in Laconia, NH
Retirement Plan Advisors in Belknap County, NH
The top-ranked retirement plan advisors serving Belknap County, NH are The Foundry Financial Group, Inc., Atlas Fiduciary Services, Inc. and Hager Investment Management Services, LLC. We list 6 retirement plan advisors serving Belknap County, NH. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Belknap County, NH. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Belknap County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | The Foundry Financial Group, Inc. | SEC-registered investment adviser (CRD)#116823 | Laconia, NH | (603) 528-5171 |
| 2 | Atlas Fiduciary Services, Inc. | SEC-registered investment adviser (CRD)#321271 | Concord, NH (22 mi) | (603) 581-7125 |
| 3 | Hager Investment Management Services, LLC | SEC-registered investment adviser (CRD)#117097 | New London, NH (29 mi) | (603) 526-4099 |
| 4 | Craig Duvarney, Cfp | SEC-registered investment adviser (CRD)#126911 | Bartlett, NH (42 mi) | (978) 772-2156 |
| 5 | Brendel Financial Advisors LLC | SEC-registered investment adviser (CRD)#288927 | Hanover, NH (45 mi) | (603) 643-4441 |
| 6 | Mascoma Wealth Management | SEC-registered investment adviser (CRD)#174907 | Hanover, NH (45 mi) | (603) 676-8813 |
#2Atlas Fiduciary Services, Inc.
ATLAS FIDUCIARY SERVICES, INC.Serves this area from Concord, NH (22 mi)#3Hager Investment Management Services, LLC
HAGER INVESTMENT MANAGEMENT SERVICES, LLCServes this area from New London, NH (29 mi)#4Craig Duvarney, Cfp
DUVARNEY, CRAIG DOUGLASServes this area from Bartlett, NH (42 mi)#5Brendel Financial Advisors LLC
BRENDEL FINANCIAL ADVISORS LLCServes this area from Hanover, NH (45 mi)#6Mascoma Wealth Management
MASCOMA WEALTH MANAGEMENT LLCServes this area from Hanover, NH (45 mi)
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Frequently asked questions
How many retirement plan advisors serve Belknap County?
We list 6 retirement plan advisors serving Belknap County, NH: 1 based there and 5 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Belknap County?
The top-ranked retirement plan advisors serving Belknap County, NH are The Foundry Financial Group, Inc., Atlas Fiduciary Services, Inc., Hager Investment Management Services, LLC, Craig Duvarney, Cfp and Brendel Financial Advisors LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Belknap County are verified against official records?
6 of the top 6 match an active official record: The Foundry Financial Group, Inc. (U.S. Securities and Exchange Commission), Atlas Fiduciary Services, Inc. (U.S. Securities and Exchange Commission), Hager Investment Management Services, LLC (U.S. Securities and Exchange Commission), Craig Duvarney, Cfp (U.S. Securities and Exchange Commission) and Brendel Financial Advisors LLC (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Laconia, Gilford, Belmont, Meredith, Alton, Barnstead, Tilton, Gilmanton, Tilton Northfield, Sanbornton, New Hampton, Center Harbor