Company lists · Data refreshed September 2026

Top 18 Goal-based investment advisors based in Portsmouth, United States

Name: Goal-based investment advisors based in Portsmouth, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 29 companies tracked

RevenueBase identified 29 company matches for goal-based investment advisors associated with Portsmouth, United States as of September 2026 and tracks 154 professional contacts across them, including 72 with verified work emails. Across the United States, New York is the largest hub for this category (426 companies); Portsmouth has 29.

This list covers company matches for goal-based investment advisors associated with Portsmouth, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 20, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

29Companies

154Contacts tracked

72Verified emails

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The 18 largest goal-based investment advisors based in Portsmouth, United States

Ranked by team size

Top 18 of 29 company matches for goal-based investment advisors based in Portsmouth, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Charter OAK Capital Management	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	11-50	21 contacts →
	Exact match “Charter Oak Capital Management is a privately owned independent wealth management firm based in New Hampshire and Maine.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Measured Wealth Private Client Group, LLC	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Measured Wealth, we empower individuals, families, and small businesses to achieve their financial goals through personalized and strategic guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	CMH Wealth Management, LLC	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “CMH Wealth Management is an independent, fee-only wealth management firm located in the heart of the Seacoast in Portsmouth, New Hampshire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Seascape Capital Management, LLC	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Guyton-Forge	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Guyton/ Forge is the combination of The Guyton Group and Forge Financial, both dedicated to helping you reach your financial goals no matter where you are along the spectrum of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Ross Financial Services	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We are a financial service provider, and our mission is to help you prepare for the retirement you deserve while earning your ongoing trust.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Granite BAY Wealth Management	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Granite Bay Wealth Management we work hard to make complex financial scenarios understandable.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Tenured Advisors	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “For those who have spent their lives teaching, leading, and serving others, we provide thoughtful, comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Mardin Capital Group	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Mardin Capital Group is a wealth management firm based out of Portsmouth, New Hampshire.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Centeras Private Wealth	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “We are an independent wealth advisory firm, dedicated to helping individuals and their families, small business owners and retirees looking ahead, and we help all of them organize…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Service Financial Group	Exact match	Portsmouth, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “The Service Financial Group Program can help you plan for everything from college costs to retirement, and everything in between.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Oceanpoint Investment Solutions	Exact match	Portsmouth, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “There are many ways to put together a powerful portfolio for all types of investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Capital Design Private Wealth LLC	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Andre, Hilton, and Nick serve as financial advisors, with a focus on aligning your values with your investments.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	F-3 Capital	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “At F3 Capital, we take pride in our role as fiduciary investment advisors, committed to guiding clients on their financial journeys with integrity and personalized care.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Wolf Pine Capital	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Wolf Pine Capital, we redefine wealth management with a focus on personalized, family office-style service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Seacoast Wealth Management Of Steward Partners	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Our mission is simple: to provide our clients with the highest level of financial service in a way that makes them feel comfortable, engaged and understood.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Estate Planners Of NEW England	Exact match	Portsmouth, NH, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Welcome to Estate Planners of New England, LLC We strive to provide high quality, knowledgeable and personalized advice in areas of Financial planning and Investment management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Newport Wealth Management, INC	Exact match	Portsmouth, RI, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “At Newport Wealth Management, clients come first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “goal-based investment advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 18 of 29 goal-based investment advisors based in Portsmouth, United States

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Goal-based investment advisors based in Portsmouth, United States at a glance

As of Sep 20, 2026

46.8%Verified-email coverage

5.3Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Portsmouth, so it is reported there. Company counts and contact totals on this page are exact for Portsmouth, over 29 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Portsmouth, United States whose business descriptions match “goal-based investment advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 72 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 20, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Goal-based investment advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “goal-based investment advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many goal-based investment advisors are there based in Portsmouth, United States?

RevenueBase identified 29 company matches for goal-based investment advisors associated with Portsmouth, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Charter OAK Capital Management tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most goal-based investment advisors?

New York leads the United States with 426 company records, followed by Atlanta (272) and Houston (262). Portsmouth has 29.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 72 professional contacts with verified work emails tracked across these 29 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 20, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.