Registered investment advisers in New Hampshire

AUM: $14.1B
Per adviser: $204M
Advisers: 69

No reported disclosures

Impax Asset Management LLC

Portsmouth, NH · Est. 1972

AUM: $8.9B
Per adviser: $298M
Advisers: 30

No reported disclosures

Global Forest Partners LP

Lebanon, NH · Est. 2003

AUM: $3.5B
Per adviser: $146M
Advisers: 24

No reported disclosures

Matrix Capital Management Company, LP

Portsmouth, NH · Est. 2012

AUM: $2.3B
Per adviser: $581M
Advisers: 4

No reported disclosures

The Harbor Group, INC.

Bedford, NH · Est. 1984

AUM: $2.0B
Per adviser: $222M
Advisers: 9

No reported disclosures

Wellesley Asset Management, INC.

Portsmouth, NH · Est. 2002

AUM: $2.0B
Per adviser: $105M
Advisers: 19

No reported disclosures

Tide Cycle Resources LLC

Portsmouth, NH · Est. 2024

AUM: $1.9B
Per adviser: $926M
Advisers: 2

No reported disclosures

Charter Oak Capital Management

Portsmouth, NH · Est. 2005

AUM: $1.6B
Per adviser: $121M
Advisers: 13

No reported disclosures

David Wendell Associates, INC.

Portsmouth, NH · Est. 1994

AUM: $1.3B
Per adviser: $266M
Advisers: 5

No reported disclosures

Arca Wealth, LLC

Portsmouth, NH · Est. 2015

AUM: $1.3B
Per adviser: $115M
Advisers: 11

No reported disclosures

Conservation Resource Partners, LLC

Exeter, NH · Est. 2012

AUM: $822M
Per adviser: $117M
Advisers: 7

No reported disclosures

Eldridge Investment Advisors INC

Manchester, NH · Est. 1992

AUM: $814M
Per adviser: $102M
Advisers: 8

No reported disclosures

Cmh Wealth Management, LLC

Portsmouth, NH · Est. 2009

AUM: $813M
Per adviser: $116M
Advisers: 7

No reported disclosures

The Lyme Timber Company LLC

Hanover, NH · Est. 2014

AUM: $774M
Per adviser: $77M
Advisers: 10

No reported disclosures

Summit Wealth Group LLC

Exeter, NH · Est. 2015

AUM: $762M
Per adviser: $109M
Advisers: 7

No reported disclosures

Carlson Investments

Concord, NH · Est. 1989

AUM: $736M
Per adviser: $92M
Advisers: 8

No reported disclosures

Nvest Financial, LLC

Portsmouth, NH · Est. 2022

AUM: $688M
Per adviser: $138M
Advisers: 5

No reported disclosures

Affinity Investment Group, LLC

Exeter, NH · Est. 2002

AUM: $595M
Per adviser: $198M
Advisers: 3

No reported disclosures

Milestone Financial Planning, LLC

Bedford, NH · Est. 2016

AUM: $590M
Per adviser: $49M
Advisers: 12

No reported disclosures

Mascoma Wealth Management

Hanover, NH · Est. 2015

AUM: $568M
Per adviser: $63M
Advisers: 9

No reported disclosures

Whitegate Investment Counselors, INC.

Concord, NH · Est. 1992

AUM: $545M
Per adviser: $182M
Advisers: 3

No reported disclosures

Brophy Wealth Management, LLC

Bedford, NH · Est. 2013

AUM: $533M
Per adviser: $133M
Advisers: 4

No reported disclosures

Measured Wealth Private Client Group, LLC

Portsmouth, NH · Est. 2014

AUM: $528M
Per adviser: $48M
Advisers: 11

No reported disclosures

Essential Planning, LLC

Portsmouth, NH · Est. 1996

AUM: $524M
Per adviser: $175M
Advisers: 3

Harbor Advisory Corporation

Portsmouth, NH · Est. 1972

AUM: $481M
Per adviser: $160M
Advisers: 3

No reported disclosures

Seascape Capital Management,LLC

Portsmouth, NH · Est. 2014

AUM: $467M
Per adviser: $156M
Advisers: 3

No reported disclosures

Bcas

Bedford, NH · Est. 1985

AUM: $466M
Per adviser: $93M
Advisers: 5

No reported disclosures

Independence Financial Advisors, LLC

Franklin, NH · Est. 2015

AUM: $464M
Per adviser: $66M
Advisers: 7

No reported disclosures

Arcadia Wealth Management, LLC

Manchester, NH · Est. 2021

AUM: $446M
Per adviser: $41M
Advisers: 11

No reported disclosures

Lumbard & Kellner, LLC

Hollis, NH · Est. 2003

AUM: $444M
Per adviser: $148M
Advisers: 3

No reported disclosures

Northeast Planning Associates, INC.

Bedford, NH · Est. 2017

National

AUM: $414M
Per adviser: $6M
Advisers: 69

No reported disclosures

Grove Street Fiduciary, LLC

Peterborough, NH · Est. 1993

AUM: $413M
Per adviser: $207M
Advisers: 2

No reported disclosures

Curbstone Financial Management Corp.

Manchester, NH · Est. 2006

AUM: $412M
Per adviser: $69M
Advisers: 6

No reported disclosures

Sfm, LLC

Manchester, NH · Est. 2014

AUM: $403M
Per adviser: $101M
Advisers: 4

No reported disclosures

Cornerstone Financial Planning, LLC

Portsmouth, NH · Est. 2016

AUM: $401M
Per adviser: $67M
Advisers: 6

No reported disclosures

Three Bearings Fiduciary Advisors, INC.

Hampton, NH · Est. 2016

AUM: $351M
Per adviser: $175M
Advisers: 2

No reported disclosures

Aurelius Family Office, LLC

Bedford, NH · Est. 2022

AUM: $315M
Per adviser: $315M
Advisers: 1

No reported disclosures

Bexil Advisers LLC

Walpole, NH · Est. 2010

AUM: $307M
Per adviser: $102M
Advisers: 3

No reported disclosures

American Trust Investment Advisors, LLC

Lebanon, NH · Est. 2001

AUM: $303M
Per adviser: $152M
Advisers: 2

No reported disclosures

The Foundry Financial Group, INC.

Laconia, NH · Est. 2024

AUM: $284M
Per adviser: $47M
Advisers: 6

No reported disclosures

Northstar Financial Planning, LLC

Windham, NH · Est. 2018

AUM: $276M
Per adviser: $46M
Advisers: 6

No reported disclosures

Bluestone Wealth Management LLC

Keene, NH · Est. 2007

AUM: $273M
Per adviser: $136M
Advisers: 2

No reported disclosures

Atlas Fiduciary Services, INC.

Concord, NH · Est. 2022

AUM: $269M
Per adviser: $67M
Advisers: 4

No reported disclosures

Birch Financial Group

Keene, NH · Est. 2024

AUM: $265M
Per adviser: $132M
Advisers: 2

No reported disclosures

Brendel Financial Advisors LLC

Hanover, NH · Est. 2017

AUM: $260M
Per adviser: $130M
Advisers: 2

No reported disclosures

Cohen Investment Advisors, LLC

Bedford, NH · Est. 2019

AUM: $259M
Per adviser: $65M
Advisers: 4

No reported disclosures

Robbins Farley LLC

Bedford, NH · Est. 2020

AUM: $253M
Per adviser: $63M
Advisers: 4

No reported disclosures

Blueline Advisors

Exeter, NH · Est. 2015

AUM: $247M
Per adviser: $82M
Advisers: 3

No reported disclosures

Loudon Investment Management, LLC

West Lebanon, NH · Est. 2003

AUM: $232M
Per adviser: $77M
Advisers: 3

No reported disclosures

Valpey Financial Services LLC

Concord, NH · Est. 2020

AUM: $226M
Per adviser: $226M
Advisers: 1

No reported disclosures

Hager Investment Management Services, LLC

New London, NH · Est. 2022

AUM: $222M
Per adviser: $74M
Advisers: 3

No reported disclosures

Ledgewood Wealth Advisors, LLC

Exeter, NH · Est. 2019

AUM: $217M
Per adviser: $108M
Advisers: 2

No reported disclosures

Fairscale Capital, LLC

Nashua, NH · Est. 2022

AUM: $208M
Per adviser: $69M
Advisers: 3

Glenwood Investment Group, LLC

Manchester, NH · Est. 2021

AUM: $199M
Per adviser: $100M
Advisers: 2

No reported disclosures

Davis Wealth Advisors

Salem, NH · Est. 2024

AUM: $197M
Per adviser: $39M
Advisers: 5

No reported disclosures

Apex Wealth Management, LLC

Bedford, NH · Est. 2021

AUM: $191M
Per adviser: $96M
Advisers: 2

No reported disclosures

Secure Planning

Portsmouth, NH · Est. 1998

AUM: $187M
Per adviser: $62M
Advisers: 3

No reported disclosures

Four Tree Island Advisory LLC

Portsmouth, NH · Est. 2024

AUM: $182M
Per adviser: $182M
Advisers: 1

No reported disclosures

Robert A. Zock & Co.,INC.

Sutton, NH · Est. 1976

AUM: $175M
Per adviser: $175M
Advisers: 1

No reported disclosures

The Eideard Group, LLC

Bedford, NH · Est. 2006

AUM: $158M
Per adviser: $79M
Advisers: 2

Peak Wealth Management LLC

Nashua, NH · Est. 2020

AUM: $156M
Per adviser: $52M
Advisers: 3

No reported disclosures

Bartley Financial Advisors, LLC

Bedford, NH · Est. 2021

AUM: $152M
Per adviser: $152M
Advisers: 1

No reported disclosures

Granite State Retirement Planning, INC.

Bedford, NH · Est. 2022

AUM: $143M
Per adviser: $143M
Advisers: 1

No reported disclosures

The Wealth Conservatory

Lebanon, NH · Est. 2025

AUM: $138M
Per adviser: $46M
Advisers: 3

No reported disclosures

Michael D. Taxman Investment Management

Hanover, NH · Est. 2024

AUM: $137M
Per adviser: $137M
Advisers: 1

No reported disclosures

Financial Management Associates, LLC

Windham, NH · Est. 2023

AUM: $136M
Per adviser: $136M
Advisers: 1

No reported disclosures

Middle Street Capital, LLC

Newfields, NH · Est. 2026

AUM: $132M
Per adviser: $132M
Advisers: 1

No reported disclosures

Jmh Wealth Management, LLC

Hanover, NH · Est. 2025

AUM: $124M
Per adviser: $62M
Advisers: 2

No reported disclosures

Gassman Financial LLC

Salem, NH · Est. 2026

AUM: $113M
Per adviser: $113M
Advisers: 1

No reported disclosures

Granite Value Capital, LLC

Hanover, NH · Est. 2023

AUM: $99M
Per adviser: $99M
Advisers: 1

No reported disclosures

Phoenix International Investments LLC

Nashua, NH · Est. 2019

AUM: $97M
Per adviser: $49M
Advisers: 2

No reported disclosures

Capital Design Private Wealth LLC

Portsmouth, NH · Est. 2023

AUM: $96M
Per adviser: $48M
Advisers: 2

No reported disclosures

Midas Management Corporation

Walpole, NH · Est. 1995

AUM: $93M
Per adviser: $31M
Advisers: 3

No reported disclosures

Futuremoney Ria

Manchester, NH · Est. 2024

AUM: $2M
Per adviser: $2M
Advisers: 1

No reported disclosures

Option Research & Technology Services, LLC

Portsmouth, NH · Est. 2018

AUM: —
Per adviser: —
Advisers: 5

No reported disclosures

Mardin Capital Group

Rye, NH · Est. 2026

AUM: —
Per adviser: —
Advisers: 3

No reported disclosures

Sooner Private Financial LLC

Salem, NH · Est. 2026