Research Report · 2026-06-30
Largest Registered Investment Advisers in New Hampshire
New Hampshire SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
77
Total AUM
$62.70B
Median AUM
$306.6M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | PRIME BUCHHOLZ LLC | PORTSMOUTH | 106455 | $14.07B | 127 | 2026-03-31 | → |
| 2 | IMPAX ASSET MANAGEMENT LLC | PORTSMOUTH | 114335 | $8.94B | 93 | 2025-12-31 | → |
| 3 | GLOBAL FOREST PARTNERS LP | LEBANON | 127064 | $3.50B | 24 | 2026-04-30 | → |
| 4 | MATRIX CAPITAL MANAGEMENT COMPANY, LP | PORTSMOUTH | 160066 | $2.32B | 7 | 2026-03-31 | → |
| 5 | THE HARBOR GROUP, INC. | BEDFORD | 105637 | $2.00B | 22 | 2026-05-31 | → |
| 6 | WELLESLEY ASSET MANAGEMENT, INC. | PORTSMOUTH | 116176 | $1.99B | 30 | 2026-03-31 | → |
| 7 | TIDE CYCLE RESOURCES LLC | PORTSMOUTH | 330698 | $1.85B | 2 | 2026-03-31 | → |
| 8 | DHK FINANCIAL ADVISORS INC | PORTSMOUTH | 106126 | $1.68B | 5 | 2025-03-31 | → |
| 9 | CHARTER OAK CAPITAL MANAGEMENT, LLC | PORTSMOUTH | 120870 | $1.57B | 27 | 2026-04-30 | → |
| 10 | WENDELL DAVID ASSOCIATES INC | PORTSMOUTH | 106664 | $1.33B | 5 | 2026-03-31 | → |
| 11 | GRANITE BAY WEALTH MANAGEMENT, LLC | PORTSMOUTH | 174765 | $1.27B | 28 | 2026-06-30 | → |
| 12 | CONSERVATION RESOURCE PARTNERS, LLC | EXETER | 160706 | $822.1M | 17 | 2026-05-31 | → |
| 13 | ELDRIDGE INVESTMENT ADVISORS INC | MANCHESTER | 106380 | $814.3M | 8 | 2026-05-31 | → |
| 14 | CMH WEALTH MANAGEMENT, LLC | PORTSMOUTH | 150138 | $813.4M | 9 | 2026-05-31 | → |
| 15 | THE LYME TIMBER COMPANY LLC | HANOVER | 171953 | $773.9M | 18 | 2026-03-31 | → |
| 16 | SUMMIT WEALTH GROUP LLC | EXETER | 282205 | $761.9M | 10 | 2026-03-31 | → |
| 17 | DL CARLSON INVESTMENT GROUP INC. | CONCORD | 105729 | $735.5M | 14 | 2026-03-31 | → |
| 18 | NVEST FINANCIAL, LLC | PORTSMOUTH | 128868 | $688.3M | 16 | 2026-03-31 | → |
| 19 | AFFINITY INVESTMENT GROUP, LLC | EXETER | 117191 | $595.1M | 9 | 2026-05-31 | → |
| 20 | MILESTONE FINANCIAL PLANNING, LLC | BEDFORD | 283439 | $590.3M | 23 | 2026-04-30 | → |
| 21 | MASCOMA WEALTH MANAGEMENT LLC | HANOVER | 174907 | $567.8M | 12 | 2026-02-28 | → |
| 22 | WHITEGATE INVESTMENT COUNSELORS, INC. | CONCORD | 107732 | $545.4M | 3 | 2026-03-31 | → |
| 23 | BROPHY WEALTH MANAGEMENT, LLC | BEDFORD | 169894 | $532.5M | 11 | 2026-05-31 | → |
| 24 | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | PORTSMOUTH | 170442 | $528.3M | 14 | 2026-03-31 | → |
| 25 | ESSENTIAL PLANNING, LLC | PORTSMOUTH | 106651 | $524.4M | 11 | 2026-03-31 | → |
| 26 | HARBOR ADVISORY CORPORATION | PORTSMOUTH | 105151 | $480.9M | 3 | 2026-05-31 | → |
| 27 | SEASCAPE CAPITAL MANAGEMENT,LLC | PORTSMOUTH | 126928 | $466.9M | 6 | 2026-03-31 | → |
| 28 | BALDWIN & CLARKE ADVISORY SERVICES LLC | BEDFORD | 105666 | $465.7M | 8 | 2026-06-30 | → |
| 29 | INDEPENDENCE FINANCIAL ADVISORS, LLC | FRANKLIN | 156305 | $463.8M | 11 | 2025-12-31 | → |
| 30 | ARCADIA WEALTH MANAGEMENT, LLC | MANCHESTER | 284925 | $445.5M | 21 | 2026-05-31 | → |
| 31 | LUMBARD & KELLNER, LLC | HOLLIS | 117196 | $443.6M | 4 | 2026-03-31 | → |
| 32 | NORTHEAST PLANNING ASSOCIATES, INC. | BEDFORD | 131406 | $414.0M | 129 | 2026-05-31 | → |
| 33 | GROVE STREET FIDUCIARY, LLC | PETERBOROUGH | 107703 | $413.2M | 4 | 2026-03-31 | → |
| 34 | CURBSTONE FINANCIAL MANAGEMENT CORPORATION | MANCHESTER | 13348 | $411.7M | 10 | 2026-06-30 | → |
| 35 | SFM, LLC | MANCHESTER | 116564 | $403.2M | 6 | 2026-03-31 | → |
| 36 | CORNERSTONE FINANCIAL PLANNING, LLC | PORTSMOUTH | 129656 | $400.7M | 6 | 2026-03-31 | → |
| 37 | THREE BEARINGS FIDUCIARY ADVISORS, INC. | HAMPTON | 283926 | $350.7M | 4 | 2026-03-31 | → |
| 38 | AURELIUS FAMILY OFFICE, LLC | BEDFORD | 323016 | $315.3M | 8 | 2026-03-31 | → |
| 39 | BEXIL ADVISERS LLC | WALPOLE | 154387 | $306.6M | 10 | 2026-02-28 | → |
| 40 | AMERICAN TRUST INVESTMENT ADVISORS, LLC | LEBANON | 114439 | $303.5M | 4 | 2026-03-31 | → |
| 41 | THE FOUNDRY FINANCIAL GROUP, INC. | LACONIA | 116823 | $284.2M | 11 | 2026-02-28 | → |
| 42 | CREEGAN & NASSOURA FINANCIAL GROUP, LLC | PORTSMOUTH | 116663 | $281.6M | 2 | 2025-11-30 | → |
| 43 | NORTHSTAR FINANCIAL PLANNING, LLC | WINDHAM | 117205 | $275.8M | 6 | 2026-02-28 | → |
| 44 | BLUESTONE WEALTH MANAGEMENT LLC | KEENE | 137959 | $272.9M | 2 | 2026-01-31 | → |
| 45 | ATLAS FIDUCIARY SERVICES, INC. | CONCORD | 321271 | $269.3M | 6 | 2026-02-28 | → |
| 46 | BIRCH FINANCIAL GROUP, LLC | KEENE | 332057 | $264.7M | 2 | 2026-05-31 | → |
| 47 | BRENDEL FINANCIAL ADVISORS LLC | HANOVER | 288927 | $260.2M | 4 | 2026-04-30 | → |
| 48 | COHEN INVESTMENT ADVISORS, LLC | BEDFORD | 168595 | $259.3M | 7 | 2026-06-30 | → |
| 49 | ROBBINS FARLEY LLC | BEDFORD | 286581 | $252.9M | 5 | 2026-03-31 | → |
| 50 | BLUELINE ADVISORS LLC | EXETER | 164642 | $247.2M | 3 | 2026-03-31 | → |
| 51 | LOUDON INVESTMENT MANAGEMENT, LLC | WEST LEBANON | 113641 | $231.8M | 4 | 2026-03-31 | → |
| 52 | VALPEY FINANCIAL SERVICES LLC | CONCORD | 154154 | $226.0M | 4 | 2026-03-31 | → |
| 53 | HAGER INVESTMENT MANAGEMENT SERVICES, LLC | NEW LONDON | 117097 | $221.6M | 3 | 2026-01-31 | → |
| 54 | LEDGEWOOD WEALTH ADVISORS, LLC | EXETER | 109049 | $216.8M | 2 | 2026-02-28 | → |
| 55 | FAIRSCALE CAPITAL, LLC | NASHUA | 165535 | $207.8M | 3 | 2026-01-31 | → |
| 56 | GLENWOOD INVESTMENT GROUP, LLC | MANCHESTER | 132950 | $199.4M | 4 | 2026-03-31 | → |
| 57 | DAVIS WEALTH ADVISORS LLC | SALEM | 287736 | $197.1M | 6 | 2026-06-30 | → |
| 58 | APEX WEALTH MANAGEMENT, LLC | BEDFORD | 317091 | $191.1M | 2 | 2026-02-28 | → |
| 59 | SECURE PLANNING, LLC | PORTSMOUTH | 42179 | $187.0M | 5 | 2026-05-31 | → |
| 60 | FOUR TREE ISLAND ADVISORY LLC | PORTSMOUTH | 158851 | $182.2M | 2 | 2026-03-31 | → |
| 61 | ZOCK ROBERT A & CO INC | SUTTON | 110480 | $175.1M | 1 | 2026-03-31 | → |
| 62 | THE EIDEARD GROUP, LLC | BEDFORD | 139834 | $158.1M | 3 | 2026-03-31 | → |
| 63 | PEAK WEALTH MANAGEMENT LLC | NASHUA | 281036 | $156.1M | 3 | 2026-01-31 | → |
| 64 | BARTLEY FINANCIAL ADVISORS, LLC | BEDFORD | 124293 | $151.6M | 5 | 2026-03-31 | → |
| 65 | GRANITE STATE RETIREMENT PLANNING, INC. | BEDFORD | 141899 | $143.2M | 1 | 2026-03-31 | → |
| 66 | COMPREHENSIVE PLANNING ASSOCIATES, INC. | LEBANON | 115932 | $138.4M | 4 | 2026-03-31 | → |
| 67 | MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLC | HANOVER | 126670 | $137.5M | 1 | 2026-02-28 | → |
| 68 | FINANCIAL MANAGEMENT ASSOCIATES, LLC | WINDHAM | 327502 | $135.8M | 3 | 2026-03-31 | → |
| 69 | MIDDLE STREET CAPITAL, LLC | NEWFIELDS | 226513 | $132.1M | 1 | 2026-05-31 | → |
| 70 | JMH WEALTH MANAGEMENT, LLC | HANOVER | 139294 | $124.1M | 3 | 2026-05-31 | → |
| 71 | THE CERATO GROUP LLC | NASHUA | 299174 | $121.3M | 3 | 2025-04-30 | → |
| 72 | GASSMAN FINANCIAL LLC | SALEM | 317204 | $112.6M | 2 | 2026-03-31 | → |
| 73 | GRANITE VALUE CAPITAL, LLC | HANOVER | 150169 | $98.9M | 3 | 2026-03-31 | → |
| 74 | PHOENIX INTERNATIONAL INVESTMENTS LLC | NASHUA | 170692 | $97.5M | 3 | 2026-03-31 | → |
| 75 | CAPITAL DESIGN PRIVATE WEALTH LLC | PORTSMOUTH | 300472 | $96.0M | 2 | 2026-03-31 | → |
| 76 | MIDAS MANAGEMENT CORPORATION | WALPOLE | 108237 | $93.2M | 10 | 2026-02-28 | → |
| 77 | FUTUREMONEY RIA, LLC | MANCHESTER | 329835 | $1.6M | 9 | 2026-03-31 | → |
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