Top RIAs in New Hampshire
Every SEC-registered RIA with a main office in New Hampshire, by regulatory AUM, from Form ADV
77 RIAs registered with the SEC are headquartered in New Hampshire, the 33rd most of any state, managing $59.1B in regulatory assets as of Sep 1, 2026. The largest by regulatory AUM is Prime Buchholz LLC in Portsmouth at $14.1B. 9 firms report $1 billion or more.
77
SEC-registered RIAs
$59.1B
Regulatory AUM
9
Firms at $1B and above
$284.2M
Median firm AUM
Data as of Sep 1, 2026, file ia09012026-registered.zip. Retrieved Sep 10, 2026.
01 · The firms
Every SEC-registered RIA in New Hampshire, by regulatory AUM
The default sort is regulatory assets under management as each firm filed it, which puts asset managers and wealth managers on one list. The toggle for firms where individuals and high-net-worth individuals hold the majority of assets is what separates them, using the firm's own Form ADV Item 5.D figures.
All 77 firms, by regulatory AUM as filed.
| # | Firm | City | Regulatory AUM | Advisory staff | Accounts | Individual + HNW clients | Retail share | Filed |
|---|---|---|---|---|---|---|---|---|
| 1 | Prime Buchholz LLCCRD 106455 | Portsmouth | $14.1B | 69 | 85 | 29 | 19% | Mar 2026 |
| 2 | Impax Asset Management LLCCRD 114335 | Portsmouth | $8.9B | 30 | 27 | n.d. | 0% | Dec 2025 |
| 3 | Global Forest Partners LPCRD 127064 | Lebanon | $3.5B | 24 | 19 | 0 | 0% | Apr 2026 |
| 4 | Matrix Capital Management Company, LPCRD 160066 | Portsmouth | $2.3B | 4 | 4 | n.d. | 0% | Mar 2026 |
| 5 | The Harbor Group, Inc.CRD 105637 | Bedford | $2.0B | 9 | 3,734 | 700 | 99% | May 2026 |
| 6 | Wellesley Asset Management, Inc.CRD 116176 | Portsmouth | $2.0B | 19 | 1,956 | 1,246 | 44% | Mar 2026 |
| 7 | Tide Cycle Resources LLCCRD 330698 | Portsmouth | $1.9B | 2 | 1 | 1 | 100% | Jul 2026 |
| 8 | David Wendell Associates, Inc.CRD 106664 | Portsmouth | $1.3B | 5 | 465 | 442 | 81% | Mar 2026 |
| 9 | Arca Wealth, LLCCRD 174765 | Portsmouth | $1.3B | 11 | 4,909 | 1,108 | 89% | Aug 2026 |
| 10 | Conservation Resource Partners, LLCCRD 160706 | Exeter | $822.1M | 7 | 4 | 0 | 0% | May 2026 |
| 11 | Eldridge Investment Advisors IncCRD 106380 | Manchester | $814.3M | 8 | 997 | 659 | 75% | May 2026 |
| 12 | CMH Wealth Management, LLCCRD 150138 | Portsmouth | $813.4M | 7 | 704 | 309 | 96% | May 2026 |
| 13 | The Lyme Timber Company LLCCRD 171953 | Hanover | $773.9M | 10 | 13 | 0 | 0% | Mar 2026 |
| 14 | Summit Wealth Group LLCCRD 282205 | Exeter | $761.9M | 7 | 1,445 | 445 | 98% | Mar 2026 |
| 15 | Carlson InvestmentsCRD 105729 | Concord | $735.5M | 8 | 893 | 350 | 73% | Aug 2026 |
| 16 | Nvest Financial, LLCCRD 128868 | Portsmouth | $688.3M | 5 | 2,066 | 799 | 98% | Aug 2026 |
| 17 | Affinity Investment Group, LLCCRD 117191 | Exeter | $595.1M | 3 | 1,624 | 461 | 94% | Aug 2026 |
| 18 | Milestone Financial Planning, LLCCRD 283439 | Bedford | $590.3M | 12 | 1,223 | 257 | 100% | Apr 2026 |
| 19 | Mascoma Wealth ManagementCRD 174907 | Hanover | $567.8M | 9 | 1,185 | 422 | 81% | Feb 2026 |
| 20 | Whitegate Investment Counselors, Inc.CRD 107732 | Concord | $545.4M | 3 | 477 | 136 | 99% | Mar 2026 |
| 21 | Brophy Wealth Management, LLCCRD 169894 | Bedford | $532.5M | 4 | 1,205 | 391 | 100% | May 2026 |
| 22 | Measured Wealth Private Client Group, LLCCRD 170442 | Portsmouth | $528.3M | 11 | 1,399 | 633 | 94% | Mar 2026 |
| 23 | Essential Planning, LLCCRD 106651 | Portsmouth | $524.4M | 3 | 2,207 | 573 | 100% | Mar 2026 |
| 24 | Harbor Advisory CorporationCRD 105151 | Portsmouth | $480.9M | 3 | 395 | 144 | 99% | May 2026 |
| 25 | BcasCRD 105666 | Bedford | $465.7M | 4 | 631 | 269 | 63% | Jul 2026 |
| 26 | Independence Financial Advisors, LLCCRD 156305 | Franklin | $463.8M | 7 | 3,065 | 2,734 | 88% | Dec 2025 |
| 27 | Arcadia Wealth Management, LLCCRD 284925 | Manchester | $445.5M | 10 | 2,014 | 655 | 98% | Aug 2026 |
| 28 | Lumbard & Kellner, LLCCRD 117196 | Hollis | $443.6M | 3 | 321 | 316 | 95% | Mar 2026 |
| 29 | Northeast Planning Associates, Inc.CRD 131406 | Bedford | $414.0M | 69 | 1,509 | 959 | 100% | May 2026 |
| 30 | Grove Street Fiduciary, LLCCRD 107703 | Peterborough | $413.2M | 2 | 1,066 | 292 | 100% | Mar 2026 |
| 31 | Curbstone Financial Management Corp.CRD 13348 | Manchester | $411.7M | 6 | 653 | 267 | 93% | Jun 2026 |
| 32 | Sweeney Financial AdvisorsCRD 116564 | Bedford | $403.2M | 4 | 806 | 247 | 98% | Aug 2026 |
| 33 | Cornerstone Financial Planning, LLCCRD 129656 | Portsmouth | $400.7M | 6 | 1,025 | 247 | 100% | Aug 2026 |
| 34 | Three Bearings Fiduciary Advisors, Inc.CRD 283926 | Hampton | $350.7M | 2 | 547 | 157 | 58% | Aug 2026 |
| 35 | Aurelius Family Office, LLCCRD 323016 | Bedford | $315.3M | 1 | 167 | 165 | 97% | Jul 2026 |
| 36 | Bexil Advisers LLCCRD 154387 | Walpole | $306.6M | 3 | 1 | 0 | 0% | Feb 2026 |
| 37 | Mardin Capital GroupCRD 342252 | Rye | $306.2M | 3 | 660 | 238 | 100% | Aug 2026 |
| 38 | American Trust Investment Advisors, LLCCRD 114439 | Lebanon | $303.5M | 2 | 193 | 83 | 33% | Mar 2026 |
| 39 | The Foundry Financial Group, Inc.CRD 116823 | Laconia | $284.2M | 6 | 1,206 | 294 | 97% | Feb 2026 |
| 40 | Northstar Financial Planning, LLCCRD 117205 | Windham | $275.8M | 6 | 486 | 172 | 99% | Feb 2026 |
| 41 | Bluestone Wealth Management LLCCRD 137959 | Keene | $272.9M | 2 | 118 | 37 | 100% | Jan 2026 |
| 42 | Atlas Fiduciary Services, Inc.CRD 321271 | Concord | $269.3M | 4 | 122 | 121 | 14% | Jul 2026 |
| 43 | Birch Financial GroupCRD 332057 | Keene | $264.7M | 2 | 652 | 192 | 100% | Jul 2026 |
| 44 | Brendel Financial Advisors LLCCRD 288927 | Hanover | $260.2M | 2 | 712 | 321 | 100% | Apr 2026 |
| 45 | Cohen Investment Advisors, LLCCRD 168595 | Bedford | $259.3M | 4 | 919 | 237 | 97% | Jun 2026 |
| 46 | Robbins Farley LLCCRD 286581 | Bedford | $252.9M | 4 | 743 | 263 | 98% | Mar 2026 |
| 47 | Blueline AdvisorsCRD 164642 | Exeter | $247.2M | 3 | 510 | 148 | 76% | Mar 2026 |
| 48 | Loudon Investment Management, LLCCRD 113641 | West Lebanon | $231.8M | 3 | 170 | 75 | 95% | Mar 2026 |
| 49 | Valpey Financial Services LLCCRD 154154 | Concord | $226.0M | 1 | 616 | 186 | 100% | Mar 2026 |
| 50 | Hager Investment Management Services, LLCCRD 117097 | New London | $221.6M | 3 | 178 | 171 | 95% | Jan 2026 |
02 · By city
Where in New Hampshire the firms sit
Main-office city as filed. Up to the twenty-five cities with the most firms.
- Portsmouth19 · $35.9B
- Bedford13 · $5.9B
- Hanover6 · $2.0B
- Exeter5 · $2.6B
- Manchester5 · $1.9B
- Concord4 · $1.8B
- Lebanon3 · $3.9B
- Nashua3 · $461.4M
- Salem3 · $318.7M
- Keene2 · $537.6M
- Walpole2 · $399.8M
- Windham2 · $411.6M
- Franklin1 · $463.8M
- Hampton1 · $350.7M
- Hollis1 · $443.6M
- Laconia1 · $284.2M
- New London1 · $221.6M
- Newfields1 · $132.1M
- Peterborough1 · $413.2M
- Rye1 · $306.2M
- Sutton1 · $175.1M
- West Lebanon1 · $231.8M
03 · Questions
Questions people ask about RIAs in New Hampshire
- How many RIAs are in New Hampshire?
- 77 RIAs registered with the SEC list a main office in New Hampshire in the SEC's Form ADV data as of Sep 1, 2026. That count excludes state-registered RIAs, which generally manage under $100 million and file with the state rather than the SEC, and firms whose address is suppressed on Form ADV.
- What is the largest RIA in New Hampshire?
- By regulatory assets under management as filed on Form ADV, the largest SEC-registered RIA headquartered in New Hampshire is Prime Buchholz LLC in Portsmouth, at $14.1B. Regulatory AUM counts all assets a firm manages, so the largest filer in a state is often an asset manager rather than a wealth manager.
- How many New Hampshire RIAs manage more than $1 billion?
- 9 of the 77 SEC-registered RIAs headquartered in New Hampshire report regulatory assets under management of $1 billion or more. The median firm in the state reports $284.2M.
- Where does this data come from?
- From the SEC's monthly Form ADV data file for SEC-registered investment advisers (ia09012026-registered.zip, data as of Sep 1, 2026). Each figure is as the firm itself reported it on Form ADV Item 5; the SEC does not verify it. Every row links to the firm's record on the SEC's Investment Adviser Public Disclosure site.
Definitions and source
What each column means, in the SEC's words
- Regulatory assets under management Form ADV Item 5.F(2)(c)
- If yes, what is the amount of your regulatory assets under management and total number of accounts? Total, discretionary plus non-discretionary.
- Total accounts Form ADV Item 5.F(2)(f)
- Total number of accounts, discretionary plus non-discretionary.
- Employees Form ADV Item 5.A
- Approximately how many employees do you have? Include full- and part-time employees but do not include any clerical workers.
- Advisory employees Form ADV Item 5.B(1)
- Approximately how many of the employees reported in 5.A. perform investment advisory functions (including research)?
- Broker-dealer registered representatives Form ADV Item 5.B(2)
- Approximately how many of the employees reported in 5.A. are registered representatives of a broker-dealer?
- Individual and high-net-worth clients Form ADV Item 5.D(a), 5.D(b)
- Number of clients and amount of regulatory assets under management for individuals (other than high net worth individuals) and for high net worth individuals.
- Commissions Form ADV Item 5.E(5)
- You are compensated for your investment advisory services by (check all that apply): (5) Commissions.
- Private funds Form ADV Item 7.B
- Are you an adviser to any private fund?
Source: U.S. Securities and Exchange Commission, Form ADV data, Information About Registered Investment Advisers and Exempt Reporting Advisers, file ia09012026-registered.zip (data as of Sep 1, 2026), retrieved Sep 10, 2026. Figures are as self-reported by each firm on Form ADV Item 5; the SEC does not verify them. Neither the SEC nor the state securities authorities have approved the information filed on Form ADV, and we can not guarantee its accuracy.
Winthrop & Co. is compensated by firms when an advisor joins through us. The advisor never pays. Firms on this page are listed by arithmetic on the SEC's file, not by any relationship with us, and none is ranked, labelled or recommended.