SEC-registered independent wealth management RIA
Three Bearings Fiduciary Advisors, Inc.
As of its Form ADV filed August 10, 2026, Three Bearings Fiduciary Advisors, Inc., an SEC-registered independent wealth management RIA in Hampton, New Hampshire, reported $350.7 million in regulatory assets under management across 547 accounts, ranking #31 among independent RIAs in New Hampshire by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 283926
- SEC file number
- 801-108079
- Registered since
- July 28, 2016
- Latest Form ADV filing
- August 10, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 0
Key figures
- Regulatory assets under management
- $350.7 million
- Discretionary
- $333.0 million (94.9%)
- Non-discretionary
- $17.7 million
- Accounts
- 547 (511 discretionary)
- Clients
- 223, approximate as reported
- Employees
- 5
- Advisory staff
- 2 performing investment advisory functions
- Average account
- $641,194
- Asset growth, 1 year
- 14.0% (from $307.6 million a year earlier)
- Asset growth, 3-year annual rate
- 11.0% (from $256.4 million three years earlier)
- Asset growth, 5-year annual rate
- 6.6% (from $254.3 million five years earlier)
- Client growth, 1 year
- 5.2% (from 212)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In New Hampshire | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #3,547 | #31 | $350.7 million |
| Fastest-growing independent RIAs over one year | #3,980 | #29 | 14.0%from $307.6 million |
| Fastest-growing independent RIAs over three years | #3,994 | #37 | 11.0%from $256.4 million |
| Fastest-growing independent RIAs over five years | #3,432 | #30 | 6.6%from $254.3 million |
| Independent RIAs with the biggest asset gains over one year | #3,793 | #26 | $43.2 million |
| Independent RIAs with the most clients | #5,082 | #39 | 223 |
| Independent RIAs with the fastest client growth over one year | #2,577 | #20 | 5.2%from 212 |
| Independent RIAs with the most accounts | #4,556 | #32 | 547 |
| Independent RIAs with the most advisory staff | #6,488 | #48 | 2 |
| Independent RIAs with the most high net worth clients | #4,194 | #39 | 73 |
| Independent RIAs with the most CFP professionals | #1,937 | #20 | 2 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 3, 2016 | $0 |
| October 2, 2017 | $205.0 million |
| October 1, 2018 | $215.2 million |
| October 1, 2019 | $208.6 million |
| October 1, 2020 | $235.2 million |
| October 4, 2021 | $254.3 million |
| October 3, 2022 | $286.3 million |
| October 5, 2023 | $256.4 million |
| October 1, 2024 | $286.6 million |
| September 2, 2025 | $307.6 million |
| October 2, 2026 | $350.7 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 73 clients | $183.2 million | |
| State or municipal government entities 40 clients | $146.1 million | |
| Individuals (other than high net worth) 84 clients | $20.9 million | |
| Charitable organizations fewer than 5 clients | $557,740 |
How the firm is paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Advisory services
- Financial planning
- Portfolio management for individuals or small businesses
- Other
Financial planning clients (Item 5.H): 101-250.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Other financial products
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported custody of client cash or securities, $321.0 million in total.
Investment adviser representatives
- IARs registered with the firm
- 2
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 2
Designations held by the firm's IARs: CFP 2.
2 of the firm's 2 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New Hampshire
| Firm | City | RAUM |
|---|---|---|
| Cornerstone Financial Planning, LLC | Portsmouth | $400.7 million |
| Craig Duvarney, CFP | Bartlett | $371.0 million |
| Aurelius Family Office, LLC | Bedford | $315.3 million |
| Mardin Capital Group | Rye | $306.2 million |
| Unconventional Investor, LLC | Portsmouth | $302.5 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Three Bearings Fiduciary Advisors, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.threebearings.com
- Independent RIAs in New Hampshire
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.