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AdvisorIQ

Ranking, New Hampshire

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in New Hampshire

As of October 2, 2026, Arca Wealth, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $825.0 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Rank Firm City Increase
1 Arca Wealth, LLC Portsmouth $825.0 million
2 Clark Asset Management, LLC Stratham $546.2 million
3 Tide Cycle Resources LLC Portsmouth $294.0 million
4 The Harbor Group, Inc. Bedford $262.0 million
5 Oak Grove Capital, LLC Holderness $254.8 million
6 Nvest Financial, LLC Portsmouth $164.9 million
7 Summit Wealth Group LLC Exeter $105.6 million
8 Milestone Financial Planning, LLC Bedford $103.6 million
9 Lumbard & Kellner, LLC Hollis $86.4 million
10 Northeast Planning Associates, Inc. Bedford $86.3 million
11 Essential Planning, LLC Portsmouth $84.8 million
12 Sweeney Financial Advisors Bedford $80.0 million
13 Affinity Investment Group, LLC Exeter $79.8 million
14 Bcas Bedford $77.7 million
15 The Foundry Financial Group, Inc. Laconia $76.3 million
16 Arcadia Wealth Management, LLC Manchester $65.3 million
17 Cornerstone Financial Planning, LLC Portsmouth $64.7 million
18 Measured Wealth Private Client Group, LLC Rye $64.4 million
19 Mascoma Wealth Management Hanover $63.1 million
20 Alignment Financial Group Exeter $62.6 million
21 Grove Street Fiduciary, LLC Peterborough $50.5 million
22 Aurelius Family Office, LLC Bedford $49.4 million
23 Fairscale Capital, LLC Nashua $48.7 million
24 Craig Duvarney, CFP Bartlett $45.5 million
25 Birch Financial Group Keene $43.4 million
26 Three Bearings Fiduciary Advisors, Inc. Hampton $43.2 million
27 Carlson Investments Concord $40.9 million
28 CMH Wealth Management, LLC Portsmouth $39.3 million
29 Steele Street Capital LLC Broker-dealer affiliated Portsmouth $38.8 million
30 Davis Wealth Advisors Salem $38.4 million
31 Harbor Advisory Corporation Portsmouth $37.0 million
32 Blueline Advisors Exeter $36.1 million
33 Unconventional Investor, LLC Portsmouth $35.1 million
34 Cohen Investment Advisors, LLC Bedford $33.7 million
35 Brendel Financial Advisors LLC Hanover $33.7 million
36 Hager Investment Management Services, LLC New London $32.2 million
37 Independence Financial Advisors, LLC Franklin $30.9 million
38 Glenwood Investment Group, LLC Manchester $28.8 million
39 Robbins Farley LLC Bedford $27.8 million
40 Valpey Financial Services LLC Concord $26.9 million
41 Curbstone Financial Management Corp. Manchester $26.3 million
42 Eldridge Investment Advisors Inc Manchester $23.4 million
43 Safir Wealth Advisors, LLC Greenland $21.7 million
44 The Wealth Conservatory Lebanon $21.1 million
45 Michael D. Taxman Investment Management Hanover $20.9 million
46 Apex Wealth Management, LLC Bedford $20.9 million
47 Brophy Wealth Management, LLC Bedford $20.0 million
48 Robert A. Zock & Co.,inc. Sutton $19.7 million
49 Four Tree Island Advisory LLC Portsmouth $19.1 million
50 Peak Wealth Management LLC Nashua $18.4 million
51 Secure Planning Broker-dealer affiliated Portsmouth $17.7 million
52 Hepworth Equity Partners, LLC Wolfeboro $15.6 million
53 Bluestone Wealth Management LLC Keene $14.9 million
54 Ledgewood Wealth Advisors, LLC Exeter $14.6 million
55 Northstar Financial Planning, LLC Windham $13.3 million
56 Bartley Financial Advisors, LLC Bedford $11.6 million
57 Granite State Retirement Planning, Inc. Bedford $11.1 million
58 JMH Wealth Management, LLC Hanover $10.4 million
59 Loudon Investment Management, LLC West Lebanon $10.2 million
60 Capital Design Private Wealth LLC Portsmouth $9.7 million
61 Financial Management Associates, LLC Windham $9.2 million
62 Catalyst Investment Management LLC Windham $7.8 million
63 Granite Value Capital, LLC Hanover $3.6 million

63 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

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.