Ranking, New Hampshire

Wealth firms with the fastest client growth over one year, including broker-dealer firms in New Hampshire

As of October 2, 2026, Lumbard & Kellner, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of wealth firms with the fastest client growth over one year, including broker-dealer firms, with 163.1%, from a base of 122.

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

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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.

Wealth firms with the fastest client growth over one year, including broker-dealer firms in New Hampshire
Rank	Firm	City	Growth	Starting value
1	Lumbard & Kellner, LLC	Hollis	163.1%	122
2	Financial Management Associates, LLC	Windham	153.3%	137
3	Arca Wealth, LLC	Portsmouth	107.6%	540
4	Peak Wealth Management LLC	Nashua	67.7%	124
5	Grove Street Fiduciary, LLC	Peterborough	30.3%	228
6	Nvest Financial, LLC	Portsmouth	30.1%	622
7	Clark Asset Management, LLC	Stratham	21.3%	235
8	Birch Financial Group	Keene	12.9%	170
9	Blueline Advisors	Exeter	12.1%	132
10	Cohen Investment Advisors, LLC	Bedford	11.1%	226
11	Hepworth Equity Partners, LLC	Wolfeboro	7.7%	391
12	Oak Grove Capital, LLC	Holderness	7.5%	107
13	Northstar Financial Planning, LLC	Windham	7.5%	161
14	Aurelius Family Office, LLC	Bedford	7.1%	156
15	Robbins Farley LLC	Bedford	6.9%	246
16	Essential Planning, LLC	Portsmouth	6.8%	544
17	Valpey Financial Services LLC	Concord	6.4%	188
18	Milestone Financial Planning, LLC	Bedford	6.2%	242
19	Measured Wealth Private Client Group, LLC	Rye	5.3%	608
20	Three Bearings Fiduciary Advisors, Inc.	Hampton	5.2%	212
21	Affinity Investment Group, LLC	Exeter	5.0%	462
22	Curbstone Financial Management Corp.	Manchester	4.1%	266
23	Summit Wealth Group LLC	Exeter	4.1%	438
24	Capital Design Private Wealth LLC	Portsmouth	3.6%	279
25	Bcas	Bedford	3.3%	299
26	Granite State Retirement Planning, Inc.	Bedford	3.2%	126
27	Hager Investment Management Services, LLC	New London	2.9%	174
28	Secure Planning Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Portsmouth	2.7%	515
29	Apex Wealth Management, LLC	Bedford	2.7%	111
30	CMH Wealth Management, LLC	Portsmouth	2.5%	318
31	Independence Financial Advisors, LLC	Franklin	1.6%	2,732
32	The Wealth Conservatory	Lebanon	1.6%	129
33	Eldridge Investment Advisors Inc	Manchester	0.9%	681
34	The Harbor Group, Inc.	Bedford	0.7%	695
35	Mascoma Wealth Management	Hanover	-1.0%	487
36	Glenwood Investment Group, LLC	Manchester	-1.6%	378
37	Ledgewood Wealth Advisors, LLC	Exeter	-2.0%	100
38	Cornerstone Financial Planning, LLC	Portsmouth	-2.2%	312
39	Carlson Investments	Concord	-2.4%	369
40	Craig Duvarney, CFP	Bartlett	-3.1%	159
41	Brophy Wealth Management, LLC	Bedford	-3.2%	406
42	David Wendell Associates, Inc.	Portsmouth	-3.5%	480
43	Whitegate Investment Counselors, Inc.	Concord	-5.4%	147
44	Sweeney Financial Advisors	Bedford	-5.8%	274
45	Harbor Advisory Corporation	Portsmouth	-6.5%	154
46	Brendel Financial Advisors LLC	Hanover	-8.5%	355
47	Arcadia Wealth Management, LLC	Manchester	-10.4%	747
48	Fairscale Capital, LLC	Nashua	-10.5%	200
49	Northeast Planning Associates, Inc.	Bedford	-16.0%	1,148
50	Steele Street Capital LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Portsmouth	-21.7%	129
51	The Foundry Financial Group, Inc.	Laconia	-40.7%	523
52	Catalyst Investment Management LLC	Windham	-48.3%	116

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

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Client growth 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.