{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the fastest client growth over one year in New Hampshire","lead":"As of October 2, 2026, Lumbard & Kellner, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 163.1%, from a base of 122.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the fastest client growth over one year","how_it_is_computed":"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.","unit":"pct","scope":"New Hampshire","firms_listed":50,"rows":[{"rank":1,"crd":117196,"firm":"Lumbard & Kellner, LLC","city":"Hollis","state":"NH","value":1.63114754098361,"base_value":122,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117196/"},{"rank":2,"crd":327502,"firm":"Financial Management Associates, LLC","city":"Windham","state":"NH","value":1.53284671532847,"base_value":137,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/327502/"},{"rank":3,"crd":174765,"firm":"Arca Wealth, LLC","city":"Portsmouth","state":"NH","value":1.07592592592593,"base_value":540,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174765/"},{"rank":4,"crd":281036,"firm":"Peak Wealth Management LLC","city":"Nashua","state":"NH","value":0.67741935483871,"base_value":124,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281036/"},{"rank":5,"crd":107703,"firm":"Grove Street Fiduciary, LLC","city":"Peterborough","state":"NH","value":0.302631578947368,"base_value":228,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107703/"},{"rank":6,"crd":128868,"firm":"Nvest Financial, LLC","city":"Portsmouth","state":"NH","value":0.30064308681672,"base_value":622,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128868/"},{"rank":7,"crd":284480,"firm":"Clark Asset Management, LLC","city":"Stratham","state":"NH","value":0.212765957446809,"base_value":235,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284480/"},{"rank":8,"crd":332057,"firm":"Birch Financial Group","city":"Keene","state":"NH","value":0.129411764705882,"base_value":170,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332057/"},{"rank":9,"crd":164642,"firm":"Blueline Advisors","city":"Exeter","state":"NH","value":0.121212121212121,"base_value":132,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164642/"},{"rank":10,"crd":168595,"firm":"Cohen Investment Advisors, LLC","city":"Bedford","state":"NH","value":0.110619469026549,"base_value":226,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168595/"},{"rank":11,"crd":145774,"firm":"Hepworth Equity Partners, LLC","city":"Wolfeboro","state":"NH","value":0.0767263427109974,"base_value":391,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/145774/"},{"rank":12,"crd":165465,"firm":"Oak Grove Capital, LLC","city":"Holderness","state":"NH","value":0.0747663551401869,"base_value":107,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165465/"},{"rank":13,"crd":117205,"firm":"Northstar Financial Planning, LLC","city":"Windham","state":"NH","value":0.0745341614906831,"base_value":161,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117205/"},{"rank":14,"crd":323016,"firm":"Aurelius Family Office, LLC","city":"Bedford","state":"NH","value":0.0705128205128205,"base_value":156,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323016/"},{"rank":15,"crd":286581,"firm":"Robbins Farley LLC","city":"Bedford","state":"NH","value":0.0691056910569106,"base_value":246,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286581/"},{"rank":16,"crd":106651,"firm":"Essential Planning, LLC","city":"Portsmouth","state":"NH","value":0.068014705882353,"base_value":544,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106651/"},{"rank":17,"crd":154154,"firm":"Valpey Financial Services LLC","city":"Concord","state":"NH","value":0.0638297872340425,"base_value":188,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154154/"},{"rank":18,"crd":283439,"firm":"Milestone Financial Planning, LLC","city":"Bedford","state":"NH","value":0.0619834710743801,"base_value":242,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283439/"},{"rank":19,"crd":170442,"firm":"Measured Wealth Private Client Group, LLC","city":"Rye","state":"NH","value":0.0526315789473684,"base_value":608,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170442/"},{"rank":20,"crd":283926,"firm":"Three Bearings Fiduciary Advisors, Inc.","city":"Hampton","state":"NH","value":0.0518867924528301,"base_value":212,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283926/"},{"rank":21,"crd":117191,"firm":"Affinity Investment Group, LLC","city":"Exeter","state":"NH","value":0.0497835497835497,"base_value":462,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117191/"},{"rank":22,"crd":13348,"firm":"Curbstone Financial Management Corp.","city":"Manchester","state":"NH","value":0.0413533834586466,"base_value":266,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/13348/"},{"rank":23,"crd":282205,"firm":"Summit Wealth Group LLC","city":"Exeter","state":"NH","value":0.0410958904109588,"base_value":438,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282205/"},{"rank":24,"crd":300472,"firm":"Capital Design Private Wealth LLC","city":"Portsmouth","state":"NH","value":0.0358422939068099,"base_value":279,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/300472/"},{"rank":25,"crd":105666,"firm":"Bcas","city":"Bedford","state":"NH","value":0.0334448160535117,"base_value":299,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105666/"},{"rank":26,"crd":141899,"firm":"Granite State Retirement Planning, Inc.","city":"Bedford","state":"NH","value":0.0317460317460319,"base_value":126,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141899/"},{"rank":27,"crd":117097,"firm":"Hager Investment Management Services, LLC","city":"New London","state":"NH","value":0.0287356321839081,"base_value":174,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117097/"},{"rank":28,"crd":317091,"firm":"Apex Wealth Management, LLC","city":"Bedford","state":"NH","value":0.027027027027027,"base_value":111,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317091/"},{"rank":29,"crd":150138,"firm":"CMH Wealth Management, LLC","city":"Portsmouth","state":"NH","value":0.0251572327044025,"base_value":318,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150138/"},{"rank":30,"crd":156305,"firm":"Independence Financial Advisors, LLC","city":"Franklin","state":"NH","value":0.0164714494875549,"base_value":2732,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156305/"},{"rank":31,"crd":115932,"firm":"The Wealth Conservatory","city":"Lebanon","state":"NH","value":0.0155038759689923,"base_value":129,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115932/"},{"rank":32,"crd":106380,"firm":"Eldridge Investment Advisors Inc","city":"Manchester","state":"NH","value":0.00881057268722474,"base_value":681,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106380/"},{"rank":33,"crd":105637,"firm":"The Harbor Group, Inc.","city":"Bedford","state":"NH","value":0.0071942446043165,"base_value":695,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105637/"},{"rank":34,"crd":174907,"firm":"Mascoma Wealth Management","city":"Hanover","state":"NH","value":-0.0102669404517454,"base_value":487,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174907/"},{"rank":35,"crd":132950,"firm":"Glenwood Investment Group, LLC","city":"Manchester","state":"NH","value":-0.0158730158730159,"base_value":378,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132950/"},{"rank":36,"crd":109049,"firm":"Ledgewood Wealth Advisors, LLC","city":"Exeter","state":"NH","value":-0.02,"base_value":100,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109049/"},{"rank":37,"crd":129656,"firm":"Cornerstone Financial Planning, LLC","city":"Portsmouth","state":"NH","value":-0.0224358974358975,"base_value":312,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129656/"},{"rank":38,"crd":105729,"firm":"Carlson Investments","city":"Concord","state":"NH","value":-0.024390243902439,"base_value":369,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105729/"},{"rank":39,"crd":126911,"firm":"Craig Duvarney, CFP","city":"Bartlett","state":"NH","value":-0.0314465408805031,"base_value":159,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126911/"},{"rank":40,"crd":169894,"firm":"Brophy Wealth Management, LLC","city":"Bedford","state":"NH","value":-0.0320197044334976,"base_value":406,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169894/"},{"rank":41,"crd":106664,"firm":"David Wendell Associates, Inc.","city":"Portsmouth","state":"NH","value":-0.0354166666666667,"base_value":480,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106664/"},{"rank":42,"crd":107732,"firm":"Whitegate Investment Counselors, Inc.","city":"Concord","state":"NH","value":-0.0544217687074829,"base_value":147,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107732/"},{"rank":43,"crd":116564,"firm":"Sweeney Financial Advisors","city":"Bedford","state":"NH","value":-0.0583941605839416,"base_value":274,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116564/"},{"rank":44,"crd":105151,"firm":"Harbor Advisory Corporation","city":"Portsmouth","state":"NH","value":-0.064935064935065,"base_value":154,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105151/"},{"rank":45,"crd":288927,"firm":"Brendel Financial Advisors LLC","city":"Hanover","state":"NH","value":-0.0845070422535211,"base_value":355,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288927/"},{"rank":46,"crd":284925,"firm":"Arcadia Wealth Management, LLC","city":"Manchester","state":"NH","value":-0.104417670682731,"base_value":747,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284925/"},{"rank":47,"crd":165535,"firm":"Fairscale Capital, LLC","city":"Nashua","state":"NH","value":-0.105,"base_value":200,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165535/"},{"rank":48,"crd":131406,"firm":"Northeast Planning Associates, Inc.","city":"Bedford","state":"NH","value":-0.160278745644599,"base_value":1148,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131406/"},{"rank":49,"crd":116823,"firm":"The Foundry Financial Group, Inc.","city":"Laconia","state":"NH","value":-0.407265774378585,"base_value":523,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116823/"},{"rank":50,"crd":298122,"firm":"Catalyst Investment Management LLC","city":"Windham","state":"NH","value":-0.482758620689655,"base_value":116,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298122/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the fastest client growth over one year, nationally","url":"https://advisoriq.com/ria/rankings/client-growth/"},{"title":"RIA market data for New Hampshire","url":"https://advisoriq.com/ria/states/new-hampshire/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"notes":["Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.","Each ranking lists at most the top 100 firms."],"url":"https://advisoriq.com/ria/rankings/client-growth/new-hampshire/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/client-growth/new-hampshire/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}