IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

Ranking, New Hampshire

Fastest-growing independent RIAs over three years in New Hampshire

As of October 2, 2026, Oak Grove Capital, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 72.7%, from a base of $169.1 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.

Fastest-growing independent RIAs over three years in New Hampshire
Rank Firm City Growth Starting value
1 Oak Grove Capital, LLC Holderness 72.7% $169.1 million
2 Arca Wealth, LLC Portsmouth 71.3% $252.5 million
3 Clark Asset Management, LLC Stratham 67.5% $281.8 million
4 Aurelius Family Office, LLC Bedford 40.5% $113.6 million
5 Nvest Financial, LLC Portsmouth 36.9% $268.4 million
6 Arcadia Wealth Management, LLC Manchester 28.5% $209.8 million
7 Hager Investment Management Services, LLC New London 28.5% $104.4 million
8 Fairscale Capital, LLC Nashua 24.9% $106.6 million
9 Robbins Farley LLC Bedford 22.8% $136.6 million
10 Craig Duvarney, CFP Bartlett 20.1% $213.9 million
11 Cohen Investment Advisors, LLC Bedford 20.1% $149.8 million
12 Essential Planning, LLC Portsmouth 19.1% $310.4 million
13 Sweeney Financial Advisors Bedford 18.9% $239.8 million
14 Milestone Financial Planning, LLC Bedford 18.7% $353.4 million
15 Northeast Planning Associates, Inc. Bedford 17.4% $255.6 million
16 Affinity Investment Group, LLC Exeter 17.4% $368.1 million
17 Cornerstone Financial Planning, LLC Portsmouth 16.4% $254.2 million
18 Safir Wealth Advisors, LLC Greenland 16.2% $126.2 million
19 Apex Wealth Management, LLC Bedford 16.1% $122.0 million
20 Summit Wealth Group LLC Exeter 15.1% $499.7 million
21 Glenwood Investment Group, LLC Manchester 14.9% $131.3 million
22 Unconventional Investor, LLC Portsmouth 14.7% $200.7 million
23 The Harbor Group, Inc. Bedford 14.6% $1.3 billion
24 Northstar Financial Planning, LLC Windham 14.4% $184.0 million
25 Valpey Financial Services LLC Concord 14.0% $152.4 million
26 Lumbard & Kellner, LLC Hollis 13.6% $303.0 million
27 CMH Wealth Management, LLC Portsmouth 13.5% $555.9 million
28 Brophy Wealth Management, LLC Bedford 13.5% $364.4 million
29 Bcas Bedford 13.4% $319.0 million
30 Blueline Advisors Exeter 13.3% $169.8 million
31 Ledgewood Wealth Advisors, LLC Exeter 12.6% $151.7 million
32 Independence Financial Advisors, LLC Franklin 12.1% $329.7 million
33 Granite State Retirement Planning, Inc. Bedford 11.9% $102.2 million
34 Eldridge Investment Advisors Inc Manchester 11.6% $585.2 million
35 Loudon Investment Management, LLC West Lebanon 11.3% $168.0 million
36 Measured Wealth Private Client Group, LLC Rye 11.2% $384.7 million
37 Three Bearings Fiduciary Advisors, Inc. Hampton 11.0% $256.4 million
38 Mascoma Wealth Management Hanover 10.4% $421.8 million
39 Harbor Advisory Corporation Portsmouth 10.2% $359.7 million
40 Bluestone Wealth Management LLC Keene 9.3% $208.9 million
41 Bartley Financial Advisors, LLC Bedford 9.3% $116.1 million
42 Robert A. Zock & Co.,inc. Sutton 7.7% $140.2 million
43 Brendel Financial Advisors LLC Hanover 7.6% $208.7 million
44 Curbstone Financial Management Corp. Manchester 6.9% $336.6 million
45 Catalyst Investment Management LLC Windham 6.6% $107.2 million
46 David Wendell Associates, Inc. Portsmouth 6.5% $1.1 billion
47 Grove Street Fiduciary, LLC Peterborough 6.3% $344.2 million
48 Carlson Investments Concord 3.9% $656.6 million
49 Granite Value Capital, LLC Hanover -3.8% $111.3 million
50 Whitegate Investment Counselors, Inc. Concord -4.1% $618.4 million
51 Capital Design Private Wealth LLC Portsmouth -4.7% $111.0 million
52 Hampshire Family Office Gilford -13.3% $1.3 billion
53 The Eideard Group, LLC Bedford -15.6% $263.3 million

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

More rankings

Fastest growing, 3 years 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.