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AdvisorIQ

Ranking, New Hampshire

Fastest-growing wealth firms over five years, including broker-dealer firms in New Hampshire

As of October 2, 2026, Clark Asset Management, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 66.8%, from a base of $102.6 million.

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

SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.

Rank Firm City Growth Starting value
1 Clark Asset Management, LLC Stratham 66.8% $102.6 million
2 Arca Wealth, LLC Portsmouth 38.8% $246.6 million
3 Oak Grove Capital, LLC Holderness 24.3% $293.2 million
4 Arcadia Wealth Management, LLC Manchester 22.9% $159.0 million
5 Brophy Wealth Management, LLC Bedford 20.3% $211.7 million
6 Milestone Financial Planning, LLC Bedford 19.1% $246.2 million
7 Cohen Investment Advisors, LLC Bedford 14.0% $134.9 million
8 Essential Planning, LLC Portsmouth 13.7% $275.4 million
9 Sweeney Financial Advisors Bedford 13.3% $215.6 million
10 Mascoma Wealth Management Hanover 13.3% $304.3 million
11 Northeast Planning Associates, Inc. Bedford 13.0% $224.5 million
12 Harbor Advisory Corporation Portsmouth 12.8% $263.8 million
13 Robbins Farley LLC Bedford 12.4% $140.7 million
14 Northstar Financial Planning, LLC Windham 12.3% $154.2 million
15 Independence Financial Advisors, LLC Franklin 12.2% $261.0 million
16 Affinity Investment Group, LLC Exeter 12.1% $336.9 million
17 Craig Duvarney, CFP Bartlett 12.0% $210.8 million
18 Cornerstone Financial Planning, LLC Portsmouth 11.0% $237.6 million
19 Valpey Financial Services LLC Concord 10.9% $134.8 million
20 Summit Wealth Group LLC Exeter 9.8% $477.4 million
21 Lumbard & Kellner, LLC Hollis 9.6% $280.3 million
22 Safir Wealth Advisors, LLC Greenland 9.1% $128.4 million
23 Bcas Bedford 8.3% $313.1 million
24 Loudon Investment Management, LLC West Lebanon 8.3% $155.9 million
25 The Harbor Group, Inc. Bedford 8.1% $1.4 billion
26 CMH Wealth Management, LLC Portsmouth 7.8% $559.8 million
27 Ledgewood Wealth Advisors, LLC Exeter 7.6% $150.3 million
28 Eldridge Investment Advisors Inc Manchester 7.6% $565.6 million
29 Bartley Financial Advisors, LLC Bedford 7.2% $107.2 million
30 Three Bearings Fiduciary Advisors, Inc. Hampton 6.6% $254.3 million
31 Bluestone Wealth Management LLC Keene 6.3% $200.8 million
32 Measured Wealth Private Client Group, LLC Rye 6.0% $395.3 million
33 Grove Street Fiduciary, LLC Peterborough 5.6% $314.2 million
34 Robert A. Zock & Co.,inc. Sutton 5.6% $133.1 million
35 Brendel Financial Advisors LLC Hanover 5.3% $201.2 million
36 David Wendell Associates, Inc. Portsmouth 4.3% $1.1 billion
37 Secure Planning Broker-dealer affiliated Portsmouth 3.0% $161.1 million
38 Curbstone Financial Management Corp. Manchester 2.5% $364.3 million
39 Blueline Advisors Exeter 2.3% $220.8 million
40 Carlson Investments Concord -0.1% $738.3 million
41 Peak Wealth Management LLC Nashua -0.3% $158.6 million
42 Whitegate Investment Counselors, Inc. Concord -13.1% $1.1 billion
43 The Eideard Group, LLC Bedford -13.8% $332.1 million

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

More rankings

Fastest growing, 5 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.