{"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":"Fastest-growing independent RIAs over five years in New Hampshire","lead":"As of October 2, 2026, Clark Asset Management, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 66.8%, from a base of $102.6 million.","as_of":"2026-10-02","facts":{"ranking":"Fastest-growing independent RIAs over five years","how_it_is_computed":"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.","unit":"pct","scope":"New Hampshire","firms_listed":42,"rows":[{"rank":1,"crd":284480,"firm":"Clark Asset Management, LLC","city":"Stratham","state":"NH","value":0.668092347049976,"base_value":102555218,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284480/"},{"rank":2,"crd":174765,"firm":"Arca Wealth, LLC","city":"Portsmouth","state":"NH","value":0.387826996461211,"base_value":246606649,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174765/"},{"rank":3,"crd":165465,"firm":"Oak Grove Capital, LLC","city":"Holderness","state":"NH","value":0.243323997316761,"base_value":293158530,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165465/"},{"rank":4,"crd":284925,"firm":"Arcadia Wealth Management, LLC","city":"Manchester","state":"NH","value":0.228833736246522,"base_value":159000000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284925/"},{"rank":5,"crd":169894,"firm":"Brophy Wealth Management, LLC","city":"Bedford","state":"NH","value":0.202564819410312,"base_value":211737931,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169894/"},{"rank":6,"crd":283439,"firm":"Milestone Financial Planning, LLC","city":"Bedford","state":"NH","value":0.191135207014773,"base_value":246184338,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283439/"},{"rank":7,"crd":168595,"firm":"Cohen Investment Advisors, LLC","city":"Bedford","state":"NH","value":0.139682671046708,"base_value":134850974,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168595/"},{"rank":8,"crd":106651,"firm":"Essential Planning, LLC","city":"Portsmouth","state":"NH","value":0.137495535823464,"base_value":275391880,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106651/"},{"rank":9,"crd":116564,"firm":"Sweeney Financial Advisors","city":"Bedford","state":"NH","value":0.133320594093432,"base_value":215645570,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116564/"},{"rank":10,"crd":174907,"firm":"Mascoma Wealth Management","city":"Hanover","state":"NH","value":0.132817343626406,"base_value":304340692,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174907/"},{"rank":11,"crd":131406,"firm":"Northeast Planning Associates, Inc.","city":"Bedford","state":"NH","value":0.130217265287269,"base_value":224484897,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131406/"},{"rank":12,"crd":105151,"firm":"Harbor Advisory Corporation","city":"Portsmouth","state":"NH","value":0.127632286577845,"base_value":263777003,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105151/"},{"rank":13,"crd":286581,"firm":"Robbins Farley LLC","city":"Bedford","state":"NH","value":0.124346666953176,"base_value":140730430,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286581/"},{"rank":14,"crd":117205,"firm":"Northstar Financial Planning, LLC","city":"Windham","state":"NH","value":0.12328920217844,"base_value":154200000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117205/"},{"rank":15,"crd":156305,"firm":"Independence Financial Advisors, LLC","city":"Franklin","state":"NH","value":0.121828983260523,"base_value":261029917,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156305/"},{"rank":16,"crd":117191,"firm":"Affinity Investment Group, LLC","city":"Exeter","state":"NH","value":0.120526969804922,"base_value":336884689,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117191/"},{"rank":17,"crd":126911,"firm":"Craig Duvarney, CFP","city":"Bartlett","state":"NH","value":0.11971434701251,"base_value":210771055,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126911/"},{"rank":18,"crd":129656,"firm":"Cornerstone Financial Planning, LLC","city":"Portsmouth","state":"NH","value":0.11014437276194,"base_value":237636177,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129656/"},{"rank":19,"crd":154154,"firm":"Valpey Financial Services LLC","city":"Concord","state":"NH","value":0.108962025995845,"base_value":134754341,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154154/"},{"rank":20,"crd":282205,"firm":"Summit Wealth Group LLC","city":"Exeter","state":"NH","value":0.0980108838607374,"base_value":477383411,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282205/"},{"rank":21,"crd":117196,"firm":"Lumbard & Kellner, LLC","city":"Hollis","state":"NH","value":0.0961670655465285,"base_value":280300755,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117196/"},{"rank":22,"crd":285848,"firm":"Safir Wealth Advisors, LLC","city":"Greenland","state":"NH","value":0.0906134329319583,"base_value":128443181,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285848/"},{"rank":23,"crd":105666,"firm":"Bcas","city":"Bedford","state":"NH","value":0.0826866586768622,"base_value":313056036,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105666/"},{"rank":24,"crd":113641,"firm":"Loudon Investment Management, LLC","city":"West Lebanon","state":"NH","value":0.0825794241289759,"base_value":155900979,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/113641/"},{"rank":25,"crd":105637,"firm":"The Harbor Group, Inc.","city":"Bedford","state":"NH","value":0.08123832128541,"base_value":1350911711,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105637/"},{"rank":26,"crd":150138,"firm":"CMH Wealth Management, LLC","city":"Portsmouth","state":"NH","value":0.0775666713820906,"base_value":559839106,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150138/"},{"rank":27,"crd":109049,"firm":"Ledgewood Wealth Advisors, LLC","city":"Exeter","state":"NH","value":0.0760858947893612,"base_value":150273000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109049/"},{"rank":28,"crd":106380,"firm":"Eldridge Investment Advisors Inc","city":"Manchester","state":"NH","value":0.0756367605568493,"base_value":565556190,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106380/"},{"rank":29,"crd":124293,"firm":"Bartley Financial Advisors, LLC","city":"Bedford","state":"NH","value":0.0717030785569914,"base_value":107219309,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124293/"},{"rank":30,"crd":283926,"firm":"Three Bearings Fiduciary Advisors, Inc.","city":"Hampton","state":"NH","value":0.066436909543266,"base_value":254273540,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283926/"},{"rank":31,"crd":137959,"firm":"Bluestone Wealth Management LLC","city":"Keene","state":"NH","value":0.0632714390797302,"base_value":200838971,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137959/"},{"rank":32,"crd":170442,"firm":"Measured Wealth Private Client Group, LLC","city":"Rye","state":"NH","value":0.0597104346768562,"base_value":395347541,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170442/"},{"rank":33,"crd":107703,"firm":"Grove Street Fiduciary, LLC","city":"Peterborough","state":"NH","value":0.0563334609451729,"base_value":314152910,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107703/"},{"rank":34,"crd":110480,"firm":"Robert A. Zock & Co.,inc.","city":"Sutton","state":"NH","value":0.0562898523563191,"base_value":133140949,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110480/"},{"rank":35,"crd":288927,"firm":"Brendel Financial Advisors LLC","city":"Hanover","state":"NH","value":0.0527896776550594,"base_value":201153988,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/288927/"},{"rank":36,"crd":106664,"firm":"David Wendell Associates, Inc.","city":"Portsmouth","state":"NH","value":0.0434127249963157,"base_value":1075611000,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/106664/"},{"rank":37,"crd":13348,"firm":"Curbstone Financial Management Corp.","city":"Manchester","state":"NH","value":0.0247880967800094,"base_value":364294706,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/13348/"},{"rank":38,"crd":164642,"firm":"Blueline Advisors","city":"Exeter","state":"NH","value":0.0228781721211937,"base_value":220797913,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164642/"},{"rank":39,"crd":105729,"firm":"Carlson Investments","city":"Concord","state":"NH","value":-0.000765500730910418,"base_value":738348177,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105729/"},{"rank":40,"crd":281036,"firm":"Peak Wealth Management LLC","city":"Nashua","state":"NH","value":-0.00318178229915644,"base_value":158633583,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281036/"},{"rank":41,"crd":107732,"firm":"Whitegate Investment Counselors, Inc.","city":"Concord","state":"NH","value":-0.131335862758761,"base_value":1102666718,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107732/"},{"rank":42,"crd":139834,"firm":"The Eideard Group, LLC","city":"Bedford","state":"NH","value":-0.137914887307195,"base_value":332123937,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/139834/"}]},"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":"Fastest-growing independent RIAs over five years, nationally","url":"https://advisoriq.com/ria/rankings/fastest-growing-5-year/"},{"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/fastest-growing-5-year/new-hampshire/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/fastest-growing-5-year/new-hampshire/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}