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Ranking, New Hampshire

Fastest-growing independent RIAs over one year in New Hampshire

As of October 2, 2026, Arca Wealth, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 185.6%, from a base of $444.6 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 one year in New Hampshire
Rank Firm City Growth Starting value
1 Arca Wealth, LLC Portsmouth 185.6% $444.6 million
2 Clark Asset Management, LLC Stratham 70.2% $778.3 million
3 Oak Grove Capital, LLC Holderness 41.3% $616.2 million
4 The Foundry Financial Group, Inc. Laconia 36.7% $207.9 million
5 Nvest Financial, LLC Portsmouth 31.5% $523.4 million
6 Fairscale Capital, LLC Nashua 30.6% $159.1 million
7 Northeast Planning Associates, Inc. Bedford 26.3% $327.7 million
8 Sweeney Financial Advisors Bedford 24.7% $323.2 million
9 Lumbard & Kellner, LLC Hollis 24.2% $357.2 million
10 Davis Wealth Advisors Salem 24.2% $158.8 million
11 Milestone Financial Planning, LLC Bedford 21.3% $486.7 million
12 Bcas Bedford 20.0% $388.1 million
13 Birch Financial Group Keene 19.6% $221.3 million
14 Essential Planning, LLC Portsmouth 19.3% $439.7 million
15 Cornerstone Financial Planning, LLC Portsmouth 19.2% $336.0 million
16 Tide Cycle Resources LLC Portsmouth 18.9% $1.6 billion
17 Aurelius Family Office, LLC Bedford 18.6% $265.9 million
18 The Wealth Conservatory Lebanon 17.9% $117.4 million
19 Michael D. Taxman Investment Management Hanover 17.9% $116.6 million
20 Arcadia Wealth Management, LLC Manchester 17.2% $380.2 million
21 Blueline Advisors Exeter 17.1% $211.1 million
22 Hager Investment Management Services, LLC New London 17.0% $189.4 million
23 Glenwood Investment Group, LLC Manchester 16.9% $170.6 million
24 Summit Wealth Group LLC Exeter 16.1% $656.3 million
25 Affinity Investment Group, LLC Exeter 15.5% $515.3 million
26 The Harbor Group, Inc. Bedford 15.1% $1.7 billion
27 Cohen Investment Advisors, LLC Bedford 14.9% $225.6 million
28 Brendel Financial Advisors LLC Hanover 14.9% $226.5 million
29 Three Bearings Fiduciary Advisors, Inc. Hampton 14.0% $307.6 million
30 Craig Duvarney, CFP Bartlett 14.0% $325.4 million
31 Grove Street Fiduciary, LLC Peterborough 13.9% $362.7 million
32 Measured Wealth Private Client Group, LLC Rye 13.9% $464.0 million
33 Valpey Financial Services LLC Concord 13.5% $199.1 million
34 Peak Wealth Management LLC Nashua 13.3% $137.7 million
35 Unconventional Investor, LLC Portsmouth 13.1% $267.4 million
36 Hepworth Equity Partners, LLC Wolfeboro 13.0% $120.0 million
37 Robert A. Zock & Co.,inc. Sutton 12.6% $155.4 million
38 Mascoma Wealth Management Hanover 12.5% $504.7 million
39 Robbins Farley LLC Bedford 12.3% $225.1 million
40 Safir Wealth Advisors, LLC Greenland 12.3% $176.5 million
41 Apex Wealth Management, LLC Bedford 12.3% $170.2 million
42 Four Tree Island Advisory LLC Portsmouth 11.7% $163.1 million
43 JMH Wealth Management, LLC Hanover 9.2% $113.7 million
44 Granite State Retirement Planning, Inc. Bedford 8.4% $132.0 million
45 Harbor Advisory Corporation Portsmouth 8.3% $443.9 million
46 Bartley Financial Advisors, LLC Bedford 8.3% $140.0 million
47 Financial Management Associates, LLC Windham 7.2% $126.6 million
48 Ledgewood Wealth Advisors, LLC Exeter 7.2% $202.3 million
49 Independence Financial Advisors, LLC Franklin 7.1% $432.9 million
50 Curbstone Financial Management Corp. Manchester 6.8% $385.4 million
51 Catalyst Investment Management LLC Windham 6.4% $122.0 million
52 Carlson Investments Concord 5.9% $694.6 million
53 Bluestone Wealth Management LLC Keene 5.8% $258.0 million
54 CMH Wealth Management, LLC Portsmouth 5.1% $774.0 million
55 Northstar Financial Planning, LLC Windham 5.1% $262.5 million
56 Loudon Investment Management, LLC West Lebanon 4.6% $221.6 million
57 Brophy Wealth Management, LLC Bedford 3.9% $512.6 million
58 Eldridge Investment Advisors Inc Manchester 3.0% $790.9 million
59 Whitegate Investment Counselors, Inc. Concord 0.0% $545.6 million
60 David Wendell Associates, Inc. Portsmouth -1.1% $1.3 billion
61 Hampshire Family Office Gilford -2.1% $883.9 million
62 The Eideard Group, LLC Bedford -12.6% $180.9 million

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

More rankings

Fastest growing 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.