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AdvisorIQ

Ranking, New Hampshire

Fastest-growing wealth firms over one year, including broker-dealer firms in New Hampshire

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

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

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.

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 Steele Street Capital LLC Broker-dealer affiliated Portsmouth 38.1% $101.7 million
5 The Foundry Financial Group, Inc. Laconia 36.7% $207.9 million
6 Nvest Financial, LLC Portsmouth 31.5% $523.4 million
7 Fairscale Capital, LLC Nashua 30.6% $159.1 million
8 Northeast Planning Associates, Inc. Bedford 26.3% $327.7 million
9 Sweeney Financial Advisors Bedford 24.7% $323.2 million
10 Lumbard & Kellner, LLC Hollis 24.2% $357.2 million
11 Davis Wealth Advisors Salem 24.2% $158.8 million
12 Milestone Financial Planning, LLC Bedford 21.3% $486.7 million
13 Bcas Bedford 20.0% $388.1 million
14 Birch Financial Group Keene 19.6% $221.3 million
15 Essential Planning, LLC Portsmouth 19.3% $439.7 million
16 Cornerstone Financial Planning, LLC Portsmouth 19.2% $336.0 million
17 Tide Cycle Resources LLC Portsmouth 18.9% $1.6 billion
18 Aurelius Family Office, LLC Bedford 18.6% $265.9 million
19 The Wealth Conservatory Lebanon 17.9% $117.4 million
20 Michael D. Taxman Investment Management Hanover 17.9% $116.6 million
21 Arcadia Wealth Management, LLC Manchester 17.2% $380.2 million
22 Blueline Advisors Exeter 17.1% $211.1 million
23 Hager Investment Management Services, LLC New London 17.0% $189.4 million
24 Glenwood Investment Group, LLC Manchester 16.9% $170.6 million
25 Summit Wealth Group LLC Exeter 16.1% $656.3 million
26 Affinity Investment Group, LLC Exeter 15.5% $515.3 million
27 The Harbor Group, Inc. Bedford 15.1% $1.7 billion
28 Cohen Investment Advisors, LLC Bedford 14.9% $225.6 million
29 Brendel Financial Advisors LLC Hanover 14.9% $226.5 million
30 Three Bearings Fiduciary Advisors, Inc. Hampton 14.0% $307.6 million
31 Craig Duvarney, CFP Bartlett 14.0% $325.4 million
32 Grove Street Fiduciary, LLC Peterborough 13.9% $362.7 million
33 Measured Wealth Private Client Group, LLC Rye 13.9% $464.0 million
34 Valpey Financial Services LLC Concord 13.5% $199.1 million
35 Peak Wealth Management LLC Nashua 13.3% $137.7 million
36 Unconventional Investor, LLC Portsmouth 13.1% $267.4 million
37 Hepworth Equity Partners, LLC Wolfeboro 13.0% $120.0 million
38 Robert A. Zock & Co.,inc. Sutton 12.6% $155.4 million
39 Mascoma Wealth Management Hanover 12.5% $504.7 million
40 Robbins Farley LLC Bedford 12.3% $225.1 million
41 Safir Wealth Advisors, LLC Greenland 12.3% $176.5 million
42 Apex Wealth Management, LLC Bedford 12.3% $170.2 million
43 Four Tree Island Advisory LLC Portsmouth 11.7% $163.1 million
44 Secure Planning Broker-dealer affiliated Portsmouth 10.4% $169.3 million
45 JMH Wealth Management, LLC Hanover 9.2% $113.7 million
46 Granite State Retirement Planning, Inc. Bedford 8.4% $132.0 million
47 Harbor Advisory Corporation Portsmouth 8.3% $443.9 million
48 Bartley Financial Advisors, LLC Bedford 8.3% $140.0 million
49 Financial Management Associates, LLC Windham 7.2% $126.6 million
50 Ledgewood Wealth Advisors, LLC Exeter 7.2% $202.3 million
51 Independence Financial Advisors, LLC Franklin 7.1% $432.9 million
52 Curbstone Financial Management Corp. Manchester 6.8% $385.4 million
53 Catalyst Investment Management LLC Windham 6.4% $122.0 million
54 Carlson Investments Concord 5.9% $694.6 million
55 Bluestone Wealth Management LLC Keene 5.8% $258.0 million
56 CMH Wealth Management, LLC Portsmouth 5.1% $774.0 million
57 Northstar Financial Planning, LLC Windham 5.1% $262.5 million
58 Loudon Investment Management, LLC West Lebanon 4.6% $221.6 million
59 Brophy Wealth Management, LLC Bedford 3.9% $512.6 million
60 Eldridge Investment Advisors Inc Manchester 3.0% $790.9 million
61 Whitegate Investment Counselors, Inc. Concord 0.0% $545.6 million
62 David Wendell Associates, Inc. Portsmouth -1.1% $1.3 billion
63 Hampshire Family Office Gilford -2.1% $883.9 million
64 The Eideard Group, LLC Bedford -12.6% $180.9 million

64 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.