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AdvisorIQ

Ranking, New Hampshire

Largest wealth firms by assets under management, including broker-dealer firms in New Hampshire

As of October 2, 2026, The Harbor Group, Inc. ranked #1 in New Hampshire in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $2.0 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 The Harbor Group, Inc. Bedford $2.0 billion
2 Tide Cycle Resources LLC Portsmouth $1.9 billion
3 David Wendell Associates, Inc. Portsmouth $1.3 billion
4 Clark Asset Management, LLC Stratham $1.3 billion
5 Arca Wealth, LLC Portsmouth $1.3 billion
6 Oak Grove Capital, LLC Holderness $871.0 million
7 Hampshire Family Office Gilford $865.6 million
8 Eldridge Investment Advisors Inc Manchester $814.3 million
9 CMH Wealth Management, LLC Portsmouth $813.4 million
10 Summit Wealth Group LLC Exeter $761.9 million
11 Carlson Investments Concord $735.5 million
12 Nvest Financial, LLC Portsmouth $688.3 million
13 Affinity Investment Group, LLC Exeter $595.1 million
14 Milestone Financial Planning, LLC Bedford $590.3 million
15 Mascoma Wealth Management Hanover $567.8 million
16 Whitegate Investment Counselors, Inc. Concord $545.4 million
17 Brophy Wealth Management, LLC Bedford $532.5 million
18 Measured Wealth Private Client Group, LLC Rye $528.3 million
19 Essential Planning, LLC Portsmouth $524.4 million
20 Harbor Advisory Corporation Portsmouth $480.9 million
21 Bcas Bedford $465.7 million
22 Independence Financial Advisors, LLC Franklin $463.8 million
23 Arcadia Wealth Management, LLC Manchester $445.5 million
24 Lumbard & Kellner, LLC Hollis $443.6 million
25 Northeast Planning Associates, Inc. Bedford $414.0 million
26 Grove Street Fiduciary, LLC Peterborough $413.2 million
27 Curbstone Financial Management Corp. Manchester $411.7 million
28 Sweeney Financial Advisors Bedford $403.2 million
29 Cornerstone Financial Planning, LLC Portsmouth $400.7 million
30 Craig Duvarney, CFP Bartlett $371.0 million
31 Three Bearings Fiduciary Advisors, Inc. Hampton $350.7 million
32 Aurelius Family Office, LLC Bedford $315.3 million
33 Mardin Capital Group Rye $306.2 million
34 Unconventional Investor, LLC Portsmouth $302.5 million
35 The Foundry Financial Group, Inc. Laconia $284.2 million
36 Northstar Financial Planning, LLC Windham $275.8 million
37 Bluestone Wealth Management LLC Keene $272.9 million
38 Birch Financial Group Keene $264.7 million
39 Brendel Financial Advisors LLC Hanover $260.2 million
40 Cohen Investment Advisors, LLC Bedford $259.3 million
41 Robbins Farley LLC Bedford $252.9 million
42 Blueline Advisors Exeter $247.2 million
43 Loudon Investment Management, LLC West Lebanon $231.8 million
44 Valpey Financial Services LLC Concord $226.0 million
45 Hager Investment Management Services, LLC New London $221.6 million
46 Ledgewood Wealth Advisors, LLC Exeter $216.8 million
47 Fairscale Capital, LLC Nashua $207.8 million
48 Glenwood Investment Group, LLC Manchester $199.4 million
49 Safir Wealth Advisors, LLC Greenland $198.2 million
50 Davis Wealth Advisors Salem $197.1 million
51 Apex Wealth Management, LLC Bedford $191.1 million
52 Secure Planning Broker-dealer affiliated Portsmouth $187.0 million
53 Four Tree Island Advisory LLC Portsmouth $182.2 million
54 Robert A. Zock & Co.,inc. Sutton $175.1 million
55 The Eideard Group, LLC Bedford $158.1 million
56 Peak Wealth Management LLC Nashua $156.1 million
57 Bartley Financial Advisors, LLC Bedford $151.6 million
58 Granite State Retirement Planning, Inc. Bedford $143.2 million
59 Steele Street Capital LLC Broker-dealer affiliated Portsmouth $140.5 million
60 The Wealth Conservatory Lebanon $138.4 million
61 Michael D. Taxman Investment Management Hanover $137.5 million
62 Financial Management Associates, LLC Windham $135.8 million
63 Hepworth Equity Partners, LLC Wolfeboro $135.6 million
64 Middle Street Capital, LLC Newfields $132.1 million
65 Catalyst Investment Management LLC Windham $129.8 million
66 JMH Wealth Management, LLC Hanover $124.1 million
67 Gassman Financial LLC Salem $112.6 million
68 603 Financial Advisors, LLC Newfields $106.9 million
69 Bay Point Financial, LLC Bedford $104.7 million
70 Saltbox Financial LLC Portsmouth $104.6 million
71 Drew Wealth Management Portsmouth $102.3 million
72 Mile High Investments, LLC Portsmouth $102.1 million
73 Granite Value Capital, LLC Hanover $98.9 million
74 Capital Design Private Wealth LLC Portsmouth $96.0 million
75 Dorothy J. Cole Merrimack $92.5 million
76 KCS Advisors, LLC Concord $89.5 million
77 Orbis Wealth Management Peterborough $84.1 million
78 Manent Capital Orford $82.4 million
79 McGuigan Financial, LLC Wolfeboro $79.0 million
80 On Track Financial LLC Broker-dealer affiliated Canterbury $78.0 million
81 Alignment Financial Group Exeter $77.6 million
82 Curtin Financial Management, Inc. Tuftonboro $73.9 million
83 Bonacorsi Wealth Management Amherst $73.3 million
84 World Market Advisors Hanover $73.2 million
85 Colligan Advisory, LLC Concord $70.2 million
86 American Wealth Protection Financial, LLC Manchester $70.2 million
87 Odiorne Point Asset Management, LLC Portsmouth $65.9 million
88 Nashua Capital Management LLC Nashua $65.0 million
89 Northstar Capital Inc Derry $64.5 million
90 Golden Financial Services Portsmouth $64.1 million
91 Lakeside Financial Planning, LLC Windham $64.0 million
92 Integrated Wealth Management, LLC Portsmouth $62.6 million
93 Seaport Financial Planning, LLC Rye $55.1 million
94 Nutfield Financial Auburn $54.3 million
95 Amherst Financial Group, LLC Amherst $53.7 million
96 Round Table Investment Management, LLC West Lebanon $53.3 million
97 KBR Financial Solutions Londonderry $52.8 million
98 Estate Planners of New England, LLC Broker-dealer affiliated Portsmouth $52.0 million
98 Nintai Investments LLC Warren $52.0 million
100 Monadnock Capital Partners, LLC Peterborough $50.1 million

Showing the top 100. Figures are as firms reported them on Form ADV.

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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.