# Largest independent RIAs by assets under management in New Hampshire

As of October 2, 2026, The Harbor Group, Inc. ranked #1 in New Hampshire in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $2.0 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/new-hampshire/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: New Hampshire
- firms_listed: 100
- rows: rank: 1, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, state: NH, value: 1996338188, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105637/; rank: 2, crd: 330698, firm: Tide Cycle Resources LLC, city: Portsmouth, state: NH, value: 1851491175, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330698/; rank: 3, crd: 106664, firm: David Wendell Associates, Inc., city: Portsmouth, state: NH, value: 1330258000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106664/; rank: 4, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, state: NH, value: 1324519058, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284480/; rank: 5, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, state: NH, value: 1269642461, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174765/; rank: 6, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, state: NH, value: 871011954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165465/; rank: 7, crd: 323432, firm: Hampshire Family Office, city: Gilford, state: NH, value: 865575192, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323432/; rank: 8, crd: 106380, firm: Eldridge Investment Advisors Inc, city: Manchester, state: NH, value: 814336574, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106380/; rank: 9, crd: 150138, firm: CMH Wealth Management, LLC, city: Portsmouth, state: NH, value: 813362197, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150138/; rank: 10, crd: 282205, firm: Summit Wealth Group LLC, city: Exeter, state: NH, value: 761904517, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282205/; rank: 11, crd: 105729, firm: Carlson Investments, city: Concord, state: NH, value: 735526470, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105729/; rank: 12, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, state: NH, value: 688288833, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128868/; rank: 13, crd: 117191, firm: Affinity Investment Group, LLC, city: Exeter, state: NH, value: 595103964, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117191/; rank: 14, crd: 283439, firm: Milestone Financial Planning, LLC, city: Bedford, state: NH, value: 590290410, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283439/; rank: 15, crd: 174907, firm: Mascoma Wealth Management, city: Hanover, state: NH, value: 567753044, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174907/; rank: 16, crd: 107732, firm: Whitegate Investment Counselors, Inc., city: Concord, state: NH, value: 545385675, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107732/; rank: 17, crd: 169894, firm: Brophy Wealth Management, LLC, city: Bedford, state: NH, value: 532526394, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169894/; rank: 18, crd: 170442, firm: Measured Wealth Private Client Group, LLC, city: Rye, state: NH, value: 528341951, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170442/; rank: 19, crd: 106651, firm: Essential Planning, LLC, city: Portsmouth, state: NH, value: 524444621, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106651/; rank: 20, crd: 105151, firm: Harbor Advisory Corporation, city: Portsmouth, state: NH, value: 480921774, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105151/; rank: 21, crd: 105666, firm: Bcas, city: Bedford, state: NH, value: 465731924, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105666/; rank: 22, crd: 156305, firm: Independence Financial Advisors, LLC, city: Franklin, state: NH, value: 463792334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156305/; rank: 23, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, state: NH, value: 445515434, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284925/; rank: 24, crd: 117196, firm: Lumbard & Kellner, LLC, city: Hollis, state: NH, value: 443616831, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117196/; rank: 25, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, state: NH, value: 413996638, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131406/; rank: 26, crd: 107703, firm: Grove Street Fiduciary, LLC, city: Peterborough, state: NH, value: 413186641, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107703/; rank: 27, crd: 13348, firm: Curbstone Financial Management Corp., city: Manchester, state: NH, value: 411740153, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/13348/; rank: 28, crd: 116564, firm: Sweeney Financial Advisors, city: Bedford, state: NH, value: 403185072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116564/; rank: 29, crd: 129656, firm: Cornerstone Financial Planning, LLC, city: Portsmouth, state: NH, value: 400691257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129656/; rank: 30, crd: 126911, firm: Craig Duvarney, CFP, city: Bartlett, state: NH, value: 370977170, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126911/; rank: 31, crd: 283926, firm: Three Bearings Fiduciary Advisors, Inc., city: Hampton, state: NH, value: 350733305, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283926/; rank: 32, crd: 323016, firm: Aurelius Family Office, LLC, city: Bedford, state: NH, value: 315255207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323016/; rank: 33, crd: 342252, firm: Mardin Capital Group, city: Rye, state: NH, value: 306153730, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342252/; rank: 34, crd: 317333, firm: Unconventional Investor, LLC, city: Portsmouth, state: NH, value: 302536599, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317333/; rank: 35, crd: 116823, firm: The Foundry Financial Group, Inc., city: Laconia, state: NH, value: 284214253, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116823/; rank: 36, crd: 117205, firm: Northstar Financial Planning, LLC, city: Windham, state: NH, value: 275767000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117205/; rank: 37, crd: 137959, firm: Bluestone Wealth Management LLC, city: Keene, state: NH, value: 272940969, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137959/; rank: 38, crd: 332057, firm: Birch Financial Group, city: Keene, state: NH, value: 264688531, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332057/; rank: 39, crd: 288927, firm: Brendel Financial Advisors LLC, city: Hanover, state: NH, value: 260157732, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288927/; rank: 40, crd: 168595, firm: Cohen Investment Advisors, LLC, city: Bedford, state: NH, value: 259282862, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168595/; rank: 41, crd: 286581, firm: Robbins Farley LLC, city: Bedford, state: NH, value: 252865278, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286581/; rank: 42, crd: 164642, firm: Blueline Advisors, city: Exeter, state: NH, value: 247237600, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164642/; rank: 43, crd: 113641, firm: Loudon Investment Management, LLC, city: West Lebanon, state: NH, value: 231818283, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113641/; rank: 44, crd: 154154, firm: Valpey Financial Services LLC, city: Concord, state: NH, value: 226009211, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154154/; rank: 45, crd: 117097, firm: Hager Investment Management Services, LLC, city: New London, state: NH, value: 221582799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117097/; rank: 46, crd: 109049, firm: Ledgewood Wealth Advisors, LLC, city: Exeter, state: NH, value: 216828143, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109049/; rank: 47, crd: 165535, firm: Fairscale Capital, LLC, city: Nashua, state: NH, value: 207808425, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165535/; rank: 48, crd: 132950, firm: Glenwood Investment Group, LLC, city: Manchester, state: NH, value: 199426399, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132950/; rank: 49, crd: 285848, firm: Safir Wealth Advisors, LLC, city: Greenland, state: NH, value: 198182483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285848/; rank: 50, crd: 287736, firm: Davis Wealth Advisors, city: Salem, state: NH, value: 197149289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287736/; rank: 51, crd: 317091, firm: Apex Wealth Management, LLC, city: Bedford, state: NH, value: 191060986, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317091/; rank: 52, crd: 158851, firm: Four Tree Island Advisory LLC, city: Portsmouth, state: NH, value: 182195722, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158851/; rank: 53, crd: 110480, firm: Robert A. Zock & Co.,inc., city: Sutton, state: NH, value: 175076230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110480/; rank: 54, crd: 139834, firm: The Eideard Group, LLC, city: Bedford, state: NH, value: 158143339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139834/; rank: 55, crd: 281036, firm: Peak Wealth Management LLC, city: Nashua, state: NH, value: 156125904, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281036/; rank: 56, crd: 124293, firm: Bartley Financial Advisors, LLC, city: Bedford, state: NH, value: 151581219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124293/; rank: 57, crd: 141899, firm: Granite State Retirement Planning, Inc., city: Bedford, state: NH, value: 143154979, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141899/; rank: 58, crd: 115932, firm: The Wealth Conservatory, city: Lebanon, state: NH, value: 138440661, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115932/; rank: 59, crd: 126670, firm: Michael D. Taxman Investment Management, city: Hanover, state: NH, value: 137461560, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126670/; rank: 60, crd: 327502, firm: Financial Management Associates, LLC, city: Windham, state: NH, value: 135796343, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327502/; rank: 61, crd: 145774, firm: Hepworth Equity Partners, LLC, city: Wolfeboro, state: NH, value: 135594276, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145774/; rank: 62, crd: 226513, firm: Middle Street Capital, LLC, city: Newfields, state: NH, value: 132117391, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226513/; rank: 63, crd: 298122, firm: Catalyst Investment Management LLC, city: Windham, state: NH, value: 129810000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298122/; rank: 64, crd: 139294, firm: JMH Wealth Management, LLC, city: Hanover, state: NH, value: 124093289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139294/; rank: 65, crd: 317204, firm: Gassman Financial LLC, city: Salem, state: NH, value: 112563268, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317204/; rank: 66, crd: 324422, firm: 603 Financial Advisors, LLC, city: Newfields, state: NH, value: 106891642, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324422/; rank: 67, crd: 153017, firm: Bay Point Financial, LLC, city: Bedford, state: NH, value: 104667779, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153017/; rank: 68, crd: 130882, firm: Saltbox Financial LLC, city: Portsmouth, state: NH, value: 104556134, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130882/; rank: 69, crd: 332366, firm: Drew Wealth Management, city: Portsmouth, state: NH, value: 102290337, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332366/; rank: 70, crd: 156545, firm: Mile High Investments, LLC, city: Portsmouth, state: NH, value: 102091442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156545/; rank: 71, crd: 150169, firm: Granite Value Capital, LLC, city: Hanover, state: NH, value: 98911833, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150169/; rank: 72, crd: 300472, firm: Capital Design Private Wealth LLC, city: Portsmouth, state: NH, value: 96033232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300472/; rank: 73, crd: 116607, firm: Dorothy J. Cole, city: Merrimack, state: NH, value: 92453082, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116607/; rank: 74, crd: 128005, firm: KCS Advisors, LLC, city: Concord, state: NH, value: 89506350, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128005/; rank: 75, crd: 332287, firm: Orbis Wealth Management, city: Peterborough, state: NH, value: 84075270, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332287/; rank: 76, crd: 306353, firm: Manent Capital, city: Orford, state: NH, value: 82408757, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306353/; rank: 77, crd: 299624, firm: McGuigan Financial, LLC, city: Wolfeboro, state: NH, value: 79008058, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299624/; rank: 78, crd: 306644, firm: Alignment Financial Group, city: Exeter, state: NH, value: 77600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306644/; rank: 79, crd: 125545, firm: Curtin Financial Management, Inc., city: Tuftonboro, state: NH, value: 73907852, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125545/; rank: 80, crd: 152568, firm: Bonacorsi Wealth Management, city: Amherst, state: NH, value: 73253850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152568/; rank: 81, crd: 306933, firm: World Market Advisors, city: Hanover, state: NH, value: 73239743, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306933/; rank: 82, crd: 152580, firm: Colligan Advisory, LLC, city: Concord, state: NH, value: 70183574, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152580/; rank: 83, crd: 317233, firm: American Wealth Protection Financial, LLC, city: Manchester, state: NH, value: 70182538, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317233/; rank: 84, crd: 324617, firm: Odiorne Point Asset Management, LLC, city: Portsmouth, state: NH, value: 65854000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324617/; rank: 85, crd: 160438, firm: Nashua Capital Management LLC, city: Nashua, state: NH, value: 64961412, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160438/; rank: 86, crd: 105925, firm: Northstar Capital Inc, city: Derry, state: NH, value: 64542484, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105925/; rank: 87, crd: 132256, firm: Golden Financial Services, city: Portsmouth, state: NH, value: 64101808, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132256/; rank: 88, crd: 170716, firm: Lakeside Financial Planning, LLC, city: Windham, state: NH, value: 63996797, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170716/; rank: 89, crd: 285838, firm: Integrated Wealth Management, LLC, city: Portsmouth, state: NH, value: 62630504, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285838/; rank: 90, crd: 149874, firm: Seaport Financial Planning, LLC, city: Rye, state: NH, value: 55095541, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149874/; rank: 91, crd: 117419, firm: Nutfield Financial, city: Auburn, state: NH, value: 54283790, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117419/; rank: 92, crd: 317964, firm: Amherst Financial Group, LLC, city: Amherst, state: NH, value: 53730259, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317964/; rank: 93, crd: 182514, firm: Round Table Investment Management, LLC, city: West Lebanon, state: NH, value: 53283158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/182514/; rank: 94, crd: 126079, firm: KBR Financial Solutions, city: Londonderry, state: NH, value: 52822949, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126079/; rank: 95, crd: 299278, firm: Nintai Investments LLC, city: Warren, state: NH, value: 52000000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299278/; rank: 96, crd: 144176, firm: Monadnock Capital Partners, LLC, city: Peterborough, state: NH, value: 50145158, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144176/; rank: 97, crd: 329055, firm: Straight Forward Wealth Management, LLC, city: Rochester, state: NH, value: 45500000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329055/; rank: 98, crd: 287875, firm: Capitol Wealth Management, city: Concord, state: NH, value: 42291829, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287875/; rank: 99, crd: 316735, firm: F3 Capital, city: Portsmouth, state: NH, value: 35581953, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316735/; rank: 100, crd: 334087, firm: Modern Financial Wellness, city: Portsmouth, state: NH, value: 32757999, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334087/

## 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.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for New Hampshire](https://advisoriq.com/ria/states/new-hampshire/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/new-hampshire/

License: https://advisoriq.com/license/