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Ranking, New Hampshire

Independent RIAs with the most accounts in New Hampshire

As of October 2, 2026, Arca Wealth, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of independent RIAs with the most accounts, with 4,909.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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.

Independent RIAs with the most accounts in New Hampshire
Rank Firm City Most accounts
1 Arca Wealth, LLC Portsmouth 4,909
2 The Harbor Group, Inc. Bedford 3,734
3 Independence Financial Advisors, LLC Franklin 3,065
4 Essential Planning, LLC Portsmouth 2,207
5 Nvest Financial, LLC Portsmouth 2,066
6 Arcadia Wealth Management, LLC Manchester 2,014
7 Clark Asset Management, LLC Stratham 1,686
8 Affinity Investment Group, LLC Exeter 1,624
9 Northeast Planning Associates, Inc. Bedford 1,509
10 Summit Wealth Group LLC Exeter 1,445
11 Measured Wealth Private Client Group, LLC Rye 1,399
12 Milestone Financial Planning, LLC Bedford 1,223
13 The Foundry Financial Group, Inc. Laconia 1,206
14 Brophy Wealth Management, LLC Bedford 1,205
15 Mascoma Wealth Management Hanover 1,185
16 Grove Street Fiduciary, LLC Peterborough 1,066
17 Cornerstone Financial Planning, LLC Portsmouth 1,025
18 Eldridge Investment Advisors Inc Manchester 997
19 Cohen Investment Advisors, LLC Bedford 919
20 Carlson Investments Concord 893
21 Sweeney Financial Advisors Bedford 806
22 Robbins Farley LLC Bedford 743
23 Brendel Financial Advisors LLC Hanover 712
24 CMH Wealth Management, LLC Portsmouth 704
25 Craig Duvarney, CFP Bartlett 681
26 Mardin Capital Group Rye 660
27 Curbstone Financial Management Corp. Manchester 653
28 Birch Financial Group Keene 652
29 Bcas Bedford 631
30 Valpey Financial Services LLC Concord 616
31 Davis Wealth Advisors Salem 557
32 Three Bearings Fiduciary Advisors, Inc. Hampton 547
33 Fairscale Capital, LLC Nashua 534
34 Blueline Advisors Exeter 510
35 Bartley Financial Advisors, LLC Bedford 497
36 Northstar Financial Planning, LLC Windham 486
37 Capital Design Private Wealth LLC Portsmouth 480
38 Whitegate Investment Counselors, Inc. Concord 477
39 David Wendell Associates, Inc. Portsmouth 465
39 Peak Wealth Management LLC Nashua 465
41 Granite State Retirement Planning, Inc. Bedford 454
42 Straight Forward Wealth Management, LLC Rochester 426
43 Hepworth Equity Partners, LLC Wolfeboro 421
44 Orbis Wealth Management Peterborough 416
45 Gassman Financial LLC Salem 408
46 Harbor Advisory Corporation Portsmouth 395
47 Glenwood Investment Group, LLC Manchester 372
48 603 Financial Advisors, LLC Newfields 364
49 The Wealth Conservatory Lebanon 359
49 Unconventional Investor, LLC Portsmouth 359
51 Amherst Financial Group, LLC Amherst 351
52 Oak Grove Capital, LLC Holderness 346
53 Financial Management Associates, LLC Windham 344
54 Bay Point Financial, LLC Bedford 325
55 Lumbard & Kellner, LLC Hollis 321
56 McGuigan Financial, LLC Wolfeboro 300
57 Golden Financial Services Portsmouth 277
58 American Wealth Protection Financial, LLC Manchester 274
59 Apex Wealth Management, LLC Bedford 271
60 Odiorne Point Asset Management, LLC Portsmouth 265
61 Ledgewood Wealth Advisors, LLC Exeter 256
62 Middle Street Capital, LLC Newfields 248
63 World Market Advisors Hanover 218
64 Catalyst Investment Management LLC Windham 214
65 Saltbox Financial LLC Portsmouth 212
66 White Pine Investments Wolfeboro 203
66 JMH Wealth Management, LLC Hanover 203
68 Drew Wealth Management Portsmouth 190
69 Bonacorsi Wealth Management Amherst 187
70 Safir Wealth Advisors, LLC Greenland 186
71 Granite Value Capital, LLC Hanover 183
72 Hager Investment Management Services, LLC New London 178
72 Lakeside Financial Planning, LLC Windham 178
74 Loudon Investment Management, LLC West Lebanon 170
75 The Eideard Group, LLC Bedford 167
75 Aurelius Family Office, LLC Bedford 167
77 Integrated Wealth Management, LLC Portsmouth 166
78 Dorothy J. Cole Merrimack 165
79 KBR Financial Solutions Londonderry 161
79 Modern Financial Wellness Portsmouth 161
81 Seaport Financial Planning, LLC Rye 155
82 Brownstone Financial Group LLC Londonderry 153
83 Curtin Financial Management, Inc. Tuftonboro 137
84 Four Tree Island Advisory LLC Portsmouth 136
85 Iacangelo Financial Group, LLC Portsmouth 130
86 Saco River Financial Planning Bartlett 122
87 Mile High Investments, LLC Portsmouth 121
88 KCS Advisors, LLC Concord 119
89 Bluestone Wealth Management LLC Keene 118
90 JTD Financial Services, LLC Bedford 117
91 Patriot Advisory Group Portsmouth 116
92 Alignment Financial Group Exeter 110
93 Robert A. Zock & Co.,inc. Sutton 100
94 Manent Capital Orford 97
95 Capitol Wealth Management Concord 90
96 Sooner Private Financial LLC Salem 82
97 Legacy Financial Solutions, Inc. Manchester 77
97 F3 Capital Portsmouth 77
99 Michael D. Taxman Investment Management Hanover 76
100 Ipic, Inc. Keene 75

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

More rankings

Most accounts 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.