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RIA directory Rankings Most accounts New Hampshire
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.
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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 .