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AdvisorIQ

Ranking, New Hampshire

Wealth firms with the most accounts, 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 wealth firms with the most accounts, including broker-dealer firms, with 4,909.

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

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.

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 Secure Planning Broker-dealer affiliated Portsmouth 846
22 Sweeney Financial Advisors Bedford 806
23 Robbins Farley LLC Bedford 743
24 Brendel Financial Advisors LLC Hanover 712
25 CMH Wealth Management, LLC Portsmouth 704
26 Craig Duvarney, CFP Bartlett 681
27 Mardin Capital Group Rye 660
28 Curbstone Financial Management Corp. Manchester 653
29 Birch Financial Group Keene 652
30 Bcas Bedford 631
31 Valpey Financial Services LLC Concord 616
32 Davis Wealth Advisors Salem 557
33 Three Bearings Fiduciary Advisors, Inc. Hampton 547
34 Fairscale Capital, LLC Nashua 534
35 Blueline Advisors Exeter 510
36 Bartley Financial Advisors, LLC Bedford 497
37 Northstar Financial Planning, LLC Windham 486
38 Capital Design Private Wealth LLC Portsmouth 480
39 Whitegate Investment Counselors, Inc. Concord 477
40 David Wendell Associates, Inc. Portsmouth 465
40 Peak Wealth Management LLC Nashua 465
42 Granite State Retirement Planning, Inc. Bedford 454
43 Straight Forward Wealth Management, LLC Rochester 426
44 Hepworth Equity Partners, LLC Wolfeboro 421
45 Orbis Wealth Management Peterborough 416
46 Gassman Financial LLC Salem 408
47 Harbor Advisory Corporation Portsmouth 395
48 Glenwood Investment Group, LLC Manchester 372
49 603 Financial Advisors, LLC Newfields 364
50 The Wealth Conservatory Lebanon 359
50 Unconventional Investor, LLC Portsmouth 359
52 Amherst Financial Group, LLC Amherst 351
53 Oak Grove Capital, LLC Holderness 346
54 Financial Management Associates, LLC Windham 344
55 Bay Point Financial, LLC Bedford 325
56 Lumbard & Kellner, LLC Hollis 321
57 McGuigan Financial, LLC Wolfeboro 300
58 Golden Financial Services Portsmouth 277
59 Estate Planners of New England, LLC Broker-dealer affiliated Portsmouth 275
60 American Wealth Protection Financial, LLC Manchester 274
61 Apex Wealth Management, LLC Bedford 271
62 Odiorne Point Asset Management, LLC Portsmouth 265
63 Ledgewood Wealth Advisors, LLC Exeter 256
64 Steele Street Capital LLC Broker-dealer affiliated Portsmouth 251
65 Middle Street Capital, LLC Newfields 248
66 World Market Advisors Hanover 218
67 Catalyst Investment Management LLC Windham 214
68 Saltbox Financial LLC Portsmouth 212
69 White Pine Investments Wolfeboro 203
69 JMH Wealth Management, LLC Hanover 203
71 Drew Wealth Management Portsmouth 190
72 Bonacorsi Wealth Management Amherst 187
73 Safir Wealth Advisors, LLC Greenland 186
74 Granite Value Capital, LLC Hanover 183
75 Hager Investment Management Services, LLC New London 178
75 Lakeside Financial Planning, LLC Windham 178
77 Loudon Investment Management, LLC West Lebanon 170
78 The Eideard Group, LLC Bedford 167
78 Aurelius Family Office, LLC Bedford 167
80 Integrated Wealth Management, LLC Portsmouth 166
81 Dorothy J. Cole Merrimack 165
82 KBR Financial Solutions Londonderry 161
82 Modern Financial Wellness Portsmouth 161
84 Seaport Financial Planning, LLC Rye 155
85 Brownstone Financial Group LLC Londonderry 153
86 On Track Financial LLC Broker-dealer affiliated Canterbury 145
87 Curtin Financial Management, Inc. Tuftonboro 137
88 Four Tree Island Advisory LLC Portsmouth 136
89 Iacangelo Financial Group, LLC Portsmouth 130
90 Saco River Financial Planning Bartlett 122
91 Mile High Investments, LLC Portsmouth 121
92 KCS Advisors, LLC Concord 119
93 Bluestone Wealth Management LLC Keene 118
94 JTD Financial Services, LLC Bedford 117
95 Patriot Advisory Group Portsmouth 116
96 Alignment Financial Group Exeter 110
97 Robert A. Zock & Co.,inc. Sutton 100
98 Manent Capital Orford 97
99 Capitol Wealth Management Concord 90
100 Sooner Private Financial LLC Salem 82

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.