Ranking, New Hampshire

Wealth firms with the most advisory staff, including broker-dealer firms in New Hampshire

As of October 2, 2026, Northeast Planning Associates, Inc. ranked #1 in New Hampshire in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 69.

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

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Wealth firms with the most advisory staff, including broker-dealer firms in New Hampshire
Rank	Firm	City	Most advisory staff
1	Northeast Planning Associates, Inc.	Bedford	69
2	Rise Private Wealth Management Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.	Bedford	50
3	Milestone Financial Planning, LLC	Bedford	12
4	Measured Wealth Private Client Group, LLC	Rye	11
4	Arca Wealth, LLC	Portsmouth	11
6	Arcadia Wealth Management, LLC	Manchester	10
7	The Harbor Group, Inc.	Bedford	9
7	Mascoma Wealth Management	Hanover	9
9	Carlson Investments	Concord	8
9	Eldridge Investment Advisors Inc	Manchester	8
9	Clark Asset Management, LLC	Stratham	8
12	CMH Wealth Management, LLC	Portsmouth	7
12	Independence Financial Advisors, LLC	Franklin	7
12	Summit Wealth Group LLC	Exeter	7
15	Curbstone Financial Management Corp.	Manchester	6
15	The Foundry Financial Group, Inc.	Laconia	6
15	Northstar Financial Planning, LLC	Windham	6
15	Cornerstone Financial Planning, LLC	Portsmouth	6
19	David Wendell Associates, Inc.	Portsmouth	5
19	Nvest Financial, LLC	Portsmouth	5
19	Davis Wealth Advisors	Salem	5
19	Hampshire Family Office	Gilford	5
23	Bcas	Bedford	4
23	Sweeney Financial Advisors	Bedford	4
23	Monadnock Capital Partners, LLC	Peterborough	4
23	Cohen Investment Advisors, LLC	Bedford	4
23	Brophy Wealth Management, LLC	Bedford	4
23	Robbins Farley LLC	Bedford	4
29	Secure Planning Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Portsmouth	3
29	Harbor Advisory Corporation	Portsmouth	3
29	Essential Planning, LLC	Portsmouth	3
29	Whitegate Investment Counselors, Inc.	Concord	3
29	Loudon Investment Management, LLC	West Lebanon	3
29	The Wealth Conservatory	Lebanon	3
29	Wadsworth & Daulaire Financial Planners	Hanover	3
29	Hager Investment Management Services, LLC	New London	3
29	Affinity Investment Group, LLC	Exeter	3
29	Lumbard & Kellner, LLC	Hollis	3
29	Castle Asset Management, LLC	North Hampton	3
29	Saltbox Financial LLC	Portsmouth	3
29	Blueline Advisors	Exeter	3
29	Fairscale Capital, LLC	Nashua	3
29	Eagle Point Investment Advisors, Inc.	Bedford	3
29	Advisory Resource Group, LLC	Newmarket	3
29	Peak Wealth Management LLC	Nashua	3
29	Capitol Wealth Management	Concord	3
29	Odiorne Point Asset Management, LLC	Portsmouth	3
29	Mardin Capital Group	Rye	3
49	Northstar Capital Inc	Derry	2
49	Grove Street Fiduciary, LLC	Peterborough	2
49	Ledgewood Wealth Advisors, LLC	Exeter	2
49	Legacy Financial Solutions, Inc.	Manchester	2
49	KCS Advisors, LLC	Concord	2
49	Glenwood Investment Group, LLC	Manchester	2
49	Estate Planners of New England, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Portsmouth	2
49	Axiom Advisors, LLC	Bedford	2
49	Bluestone Wealth Management LLC	Keene	2
49	JMH Wealth Management, LLC	Hanover	2
49	The Eideard Group, LLC	Bedford	2
49	Whole Wealth Management	Portsmouth	2
49	Hepworth Equity Partners, LLC	Wolfeboro	2
49	Hurst & Degraffenried Wealth Management, LLC	Milford	2
49	Atlantic Financial	Durham	2
49	Gelinas & Company, CPA, PLLC	Manchester	2
49	Oak Grove Capital, LLC	Holderness	2
49	Goldfinch Financial, Inc.	Manchester	2
49	Three Bearings Fiduciary Advisors, Inc.	Hampton	2
49	Safir Wealth Advisors, LLC	Greenland	2
49	Brendel Financial Advisors LLC	Hanover	2
49	Dattilio & Ash Capital Management, LLC	Lebanon	2
49	Catalyst Investment Management LLC	Windham	2
49	Trinexus Capital, LLC	Windham	2
49	Capital Design Private Wealth LLC	Portsmouth	2
49	Apex Wealth Management, LLC	Bedford	2
49	American Wealth Protection Financial, LLC	Manchester	2
49	Unconventional Investor, LLC	Portsmouth	2
49	Harmony Capital Advisors, LLC	Not reported	2
49	Straight Forward Wealth Management, LLC	Rochester	2
49	Tide Cycle Resources LLC	Portsmouth	2
49	Steele Street Capital LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Portsmouth	2
49	Birch Financial Group	Keene	2
49	Appletree Financial Services LLC	Londonderry	2
83	Robert A. Zock & Co.,inc.	Sutton	1
83	Applied Capital Management, LLC	Londonderry	1
83	Sintra Capital Corp	Wolfeboro	1
83	R.O.S. Asset Management	Walpole	1
83	Ipic, Inc.	Keene	1
83	Dorothy J. Cole	Merrimack	1
83	Engels Investment Advisors, LLC	Center Sandwich	1
83	Creative Financial Strategies, Inc.	Littleton	1
83	FVS Financial	Derry	1
83	Nutfield Financial	Auburn	1
83	Benchmark Capital Management Corporation	Portsmouth	1
83	Vandeventer & Company Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Windham	1
83	Legacy Advisors	Not reported	1
83	White Pine Investments	Wolfeboro	1
83	BG Financial Planning	Plaistow	1
83	On Track Financial LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Canterbury	1
83	Patriot Advisory Group	Portsmouth	1
83	Squam Lakes Financial Advisors, LLC	Holderness	1
83	Bartley Financial Advisors, LLC	Bedford	1
83	Curtin Financial Management, Inc.	Tuftonboro	1
83	KBR Financial Solutions	Londonderry	1
83	Michael D. Taxman Investment Management	Hanover	1
83	Greene & Company Financial Services LLC	Moultonborough	1
83	Craig Duvarney, CFP	Bartlett	1
83	Cygnet Investment Co., Inc.	Walpole	1
83	Altus Investment Group	Concord	1
83	Cobb Financial, LLC	Lee	1
83	Golden Financial Services	Portsmouth	1
83	Davisson Investment, LLC	Newington	1
83	Granite State Retirement Planning, Inc.	Bedford	1
83	JTD Financial Services, LLC	Bedford	1
83	Northport Harbor Financial Services, LLC	Litchfield	1
83	Rational Frontier Advisors, LLC	Nashua	1
83	Seaport Financial Planning, LLC	Rye	1
83	Granite Value Capital, LLC	Hanover	1
83	Bonacorsi Wealth Management	Amherst	1
83	Colligan Advisory, LLC	Concord	1
83	Bay Point Financial, LLC	Bedford	1
83	Stratton Capital Management, LLC	Bedford	1
83	Rockworth Investment Services LLC	Center Conway	1
83	Valpey Financial Services LLC	Concord	1
83	Breakwater Asset Management, LLC	Hampton	1
83	Triumph Wealth Management LLC	Laconia	1
83	Mile High Investments, LLC	Portsmouth	1
83	Olson Economics, LLC	Keene	1
83	Four Tree Island Advisory LLC	Portsmouth	1
83	The Oakes Financial Group	Troy	1
83	Family Investment Advisory, LLC	Merrimack	1
83	Nashua Capital Management LLC	Nashua	1
83	CJS Financial Advisers / CJSF Advisers	Nashua	1
83	Iacangelo Financial Group, LLC	Portsmouth	1
83	Solari Financial Planning, LLC	Goffstown	1
83	Petrilli Capital Management LLC	Portsmouth	1
83	Lakeside Financial Planning, LLC	Windham	1
83	Mead Capital Management, LLC	Derry	1
83	Saco River Financial Planning	Bartlett	1
83	Willow Planning Group, LLC	Holderness	1
83	SJ Boyle Wealth Planning, LLC	Hanover	1
83	Sentinel Financial	Freedom	1
83	Round Table Investment Management, LLC	West Lebanon	1
83	Middle Street Capital, LLC	Newfields	1
83	Rsi Advisors	Dover	1
83	Matthew J Cohen Consulting	Not reported	1
83	It Matters Financial, LLC	Nashua	1
83	Cambridge Financial Services Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs.	Pelham	1
83	Spurr Financial Investment Services, LLC	Alton Bay	1
83	Integrated Wealth Management, LLC	Portsmouth	1
83	Optimum Wealth LLC	Keene	1
83	KWM Financial LLC	Porstmouth	1
83	Washington Peak Investment Advisors LLC	Waterville Valley	1
83	Honorable Financial Services, LLC	Manchester	1
83	Aztec Financial Group, LLC	Dover	1
83	N.A.S. Capital LLC	Portsmouth	1
83	Mirica Wealth	Hanover	1
83	Nintai Investments LLC	Warren	1
83	McGuigan Financial, LLC	Wolfeboro	1
83	Oade Financial	Portsmouth	1
83	Squam Lakes Investment Management, LLC	Holderness	1
83	Sugar Hill Advisors, LLC	Enfield	1
83	New England Tactical Investments LLC	Kensington	1
83	Cayena Capital Management, LLC	Weare	1
83	Monadnock Retirement Solutions, LLC	Hancock	1
83	Manent Capital	Orford	1
83	Brownstone Financial Group LLC	Londonderry	1
83	Alignment Financial Group	Exeter	1
83	World Market Advisors	Hanover	1
83	KD Wealth Management LLC	Seabrook	1
83	Rampart Wealth Management	Not reported	1
83	Bas Capital Management LLC	Moultonboro	1
83	F3 Capital	Portsmouth	1
83	Gassman Financial LLC	Salem	1
83	Amherst Financial Group, LLC	Amherst	1
83	Clearview Financial Strategies LLC	Atkinson	1
83	Sheer Empowerment Financial, LLC	Thornton	1
83	Aurelius Family Office, LLC	Bedford	1
83	Reverie Wealth	Rochester	1
83	Truehand Inc	Strafford	1
83	603 Financial Advisors, LLC	Newfields	1
83	Financial Management Associates, LLC	Windham	1
83	Hanai Financial	Portsmouth	1
83	My Holistic Financial Plan	Not reported	1
83	Sunflower Financial Planning, LLC	Windham	1
83	Orbis Wealth Management	Peterborough	1
83	Drew Wealth Management	Portsmouth	1
83	Croft Financial Planning	Newbury	1
83	Chez Shea LLC	Dover	1
83	Modern Financial Wellness	Portsmouth	1
83	T.S. Financial Planning	Derry	1
83	Balanced Wealth Strategies LLC	Orford	1
83	Momentum Investment Research and Management, LLC	Wilton	1
83	BQ Asset Management	Barnstead	1
83	Callidus Capital	Atkinson	1
83	Fulla Financial Planning	Lyme	1
83	DW West Investments LLC	Groton	1
83	John Elliott Wealth Management LLC	New London	1
83	Creegan & Associates	Merrimack	1
83	Sooner Private Financial LLC	Salem	1
83	Divergence Wealth Management LLC	Portsmouth	1
83	Dragonfly Wealth Advisory	Concord	1

Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.

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

More rankings

Most advisory staff 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.