# Independent RIAs with the most advisory staff in New Hampshire

As of October 2, 2026, Northeast Planning Associates, Inc. ranked #1 in New Hampshire in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 69.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: New Hampshire
- firms_listed: 195
- rows: rank: 1, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, state: NH, value: 69, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131406/; rank: 2, crd: 343846, firm: Rise Private Wealth Management, city: Bedford, state: NH, value: 50, base_value: not stated, succeeded_to_another_advisers_business: true, url: https://advisoriq.com/ria/firms/343846/; rank: 3, crd: 283439, firm: Milestone Financial Planning, LLC, city: Bedford, state: NH, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283439/; rank: 4, crd: 170442, firm: Measured Wealth Private Client Group, LLC, city: Rye, state: NH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170442/; rank: 4, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, state: NH, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174765/; rank: 6, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, state: NH, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284925/; rank: 7, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, state: NH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105637/; rank: 7, crd: 174907, firm: Mascoma Wealth Management, city: Hanover, state: NH, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174907/; rank: 9, crd: 105729, firm: Carlson Investments, city: Concord, state: NH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105729/; rank: 9, crd: 106380, firm: Eldridge Investment Advisors Inc, city: Manchester, state: NH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106380/; rank: 9, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, state: NH, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284480/; rank: 12, crd: 150138, firm: CMH Wealth Management, LLC, city: Portsmouth, state: NH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150138/; rank: 12, crd: 156305, firm: Independence Financial Advisors, LLC, city: Franklin, state: NH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156305/; rank: 12, crd: 282205, firm: Summit Wealth Group LLC, city: Exeter, state: NH, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282205/; rank: 15, crd: 13348, firm: Curbstone Financial Management Corp., city: Manchester, state: NH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/13348/; rank: 15, crd: 116823, firm: The Foundry Financial Group, Inc., city: Laconia, state: NH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116823/; rank: 15, crd: 117205, firm: Northstar Financial Planning, LLC, city: Windham, state: NH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117205/; rank: 15, crd: 129656, firm: Cornerstone Financial Planning, LLC, city: Portsmouth, state: NH, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129656/; rank: 19, crd: 106664, firm: David Wendell Associates, Inc., city: Portsmouth, state: NH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106664/; rank: 19, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, state: NH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128868/; rank: 19, crd: 287736, firm: Davis Wealth Advisors, city: Salem, state: NH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287736/; rank: 19, crd: 323432, firm: Hampshire Family Office, city: Gilford, state: NH, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323432/; rank: 23, crd: 105666, firm: Bcas, city: Bedford, state: NH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105666/; rank: 23, crd: 116564, firm: Sweeney Financial Advisors, city: Bedford, state: NH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116564/; rank: 23, crd: 144176, firm: Monadnock Capital Partners, LLC, city: Peterborough, state: NH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144176/; rank: 23, crd: 168595, firm: Cohen Investment Advisors, LLC, city: Bedford, state: NH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168595/; rank: 23, crd: 169894, firm: Brophy Wealth Management, LLC, city: Bedford, state: NH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169894/; rank: 23, crd: 286581, firm: Robbins Farley LLC, city: Bedford, state: NH, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286581/; rank: 29, crd: 105151, firm: Harbor Advisory Corporation, city: Portsmouth, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105151/; rank: 29, crd: 106651, firm: Essential Planning, LLC, city: Portsmouth, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106651/; rank: 29, crd: 107732, firm: Whitegate Investment Counselors, Inc., city: Concord, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107732/; rank: 29, crd: 113641, firm: Loudon Investment Management, LLC, city: West Lebanon, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113641/; rank: 29, crd: 115932, firm: The Wealth Conservatory, city: Lebanon, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115932/; rank: 29, crd: 116464, firm: Wadsworth & Daulaire Financial Planners, city: Hanover, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116464/; rank: 29, crd: 117097, firm: Hager Investment Management Services, LLC, city: New London, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117097/; rank: 29, crd: 117191, firm: Affinity Investment Group, LLC, city: Exeter, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117191/; rank: 29, crd: 117196, firm: Lumbard & Kellner, LLC, city: Hollis, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117196/; rank: 29, crd: 117521, firm: Castle Asset Management, LLC, city: North Hampton, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117521/; rank: 29, crd: 130882, firm: Saltbox Financial LLC, city: Portsmouth, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130882/; rank: 29, crd: 164642, firm: Blueline Advisors, city: Exeter, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164642/; rank: 29, crd: 165535, firm: Fairscale Capital, LLC, city: Nashua, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165535/; rank: 29, crd: 165539, firm: Eagle Point Investment Advisors, Inc., city: Bedford, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165539/; rank: 29, crd: 191512, firm: Advisory Resource Group, LLC, city: Newmarket, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/191512/; rank: 29, crd: 281036, firm: Peak Wealth Management LLC, city: Nashua, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281036/; rank: 29, crd: 287875, firm: Capitol Wealth Management, city: Concord, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287875/; rank: 29, crd: 324617, firm: Odiorne Point Asset Management, LLC, city: Portsmouth, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324617/; rank: 29, crd: 342252, firm: Mardin Capital Group, city: Rye, state: NH, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342252/; rank: 48, crd: 105925, firm: Northstar Capital Inc, city: Derry, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105925/; rank: 48, crd: 107703, firm: Grove Street Fiduciary, LLC, city: Peterborough, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107703/; rank: 48, crd: 109049, firm: Ledgewood Wealth Advisors, LLC, city: Exeter, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109049/; rank: 48, crd: 114932, firm: Legacy Financial Solutions, Inc., city: Manchester, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114932/; rank: 48, crd: 128005, firm: KCS Advisors, LLC, city: Concord, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128005/; rank: 48, crd: 132950, firm: Glenwood Investment Group, LLC, city: Manchester, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132950/; rank: 48, crd: 136305, firm: Axiom Advisors, LLC, city: Bedford, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136305/; rank: 48, crd: 137959, firm: Bluestone Wealth Management LLC, city: Keene, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137959/; rank: 48, crd: 139294, firm: JMH Wealth Management, LLC, city: Hanover, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139294/; rank: 48, crd: 139834, firm: The Eideard Group, LLC, city: Bedford, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139834/; rank: 48, crd: 145072, firm: Whole Wealth Management, city: Portsmouth, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145072/; rank: 48, crd: 145774, firm: Hepworth Equity Partners, LLC, city: Wolfeboro, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145774/; rank: 48, crd: 152563, firm: Hurst & Degraffenried Wealth Management, LLC, city: Milford, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152563/; rank: 48, crd: 159167, firm: Atlantic Financial, city: Durham, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159167/; rank: 48, crd: 159191, firm: Gelinas & Company, CPA, PLLC, city: Manchester, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159191/; rank: 48, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165465/; rank: 48, crd: 172632, firm: Goldfinch Financial, Inc., city: Manchester, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172632/; rank: 48, crd: 283926, firm: Three Bearings Fiduciary Advisors, Inc., city: Hampton, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283926/; rank: 48, crd: 285848, firm: Safir Wealth Advisors, LLC, city: Greenland, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285848/; rank: 48, crd: 288927, firm: Brendel Financial Advisors LLC, city: Hanover, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288927/; rank: 48, crd: 289117, firm: Dattilio & Ash Capital Management, LLC, city: Lebanon, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289117/; rank: 48, crd: 298122, firm: Catalyst Investment Management LLC, city: Windham, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298122/; rank: 48, crd: 298365, firm: Trinexus Capital, LLC, city: Windham, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298365/; rank: 48, crd: 300472, firm: Capital Design Private Wealth LLC, city: Portsmouth, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300472/; rank: 48, crd: 317091, firm: Apex Wealth Management, LLC, city: Bedford, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317091/; rank: 48, crd: 317233, firm: American Wealth Protection Financial, LLC, city: Manchester, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317233/; rank: 48, crd: 317333, firm: Unconventional Investor, LLC, city: Portsmouth, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317333/; rank: 48, crd: 325141, firm: Harmony Capital Advisors, LLC, city: not stated, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325141/; rank: 48, crd: 329055, firm: Straight Forward Wealth Management, LLC, city: Rochester, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329055/; rank: 48, crd: 330698, firm: Tide Cycle Resources LLC, city: Portsmouth, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330698/; rank: 48, crd: 332057, firm: Birch Financial Group, city: Keene, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332057/; rank: 48, crd: 340960, firm: Appletree Financial Services LLC, city: Londonderry, state: NH, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340960/; rank: 80, crd: 110480, firm: Robert A. Zock & Co.,inc., city: Sutton, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110480/; rank: 80, crd: 111009, firm: Applied Capital Management, LLC, city: Londonderry, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111009/; rank: 80, crd: 113059, firm: Sintra Capital Corp, city: Wolfeboro, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113059/; rank: 80, crd: 116211, firm: R.O.S. Asset Management, city: Walpole, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116211/; rank: 80, crd: 116426, firm: Ipic, Inc., city: Keene, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116426/; rank: 80, crd: 116607, firm: Dorothy J. Cole, city: Merrimack, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116607/; rank: 80, crd: 116721, firm: Engels Investment Advisors, LLC, city: Center Sandwich, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116721/; rank: 80, crd: 116962, firm: Creative Financial Strategies, Inc., city: Littleton, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116962/; rank: 80, crd: 117340, firm: FVS Financial, city: Derry, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117340/; rank: 80, crd: 117419, firm: Nutfield Financial, city: Auburn, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117419/; rank: 80, crd: 117460, firm: Benchmark Capital Management Corporation, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117460/; rank: 80, crd: 117747, firm: Legacy Advisors, city: not stated, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117747/; rank: 80, crd: 117992, firm: White Pine Investments, city: Wolfeboro, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117992/; rank: 80, crd: 119234, firm: BG Financial Planning, city: Plaistow, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119234/; rank: 80, crd: 120649, firm: Patriot Advisory Group, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120649/; rank: 80, crd: 121325, firm: Squam Lakes Financial Advisors, LLC, city: Holderness, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121325/; rank: 80, crd: 124293, firm: Bartley Financial Advisors, LLC, city: Bedford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124293/; rank: 80, crd: 125545, firm: Curtin Financial Management, Inc., city: Tuftonboro, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125545/; rank: 80, crd: 126079, firm: KBR Financial Solutions, city: Londonderry, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126079/; rank: 80, crd: 126670, firm: Michael D. Taxman Investment Management, city: Hanover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126670/; rank: 80, crd: 126875, firm: Greene & Company Financial Services LLC, city: Moultonborough, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126875/; rank: 80, crd: 126911, firm: Craig Duvarney, CFP, city: Bartlett, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126911/; rank: 80, crd: 127209, firm: Cygnet Investment Co., Inc., city: Walpole, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127209/; rank: 80, crd: 128489, firm: Altus Investment Group, city: Concord, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128489/; rank: 80, crd: 129437, firm: Cobb Financial, LLC, city: Lee, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129437/; rank: 80, crd: 132256, firm: Golden Financial Services, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132256/; rank: 80, crd: 141040, firm: Davisson Investment, LLC, city: Newington, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141040/; rank: 80, crd: 141899, firm: Granite State Retirement Planning, Inc., city: Bedford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141899/; rank: 80, crd: 144852, firm: JTD Financial Services, LLC, city: Bedford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144852/; rank: 80, crd: 146738, firm: Northport Harbor Financial Services, LLC, city: Litchfield, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146738/; rank: 80, crd: 146939, firm: Rational Frontier Advisors, LLC, city: Nashua, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146939/; rank: 80, crd: 149874, firm: Seaport Financial Planning, LLC, city: Rye, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149874/; rank: 80, crd: 150169, firm: Granite Value Capital, LLC, city: Hanover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150169/; rank: 80, crd: 152568, firm: Bonacorsi Wealth Management, city: Amherst, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152568/; rank: 80, crd: 152580, firm: Colligan Advisory, LLC, city: Concord, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152580/; rank: 80, crd: 153017, firm: Bay Point Financial, LLC, city: Bedford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153017/; rank: 80, crd: 154107, firm: Stratton Capital Management, LLC, city: Bedford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154107/; rank: 80, crd: 154115, firm: Rockworth Investment Services LLC, city: Center Conway, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154115/; rank: 80, crd: 154154, firm: Valpey Financial Services LLC, city: Concord, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154154/; rank: 80, crd: 155041, firm: Breakwater Asset Management, LLC, city: Hampton, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155041/; rank: 80, crd: 155537, firm: Triumph Wealth Management LLC, city: Laconia, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155537/; rank: 80, crd: 156545, firm: Mile High Investments, LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156545/; rank: 80, crd: 156609, firm: Olson Economics, LLC, city: Keene, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156609/; rank: 80, crd: 158851, firm: Four Tree Island Advisory LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158851/; rank: 80, crd: 159355, firm: The Oakes Financial Group, city: Troy, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159355/; rank: 80, crd: 160189, firm: Family Investment Advisory, LLC, city: Merrimack, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160189/; rank: 80, crd: 160438, firm: Nashua Capital Management LLC, city: Nashua, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160438/; rank: 80, crd: 162503, firm: CJS Financial Advisers / CJSF Advisers, city: Nashua, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162503/; rank: 80, crd: 166784, firm: Iacangelo Financial Group, LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166784/; rank: 80, crd: 167118, firm: Solari Financial Planning, LLC, city: Goffstown, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167118/; rank: 80, crd: 167764, firm: Petrilli Capital Management LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167764/; rank: 80, crd: 170716, firm: Lakeside Financial Planning, LLC, city: Windham, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170716/; rank: 80, crd: 172416, firm: Mead Capital Management, LLC, city: Derry, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172416/; rank: 80, crd: 173682, firm: Saco River Financial Planning, city: Bartlett, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173682/; rank: 80, crd: 174085, firm: Willow Planning Group, LLC, city: Holderness, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174085/; rank: 80, crd: 174158, firm: SJ Boyle Wealth Planning, LLC, city: Hanover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174158/; rank: 80, crd: 174324, firm: Sentinel Financial, city: Freedom, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174324/; rank: 80, crd: 182514, firm: Round Table Investment Management, LLC, city: West Lebanon, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/182514/; rank: 80, crd: 226513, firm: Middle Street Capital, LLC, city: Newfields, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/226513/; rank: 80, crd: 283721, firm: Rsi Advisors, city: Dover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283721/; rank: 80, crd: 284073, firm: Matthew J Cohen Consulting, city: not stated, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284073/; rank: 80, crd: 284275, firm: It Matters Financial, LLC, city: Nashua, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284275/; rank: 80, crd: 285683, firm: Spurr Financial Investment Services, LLC, city: Alton Bay, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285683/; rank: 80, crd: 285838, firm: Integrated Wealth Management, LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285838/; rank: 80, crd: 285944, firm: Optimum Wealth LLC, city: Keene, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285944/; rank: 80, crd: 288528, firm: KWM Financial LLC, city: Porstmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288528/; rank: 80, crd: 289052, firm: Washington Peak Investment Advisors LLC, city: Waterville Valley, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289052/; rank: 80, crd: 296826, firm: Honorable Financial Services, LLC, city: Manchester, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296826/; rank: 80, crd: 296987, firm: Aztec Financial Group, LLC, city: Dover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/296987/; rank: 80, crd: 297630, firm: N.A.S. Capital LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297630/; rank: 80, crd: 297759, firm: Mirica Wealth, city: Hanover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297759/; rank: 80, crd: 299278, firm: Nintai Investments LLC, city: Warren, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299278/; rank: 80, crd: 299624, firm: McGuigan Financial, LLC, city: Wolfeboro, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299624/; rank: 80, crd: 299969, firm: Oade Financial, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299969/; rank: 80, crd: 301184, firm: Squam Lakes Investment Management, LLC, city: Holderness, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301184/; rank: 80, crd: 301342, firm: Sugar Hill Advisors, LLC, city: Enfield, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301342/; rank: 80, crd: 301909, firm: New England Tactical Investments LLC, city: Kensington, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301909/; rank: 80, crd: 304752, firm: Cayena Capital Management, LLC, city: Weare, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304752/; rank: 80, crd: 305198, firm: Monadnock Retirement Solutions, LLC, city: Hancock, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305198/; rank: 80, crd: 306353, firm: Manent Capital, city: Orford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306353/; rank: 80, crd: 306404, firm: Brownstone Financial Group LLC, city: Londonderry, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306404/; rank: 80, crd: 306644, firm: Alignment Financial Group, city: Exeter, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306644/; rank: 80, crd: 306933, firm: World Market Advisors, city: Hanover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306933/; rank: 80, crd: 309096, firm: KD Wealth Management LLC, city: Seabrook, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309096/; rank: 80, crd: 311211, firm: Rampart Wealth Management, city: not stated, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311211/; rank: 80, crd: 315253, firm: Bas Capital Management LLC, city: Moultonboro, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315253/; rank: 80, crd: 316735, firm: F3 Capital, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316735/; rank: 80, crd: 317204, firm: Gassman Financial LLC, city: Salem, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317204/; rank: 80, crd: 317964, firm: Amherst Financial Group, LLC, city: Amherst, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317964/; rank: 80, crd: 318184, firm: Clearview Financial Strategies LLC, city: Atkinson, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318184/; rank: 80, crd: 321200, firm: Sheer Empowerment Financial, LLC, city: Thornton, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321200/; rank: 80, crd: 323016, firm: Aurelius Family Office, LLC, city: Bedford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323016/; rank: 80, crd: 323304, firm: Reverie Wealth, city: Rochester, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323304/; rank: 80, crd: 323640, firm: Truehand Inc, city: Strafford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323640/; rank: 80, crd: 324422, firm: 603 Financial Advisors, LLC, city: Newfields, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324422/; rank: 80, crd: 327502, firm: Financial Management Associates, LLC, city: Windham, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327502/; rank: 80, crd: 328289, firm: Hanai Financial, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328289/; rank: 80, crd: 329175, firm: My Holistic Financial Plan, city: not stated, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329175/; rank: 80, crd: 329654, firm: Sunflower Financial Planning, LLC, city: Windham, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329654/; rank: 80, crd: 332287, firm: Orbis Wealth Management, city: Peterborough, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332287/; rank: 80, crd: 332366, firm: Drew Wealth Management, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332366/; rank: 80, crd: 333357, firm: Croft Financial Planning, city: Newbury, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333357/; rank: 80, crd: 334080, firm: Chez Shea LLC, city: Dover, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334080/; rank: 80, crd: 334087, firm: Modern Financial Wellness, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334087/; rank: 80, crd: 334585, firm: T.S. Financial Planning, city: Derry, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334585/; rank: 80, crd: 334662, firm: Balanced Wealth Strategies LLC, city: Orford, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334662/; rank: 80, crd: 337269, firm: Momentum Investment Research and Management, LLC, city: Wilton, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337269/; rank: 80, crd: 337418, firm: BQ Asset Management, city: Barnstead, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337418/; rank: 80, crd: 337538, firm: Callidus Capital, city: Atkinson, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337538/; rank: 80, crd: 337622, firm: Fulla Financial Planning, city: Lyme, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337622/; rank: 80, crd: 338947, firm: DW West Investments LLC, city: Groton, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338947/; rank: 80, crd: 339255, firm: John Elliott Wealth Management LLC, city: New London, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339255/; rank: 80, crd: 339722, firm: Creegan & Associates, city: Merrimack, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339722/; rank: 80, crd: 340648, firm: Sooner Private Financial LLC, city: Salem, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340648/; rank: 80, crd: 341903, firm: Divergence Wealth Management LLC, city: Portsmouth, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341903/; rank: 80, crd: 343225, firm: Dragonfly Wealth Advisory, city: Concord, state: NH, value: 1, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343225/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/new-hampshire/

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