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AdvisorIQ

Ranking, New Hampshire

Wealth firms with the most CFP professionals, including broker-dealer firms in New Hampshire

As of October 2, 2026, Rise Private Wealth Management ranked #1 in New Hampshire in AdvisorIQ's ranking of wealth firms with the most CFP professionals, including broker-dealer firms, with 18.

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

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 Rise Private Wealth Management Successor Bedford 18
2 Northeast Planning Associates, Inc. Bedford 12
3 Milestone Financial Planning, LLC Bedford 10
4 The Harbor Group, Inc. Bedford 9
5 Clark Asset Management, LLC Stratham 6
6 Northstar Financial Planning, LLC Windham 5
6 Cornerstone Financial Planning, LLC Portsmouth 5
6 Measured Wealth Private Client Group, LLC Rye 5
6 Arcadia Wealth Management, LLC Manchester 5
10 CMH Wealth Management, LLC Portsmouth 4
10 Brophy Wealth Management, LLC Bedford 4
12 The Wealth Conservatory Lebanon 3
12 Sweeney Financial Advisors Bedford 3
12 The Foundry Financial Group, Inc. Laconia 3
12 Nvest Financial, LLC Portsmouth 3
12 Saltbox Financial LLC Portsmouth 3
12 Arca Wealth, LLC Portsmouth 3
12 Mascoma Wealth Management Hanover 3
12 Summit Wealth Group LLC Exeter 3
20 Secure Planning Broker-dealer affiliated Portsmouth 2
20 Grove Street Fiduciary, LLC Peterborough 2
20 Wadsworth & Daulaire Financial Planners Hanover 2
20 Affinity Investment Group, LLC Exeter 2
20 Cohen Investment Advisors, LLC Bedford 2
20 Three Bearings Fiduciary Advisors, Inc. Hampton 2
20 Davis Wealth Advisors Salem 2
20 Aurelius Family Office, LLC Bedford 2
20 Birch Financial Group Keene 2
29 Curbstone Financial Management Corp. Manchester 1
29 Bcas Bedford 1
29 Ledgewood Wealth Advisors, LLC Exeter 1
29 Applied Capital Management, LLC Londonderry 1
29 Ipic, Inc. Keene 1
29 Dorothy J. Cole Merrimack 1
29 Hager Investment Management Services, LLC New London 1
29 Nutfield Financial Auburn 1
29 BG Financial Planning Plaistow 1
29 Bartley Financial Advisors, LLC Bedford 1
29 Curtin Financial Management, Inc. Tuftonboro 1
29 Craig Duvarney, CFP Bartlett 1
29 Cobb Financial, LLC Lee 1
29 Golden Financial Services Portsmouth 1
29 Glenwood Investment Group, LLC Manchester 1
29 Axiom Advisors, LLC Bedford 1
29 Gulfstream Financial Group LLC Portsmouth 1
29 Bluestone Wealth Management LLC Keene 1
29 Granite State Retirement Planning, Inc. Bedford 1
29 JTD Financial Services, LLC Bedford 1
29 Northport Harbor Financial Services, LLC Litchfield 1
29 Bonacorsi Wealth Management Amherst 1
29 Colligan Advisory, LLC Concord 1
29 Valpey Financial Services LLC Concord 1
29 Independence Financial Advisors, LLC Franklin 1
29 Blueline Advisors Exeter 1
29 Fairscale Capital, LLC Nashua 1
29 Eagle Point Investment Advisors, Inc. Bedford 1
29 Solari Financial Planning, LLC Goffstown 1
29 Lakeside Financial Planning, LLC Windham 1
29 Goldfinch Financial, Inc. Manchester 1
29 Saco River Financial Planning Bartlett 1
29 Willow Planning Group, LLC Holderness 1
29 SJ Boyle Wealth Planning, LLC Hanover 1
29 Advisory Resource Group, LLC Newmarket 1
29 Peak Wealth Management LLC Nashua 1
29 Safir Wealth Advisors, LLC Greenland 1
29 Aztec Financial Group, LLC Dover 1
29 Catalyst Investment Management LLC Windham 1
29 McGuigan Financial, LLC Wolfeboro 1
29 Sugar Hill Advisors, LLC Enfield 1
29 Manent Capital Orford 1
29 Apex Wealth Management, LLC Bedford 1
29 Amherst Financial Group, LLC Amherst 1
29 Sheer Empowerment Financial, LLC Thornton 1
29 Reverie Wealth Rochester 1
29 603 Financial Advisors, LLC Newfields 1
29 Odiorne Point Asset Management, LLC Portsmouth 1
29 Hanai Financial Portsmouth 1
29 Sunflower Financial Planning, LLC Windham 1
29 Orbis Wealth Management Peterborough 1
29 Croft Financial Planning Newbury 1
29 Modern Financial Wellness Portsmouth 1
29 Creegan & Associates Merrimack 1
29 Mardin Capital Group Rye 1
29 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.

84 firms ranked. Figures are as firms reported them on Form ADV.

More rankings

Most CFP professionals 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.