{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Independent RIAs with the most CFP professionals in New Hampshire","lead":"As of October 2, 2026, Rise Private Wealth Management ranked #1 in New Hampshire in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 18.","as_of":"2026-10-02","facts":{"ranking":"Independent RIAs with the most CFP professionals","how_it_is_computed":"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.","unit":"count","scope":"New Hampshire","firms_listed":83,"rows":[{"rank":1,"crd":343846,"firm":"Rise Private Wealth Management","city":"Bedford","state":"NH","value":18,"base_value":null,"succeeded_to_another_advisers_business":true,"url":"https://advisoriq.com/ria/firms/343846/"},{"rank":2,"crd":131406,"firm":"Northeast Planning Associates, Inc.","city":"Bedford","state":"NH","value":12,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/131406/"},{"rank":3,"crd":283439,"firm":"Milestone Financial Planning, LLC","city":"Bedford","state":"NH","value":10,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283439/"},{"rank":4,"crd":105637,"firm":"The Harbor Group, Inc.","city":"Bedford","state":"NH","value":9,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105637/"},{"rank":5,"crd":284480,"firm":"Clark Asset Management, LLC","city":"Stratham","state":"NH","value":6,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284480/"},{"rank":6,"crd":117205,"firm":"Northstar Financial Planning, LLC","city":"Windham","state":"NH","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117205/"},{"rank":6,"crd":129656,"firm":"Cornerstone Financial Planning, LLC","city":"Portsmouth","state":"NH","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129656/"},{"rank":6,"crd":170442,"firm":"Measured Wealth Private Client Group, LLC","city":"Rye","state":"NH","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170442/"},{"rank":6,"crd":284925,"firm":"Arcadia Wealth Management, LLC","city":"Manchester","state":"NH","value":5,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/284925/"},{"rank":10,"crd":150138,"firm":"CMH Wealth Management, LLC","city":"Portsmouth","state":"NH","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/150138/"},{"rank":10,"crd":169894,"firm":"Brophy Wealth Management, LLC","city":"Bedford","state":"NH","value":4,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/169894/"},{"rank":12,"crd":115932,"firm":"The Wealth Conservatory","city":"Lebanon","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/115932/"},{"rank":12,"crd":116564,"firm":"Sweeney Financial Advisors","city":"Bedford","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116564/"},{"rank":12,"crd":116823,"firm":"The Foundry Financial Group, Inc.","city":"Laconia","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116823/"},{"rank":12,"crd":128868,"firm":"Nvest Financial, LLC","city":"Portsmouth","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/128868/"},{"rank":12,"crd":130882,"firm":"Saltbox Financial LLC","city":"Portsmouth","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/130882/"},{"rank":12,"crd":174765,"firm":"Arca Wealth, LLC","city":"Portsmouth","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174765/"},{"rank":12,"crd":174907,"firm":"Mascoma Wealth Management","city":"Hanover","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174907/"},{"rank":12,"crd":282205,"firm":"Summit Wealth Group LLC","city":"Exeter","state":"NH","value":3,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/282205/"},{"rank":20,"crd":107703,"firm":"Grove Street Fiduciary, LLC","city":"Peterborough","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107703/"},{"rank":20,"crd":116464,"firm":"Wadsworth & Daulaire Financial Planners","city":"Hanover","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116464/"},{"rank":20,"crd":117191,"firm":"Affinity Investment Group, LLC","city":"Exeter","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117191/"},{"rank":20,"crd":168595,"firm":"Cohen Investment Advisors, LLC","city":"Bedford","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168595/"},{"rank":20,"crd":283926,"firm":"Three Bearings Fiduciary Advisors, Inc.","city":"Hampton","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/283926/"},{"rank":20,"crd":287736,"firm":"Davis Wealth Advisors","city":"Salem","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/287736/"},{"rank":20,"crd":323016,"firm":"Aurelius Family Office, LLC","city":"Bedford","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323016/"},{"rank":20,"crd":332057,"firm":"Birch Financial Group","city":"Keene","state":"NH","value":2,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332057/"},{"rank":28,"crd":13348,"firm":"Curbstone Financial Management Corp.","city":"Manchester","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/13348/"},{"rank":28,"crd":105666,"firm":"Bcas","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/105666/"},{"rank":28,"crd":109049,"firm":"Ledgewood Wealth Advisors, LLC","city":"Exeter","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/109049/"},{"rank":28,"crd":111009,"firm":"Applied Capital Management, LLC","city":"Londonderry","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/111009/"},{"rank":28,"crd":116426,"firm":"Ipic, Inc.","city":"Keene","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116426/"},{"rank":28,"crd":116607,"firm":"Dorothy J. Cole","city":"Merrimack","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/116607/"},{"rank":28,"crd":117097,"firm":"Hager Investment Management Services, LLC","city":"New London","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117097/"},{"rank":28,"crd":117419,"firm":"Nutfield Financial","city":"Auburn","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/117419/"},{"rank":28,"crd":119234,"firm":"BG Financial Planning","city":"Plaistow","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/119234/"},{"rank":28,"crd":124293,"firm":"Bartley Financial Advisors, LLC","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/124293/"},{"rank":28,"crd":125545,"firm":"Curtin Financial Management, Inc.","city":"Tuftonboro","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/125545/"},{"rank":28,"crd":126911,"firm":"Craig Duvarney, CFP","city":"Bartlett","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/126911/"},{"rank":28,"crd":129437,"firm":"Cobb Financial, LLC","city":"Lee","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/129437/"},{"rank":28,"crd":132256,"firm":"Golden Financial Services","city":"Portsmouth","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132256/"},{"rank":28,"crd":132950,"firm":"Glenwood Investment Group, LLC","city":"Manchester","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/132950/"},{"rank":28,"crd":136305,"firm":"Axiom Advisors, LLC","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/136305/"},{"rank":28,"crd":136475,"firm":"Gulfstream Financial Group LLC","city":"Portsmouth","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/136475/"},{"rank":28,"crd":137959,"firm":"Bluestone Wealth Management LLC","city":"Keene","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/137959/"},{"rank":28,"crd":141899,"firm":"Granite State Retirement Planning, Inc.","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/141899/"},{"rank":28,"crd":144852,"firm":"JTD Financial Services, LLC","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/144852/"},{"rank":28,"crd":146738,"firm":"Northport Harbor Financial Services, LLC","city":"Litchfield","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/146738/"},{"rank":28,"crd":152568,"firm":"Bonacorsi Wealth Management","city":"Amherst","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152568/"},{"rank":28,"crd":152580,"firm":"Colligan Advisory, LLC","city":"Concord","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/152580/"},{"rank":28,"crd":154154,"firm":"Valpey Financial Services LLC","city":"Concord","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/154154/"},{"rank":28,"crd":156305,"firm":"Independence Financial Advisors, LLC","city":"Franklin","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/156305/"},{"rank":28,"crd":164642,"firm":"Blueline Advisors","city":"Exeter","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/164642/"},{"rank":28,"crd":165535,"firm":"Fairscale Capital, LLC","city":"Nashua","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165535/"},{"rank":28,"crd":165539,"firm":"Eagle Point Investment Advisors, Inc.","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/165539/"},{"rank":28,"crd":167118,"firm":"Solari Financial Planning, LLC","city":"Goffstown","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/167118/"},{"rank":28,"crd":170716,"firm":"Lakeside Financial Planning, LLC","city":"Windham","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/170716/"},{"rank":28,"crd":172632,"firm":"Goldfinch Financial, Inc.","city":"Manchester","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/172632/"},{"rank":28,"crd":173682,"firm":"Saco River Financial Planning","city":"Bartlett","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/173682/"},{"rank":28,"crd":174085,"firm":"Willow Planning Group, LLC","city":"Holderness","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174085/"},{"rank":28,"crd":174158,"firm":"SJ Boyle Wealth Planning, LLC","city":"Hanover","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/174158/"},{"rank":28,"crd":191512,"firm":"Advisory Resource Group, LLC","city":"Newmarket","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/191512/"},{"rank":28,"crd":281036,"firm":"Peak Wealth Management LLC","city":"Nashua","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/281036/"},{"rank":28,"crd":285848,"firm":"Safir Wealth Advisors, LLC","city":"Greenland","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/285848/"},{"rank":28,"crd":296987,"firm":"Aztec Financial Group, LLC","city":"Dover","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/296987/"},{"rank":28,"crd":298122,"firm":"Catalyst Investment Management LLC","city":"Windham","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/298122/"},{"rank":28,"crd":299624,"firm":"McGuigan Financial, LLC","city":"Wolfeboro","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299624/"},{"rank":28,"crd":301342,"firm":"Sugar Hill Advisors, LLC","city":"Enfield","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/301342/"},{"rank":28,"crd":306353,"firm":"Manent Capital","city":"Orford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/306353/"},{"rank":28,"crd":317091,"firm":"Apex Wealth Management, LLC","city":"Bedford","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317091/"},{"rank":28,"crd":317964,"firm":"Amherst Financial Group, LLC","city":"Amherst","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/317964/"},{"rank":28,"crd":321200,"firm":"Sheer Empowerment Financial, LLC","city":"Thornton","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/321200/"},{"rank":28,"crd":323304,"firm":"Reverie Wealth","city":"Rochester","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/323304/"},{"rank":28,"crd":324422,"firm":"603 Financial Advisors, LLC","city":"Newfields","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324422/"},{"rank":28,"crd":324617,"firm":"Odiorne Point Asset Management, LLC","city":"Portsmouth","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/324617/"},{"rank":28,"crd":328289,"firm":"Hanai Financial","city":"Portsmouth","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/328289/"},{"rank":28,"crd":329654,"firm":"Sunflower Financial Planning, LLC","city":"Windham","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/329654/"},{"rank":28,"crd":332287,"firm":"Orbis Wealth Management","city":"Peterborough","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/332287/"},{"rank":28,"crd":333357,"firm":"Croft Financial Planning","city":"Newbury","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/333357/"},{"rank":28,"crd":334087,"firm":"Modern Financial Wellness","city":"Portsmouth","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334087/"},{"rank":28,"crd":339722,"firm":"Creegan & Associates","city":"Merrimack","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339722/"},{"rank":28,"crd":342252,"firm":"Mardin Capital Group","city":"Rye","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342252/"},{"rank":28,"crd":343225,"firm":"Dragonfly Wealth Advisory","city":"Concord","state":"NH","value":1,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343225/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Independent RIAs with the most CFP professionals, nationally","url":"https://advisoriq.com/ria/rankings/most-cfp-professionals/"},{"title":"RIA market data for New Hampshire","url":"https://advisoriq.com/ria/states/new-hampshire/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/most-cfp-professionals/new-hampshire/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/new-hampshire/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}