# Independent RIAs with the most CFP professionals in New Hampshire

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
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/new-hampshire/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: 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 CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [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-cfp-professionals/new-hampshire/

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