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RIA directory Rankings Most clients New Hampshire
Ranking, New Hampshire
Independent RIAs with the most clients in New Hampshire
As of October 2, 2026, Independence Financial Advisors, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of independent RIAs with the most clients, with 2,777.
Include wirehouses and broker-dealer firms
Firms ranked by number of clients: the clients counted by type in Form ADV Item 5.D(a) to (n) plus clients for whom the firm has no RAUM (Item 5.C(1)), as reported in the latest filing in the data of October 2, 2026. Counts are approximate as firms report them; a client type marked "fewer than 5 clients" without a number adds nothing. 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.
Independent RIAs with the most clients in New Hampshire
Rank
Firm
City
Most clients
1
Independence Financial Advisors, LLC
Franklin
2,777
2
Arca Wealth, LLC
Portsmouth
1,121
3
Wadsworth & Daulaire Financial Planners
Hanover
1,000
4
Northeast Planning Associates, Inc.
Bedford
964
5
Nvest Financial, LLC
Portsmouth
809
6
The Harbor Group, Inc.
Bedford
700
7
Eldridge Investment Advisors Inc
Manchester
687
8
Arcadia Wealth Management, LLC
Manchester
669
9
Measured Wealth Private Client Group, LLC
Rye
640
10
Essential Planning, LLC
Portsmouth
581
11
Applied Capital Management, LLC
Londonderry
500
12
Affinity Investment Group, LLC
Exeter
485
13
Mascoma Wealth Management
Hanover
482
14
David Wendell Associates, Inc.
Portsmouth
463
15
Summit Wealth Group LLC
Exeter
456
16
Hepworth Equity Partners, LLC
Wolfeboro
421
17
Brophy Wealth Management, LLC
Bedford
393
18
Glenwood Investment Group, LLC
Manchester
372
19
Carlson Investments
Concord
360
20
Financial Management Associates, LLC
Windham
347
21
Orbis Wealth Management
Peterborough
340
22
Straight Forward Wealth Management, LLC
Rochester
339
23
CMH Wealth Management, LLC
Portsmouth
326
24
Brendel Financial Advisors LLC
Hanover
325
25
Lumbard & Kellner, LLC
Hollis
321
26
The Foundry Financial Group, Inc.
Laconia
310
27
Bcas
Bedford
309
28
Gassman Financial LLC
Salem
307
29
Cornerstone Financial Planning, LLC
Portsmouth
305
30
Grove Street Fiduciary, LLC
Peterborough
297
31
Capital Design Private Wealth LLC
Portsmouth
289
32
Clark Asset Management, LLC
Stratham
285
33
Curbstone Financial Management Corp.
Manchester
277
34
Robbins Farley LLC
Bedford
263
35
Sweeney Financial Advisors
Bedford
258
36
Milestone Financial Planning, LLC
Bedford
257
37
Cohen Investment Advisors, LLC
Bedford
251
38
Mardin Capital Group
Rye
238
39
Three Bearings Fiduciary Advisors, Inc.
Hampton
223
40
Saltbox Financial LLC
Portsmouth
210
41
Peak Wealth Management LLC
Nashua
208
42
Odiorne Point Asset Management, LLC
Portsmouth
202
43
Valpey Financial Services LLC
Concord
200
44
Bonacorsi Wealth Management
Amherst
199
45
Birch Financial Group
Keene
192
46
Amherst Financial Group, LLC
Amherst
184
47
Hager Investment Management Services, LLC
New London
179
47
Fairscale Capital, LLC
Nashua
179
49
Optimum Wealth LLC
Keene
177
50
Bay Point Financial, LLC
Bedford
176
51
Northstar Financial Planning, LLC
Windham
173
52
Aurelius Family Office, LLC
Bedford
167
53
McGuigan Financial, LLC
Wolfeboro
163
54
American Wealth Protection Financial, LLC
Manchester
160
54
603 Financial Advisors, LLC
Newfields
160
56
Craig Duvarney, CFP
Bartlett
154
57
Brownstone Financial Group LLC
Londonderry
153
58
KBR Financial Solutions
Londonderry
149
59
Blueline Advisors
Exeter
148
60
Harbor Advisory Corporation
Portsmouth
144
61
Whitegate Investment Counselors, Inc.
Concord
139
62
Greene & Company Financial Services LLC
Moultonborough
138
63
Nutfield Financial
Auburn
135
63
Saco River Financial Planning
Bartlett
135
65
Iacangelo Financial Group, LLC
Portsmouth
132
66
The Wealth Conservatory
Lebanon
131
67
Granite State Retirement Planning, Inc.
Bedford
130
68
Golden Financial Services
Portsmouth
126
69
Mile High Investments, LLC
Portsmouth
121
70
White Pine Investments
Wolfeboro
119
71
Patriot Advisory Group
Portsmouth
116
72
Oak Grove Capital, LLC
Holderness
115
73
Apex Wealth Management, LLC
Bedford
114
74
F3 Capital
Portsmouth
104
75
Ledgewood Wealth Advisors, LLC
Exeter
98
75
Bartley Financial Advisors, LLC
Bedford
98
75
Davis Wealth Advisors
Salem
98
75
Modern Financial Wellness
Portsmouth
98
79
Robert A. Zock & Co.,inc.
Sutton
96
80
Unconventional Investor, LLC
Portsmouth
88
81
Drew Wealth Management
Portsmouth
81
82
JMH Wealth Management, LLC
Hanover
80
82
Middle Street Capital, LLC
Newfields
80
84
Loudon Investment Management, LLC
West Lebanon
76
85
Ipic, Inc.
Keene
75
85
Solari Financial Planning, LLC
Goffstown
75
87
World Market Advisors
Hanover
72
88
Granite Value Capital, LLC
Hanover
70
88
Hampshire Family Office
Gilford
70
90
JTD Financial Services, LLC
Bedford
68
91
Safir Wealth Advisors, LLC
Greenland
67
92
SJ Boyle Wealth Planning, LLC
Hanover
66
93
Seaport Financial Planning, LLC
Rye
65
93
Willow Planning Group, LLC
Holderness
65
95
Dorothy J. Cole
Merrimack
62
95
KCS Advisors, LLC
Concord
62
95
Lakeside Financial Planning, LLC
Windham
62
95
Capitol Wealth Management
Concord
62
95
Alignment Financial Group
Exeter
62
100
Rockworth Investment Services LLC
Center Conway
61
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Most clients by state
Data as of October 2, 2026, from Form ADV.
Sources: SEC registered adviser data (ia100226.zip)
and IAPD compilation reports .
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