IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

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. How the directory is built.