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AdvisorIQ

Ranking, New Hampshire

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

As of October 2, 2026, Independence Financial Advisors, LLC ranked #1 in New Hampshire in AdvisorIQ's ranking of wealth firms with the most clients, including broker-dealer firms, with 2,777.

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

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.

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 Secure Planning Broker-dealer affiliated Portsmouth 529
12 Applied Capital Management, LLC Londonderry 500
13 Affinity Investment Group, LLC Exeter 485
14 Mascoma Wealth Management Hanover 482
15 David Wendell Associates, Inc. Portsmouth 463
16 Summit Wealth Group LLC Exeter 456
17 Hepworth Equity Partners, LLC Wolfeboro 421
18 Brophy Wealth Management, LLC Bedford 393
19 Glenwood Investment Group, LLC Manchester 372
20 Carlson Investments Concord 360
21 Financial Management Associates, LLC Windham 347
22 Orbis Wealth Management Peterborough 340
23 Straight Forward Wealth Management, LLC Rochester 339
24 CMH Wealth Management, LLC Portsmouth 326
25 Brendel Financial Advisors LLC Hanover 325
26 Lumbard & Kellner, LLC Hollis 321
27 The Foundry Financial Group, Inc. Laconia 310
28 Bcas Bedford 309
29 Gassman Financial LLC Salem 307
30 Cornerstone Financial Planning, LLC Portsmouth 305
31 Grove Street Fiduciary, LLC Peterborough 297
32 Capital Design Private Wealth LLC Portsmouth 289
33 Clark Asset Management, LLC Stratham 285
34 Curbstone Financial Management Corp. Manchester 277
35 Robbins Farley LLC Bedford 263
36 Sweeney Financial Advisors Bedford 258
37 Milestone Financial Planning, LLC Bedford 257
38 Cohen Investment Advisors, LLC Bedford 251
39 Mardin Capital Group Rye 238
40 Three Bearings Fiduciary Advisors, Inc. Hampton 223
41 Saltbox Financial LLC Portsmouth 210
42 Peak Wealth Management LLC Nashua 208
43 Odiorne Point Asset Management, LLC Portsmouth 202
44 Valpey Financial Services LLC Concord 200
45 Bonacorsi Wealth Management Amherst 199
46 Birch Financial Group Keene 192
47 Amherst Financial Group, LLC Amherst 184
48 Hager Investment Management Services, LLC New London 179
48 Fairscale Capital, LLC Nashua 179
50 Optimum Wealth LLC Keene 177
51 Bay Point Financial, LLC Bedford 176
52 Northstar Financial Planning, LLC Windham 173
53 Aurelius Family Office, LLC Bedford 167
54 McGuigan Financial, LLC Wolfeboro 163
55 American Wealth Protection Financial, LLC Manchester 160
55 603 Financial Advisors, LLC Newfields 160
57 Craig Duvarney, CFP Bartlett 154
58 Brownstone Financial Group LLC Londonderry 153
59 KBR Financial Solutions Londonderry 149
60 Blueline Advisors Exeter 148
61 On Track Financial LLC Broker-dealer affiliated Canterbury 145
62 Harbor Advisory Corporation Portsmouth 144
63 Whitegate Investment Counselors, Inc. Concord 139
64 Greene & Company Financial Services LLC Moultonborough 138
65 Nutfield Financial Auburn 135
65 Saco River Financial Planning Bartlett 135
67 Iacangelo Financial Group, LLC Portsmouth 132
68 The Wealth Conservatory Lebanon 131
69 Granite State Retirement Planning, Inc. Bedford 130
70 Golden Financial Services Portsmouth 126
71 Estate Planners of New England, LLC Broker-dealer affiliated Portsmouth 121
71 Mile High Investments, LLC Portsmouth 121
73 White Pine Investments Wolfeboro 119
74 Patriot Advisory Group Portsmouth 116
75 Oak Grove Capital, LLC Holderness 115
76 Apex Wealth Management, LLC Bedford 114
77 F3 Capital Portsmouth 104
78 Steele Street Capital LLC Broker-dealer affiliated Portsmouth 101
79 Ledgewood Wealth Advisors, LLC Exeter 98
79 Bartley Financial Advisors, LLC Bedford 98
79 Davis Wealth Advisors Salem 98
79 Modern Financial Wellness Portsmouth 98
83 Robert A. Zock & Co.,inc. Sutton 96
84 Unconventional Investor, LLC Portsmouth 88
85 Drew Wealth Management Portsmouth 81
86 JMH Wealth Management, LLC Hanover 80
86 Middle Street Capital, LLC Newfields 80
88 Loudon Investment Management, LLC West Lebanon 76
89 Ipic, Inc. Keene 75
89 Solari Financial Planning, LLC Goffstown 75
91 World Market Advisors Hanover 72
92 Granite Value Capital, LLC Hanover 70
92 Hampshire Family Office Gilford 70
94 JTD Financial Services, LLC Bedford 68
95 Safir Wealth Advisors, LLC Greenland 67
96 SJ Boyle Wealth Planning, LLC Hanover 66
97 Seaport Financial Planning, LLC Rye 65
97 Willow Planning Group, LLC Holderness 65
99 Dorothy J. Cole Merrimack 62
99 KCS Advisors, LLC Concord 62
99 Lakeside Financial Planning, LLC Windham 62
99 Capitol Wealth Management Concord 62
99 Alignment Financial Group Exeter 62

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.