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AdvisorIQ

Ranking, New Hampshire

Independent RIAs with the most high net worth clients in New Hampshire

As of October 2, 2026, The Harbor Group, Inc. ranked #1 in New Hampshire in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 456.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. 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 high net worth clients
1 The Harbor Group, Inc. Bedford 456
2 Arca Wealth, LLC Portsmouth 437
3 Eldridge Investment Advisors Inc Manchester 329
4 Clark Asset Management, LLC Stratham 267
5 Lumbard & Kellner, LLC Hollis 249
6 Affinity Investment Group, LLC Exeter 239
7 Summit Wealth Group LLC Exeter 223
8 David Wendell Associates, Inc. Portsmouth 208
9 CMH Wealth Management, LLC Portsmouth 193
10 Nvest Financial, LLC Portsmouth 192
11 Grove Street Fiduciary, LLC Peterborough 184
12 Milestone Financial Planning, LLC Bedford 180
13 Cornerstone Financial Planning, LLC Portsmouth 167
14 Essential Planning, LLC Portsmouth 163
15 Mardin Capital Group Rye 158
16 Curbstone Financial Management Corp. Manchester 149
17 Brophy Wealth Management, LLC Bedford 148
18 The Foundry Financial Group, Inc. Laconia 145
19 Financial Management Associates, LLC Windham 141
20 Measured Wealth Private Client Group, LLC Rye 131
21 Wadsworth & Daulaire Financial Planners Hanover 130
22 Hepworth Equity Partners, LLC Wolfeboro 127
23 Bcas Bedford 126
24 Mascoma Wealth Management Hanover 122
25 Craig Duvarney, CFP Bartlett 120
26 Carlson Investments Concord 107
27 Sweeney Financial Advisors Bedford 100
28 Harbor Advisory Corporation Portsmouth 99
29 Arcadia Wealth Management, LLC Manchester 94
30 Northstar Financial Planning, LLC Windham 92
30 Apex Wealth Management, LLC Bedford 92
32 Robbins Farley LLC Bedford 91
33 Robert A. Zock & Co.,inc. Sutton 86
34 Oak Grove Capital, LLC Holderness 85
35 Aurelius Family Office, LLC Bedford 84
36 Cohen Investment Advisors, LLC Bedford 82
37 Whitegate Investment Counselors, Inc. Concord 76
37 Amherst Financial Group, LLC Amherst 76
39 Northeast Planning Associates, Inc. Bedford 73
39 Three Bearings Fiduciary Advisors, Inc. Hampton 73
39 Brendel Financial Advisors LLC Hanover 73
42 Davis Wealth Advisors Salem 72
43 Valpey Financial Services LLC Concord 69
44 Hager Investment Management Services, LLC New London 68
45 Peak Wealth Management LLC Nashua 67
45 Birch Financial Group Keene 67
47 Hampshire Family Office Gilford 62
48 The Wealth Conservatory Lebanon 58
48 McGuigan Financial, LLC Wolfeboro 58
50 Fairscale Capital, LLC Nashua 55
51 Blueline Advisors Exeter 52
52 Glenwood Investment Group, LLC Manchester 51
52 Unconventional Investor, LLC Portsmouth 51
54 Ledgewood Wealth Advisors, LLC Exeter 50
55 Safir Wealth Advisors, LLC Greenland 49
56 Bartley Financial Advisors, LLC Bedford 46
57 Seaport Financial Planning, LLC Rye 45
57 Capital Design Private Wealth LLC Portsmouth 45
59 Granite State Retirement Planning, Inc. Bedford 44
60 Mile High Investments, LLC Portsmouth 43
61 Drew Wealth Management Portsmouth 42
62 Middle Street Capital, LLC Newfields 41
63 Independence Financial Advisors, LLC Franklin 39
64 Gassman Financial LLC Salem 37
65 Loudon Investment Management, LLC West Lebanon 36
66 Four Tree Island Advisory LLC Portsmouth 35
66 Catalyst Investment Management LLC Windham 35
68 Dorothy J. Cole Merrimack 34
69 JMH Wealth Management, LLC Hanover 32
69 American Wealth Protection Financial, LLC Manchester 32
71 Saltbox Financial LLC Portsmouth 31
71 Granite Value Capital, LLC Hanover 31
71 603 Financial Advisors, LLC Newfields 31
74 Bluestone Wealth Management LLC Keene 30
74 World Market Advisors Hanover 30
76 KCS Advisors, LLC Concord 27
77 The Eideard Group, LLC Bedford 25
77 Orbis Wealth Management Peterborough 25
79 Colligan Advisory, LLC Concord 22
80 Curtin Financial Management, Inc. Tuftonboro 20
80 Bay Point Financial, LLC Bedford 20
82 Washington Peak Investment Advisors LLC Waterville Valley 19
83 Nutfield Financial Auburn 18
83 Lakeside Financial Planning, LLC Windham 18
85 Engels Investment Advisors, LLC Center Sandwich 17
85 Michael D. Taxman Investment Management Hanover 17
85 Nashua Capital Management LLC Nashua 17
85 Dattilio & Ash Capital Management, LLC Lebanon 17
89 Iacangelo Financial Group, LLC Portsmouth 16
89 Alignment Financial Group Exeter 16
91 Bonacorsi Wealth Management Amherst 15
91 Integrated Wealth Management, LLC Portsmouth 15
91 Oade Financial Portsmouth 15
91 KD Wealth Management LLC Seabrook 15
91 Clearview Financial Strategies LLC Atkinson 15
96 Northstar Capital Inc Derry 14
96 Capitol Wealth Management Concord 14
98 SJ Boyle Wealth Planning, LLC Hanover 12
99 Saco River Financial Planning Bartlett 11
100 Sunflower Financial Planning, LLC Windham 10

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Most high net worth 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.