Ranking, New Hampshire
Newest independent RIAs in New Hampshire
As of October 2, 2026, Mardin Capital Group ranked #1 in New Hampshire in AdvisorIQ's ranking of newest independent RIAs, with $306.2 million.
Include wirehouses and broker-dealer firms
Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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 | Amount |
|---|---|---|---|
| 1 | Mardin Capital Group | Rye | $306.2 million |
| 2 | Middle Street Capital, LLC | Newfields | $132.1 million |
| 3 | Gassman Financial LLC | Salem | $112.6 million |
| 4 | 603 Financial Advisors, LLC | Newfields | $106.9 million |
| 5 | Saltbox Financial LLC | Portsmouth | $104.6 million |
| 6 | American Wealth Protection Financial, LLC | Manchester | $70.2 million |
| 7 | Sooner Private Financial LLC | Salem | $9.0 million |
| 8 | BQ Asset Management | Barnstead | $0 |
| 8 | DW West Investments LLC | Groton | $0 |
| 8 | John Elliott Wealth Management LLC | New London | $0 |
| 8 | Creegan & Associates | Merrimack | $0 |
| 8 | Appletree Financial Services LLC | Londonderry | $0 |
| 8 | Divergence Wealth Management LLC | Portsmouth | $0 |
| 8 | Dragonfly Wealth Advisory | Concord | $0 |
| 8 | Rise Private Wealth Management Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | Bedford | $0 |
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
15 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
- Newest independent RIAs, nationally
- RIA market data for New Hampshire
- Largest independent RIAs by assets under management in New Hampshire
- Fastest-growing independent RIAs over one year in New Hampshire
- Fastest-growing independent RIAs over three years in New Hampshire
- Fastest-growing independent RIAs over five years in New Hampshire
- Independent RIAs with the biggest asset gains over one year in New Hampshire
- Independent RIAs with the most clients in New Hampshire
- Independent RIAs with the fastest client growth over one year in New Hampshire
- Independent RIAs with the most accounts in New Hampshire
- Independent RIAs with the most advisory staff in New Hampshire
- Independent RIAs with the most high net worth clients in New Hampshire
- Independent RIAs with the most CFP professionals in New Hampshire
Newest by state
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- District of Columbia
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Puerto Rico
- U.S. Virgin Islands
- Guam
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.