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For asset managers

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.

Newest independent RIAs in New Hampshire
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.

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Newest 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.