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Wealth management firms in New Hampshire

As of October 2, 2026, 203 wealth management firms, including broker-dealer firms, based in New Hampshire reported $32.9 billion in regulatory assets under management; the largest by assets was The Harbor Group, Inc., with $2.0 billion.

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

Wealth management firms
203
SEC-registered
74
State-registered
129
Regulatory assets under management
$32.9 billion
Client accounts
63,522
Median firm size
$77.6 million
Of which broker-dealer affiliated
6, with $484.3 million

New Hampshire has not adopted IAR continuing education. Status from NASAA's IAR CE map, checked October 5, 2026. IAR CE in New Hampshire.

Top firms in New Hampshire

Largest wealth firms by assets under management, including broker-dealer firms

Rank Firm City RAUM
1 The Harbor Group, Inc. Bedford $2.0 billion
2 Tide Cycle Resources LLC Portsmouth $1.9 billion
3 David Wendell Associates, Inc. Portsmouth $1.3 billion
4 Clark Asset Management, LLC Stratham $1.3 billion
5 Arca Wealth, LLC Portsmouth $1.3 billion
6 Oak Grove Capital, LLC Holderness $871.0 million
7 Hampshire Family Office Gilford $865.6 million
8 Eldridge Investment Advisors Inc Manchester $814.3 million
9 CMH Wealth Management, LLC Portsmouth $813.4 million
10 Summit Wealth Group LLC Exeter $761.9 million

Top 100 in New Hampshire

Fastest-growing wealth firms over one year, including broker-dealer firms

Rank Firm City Growth Starting value
1 Arca Wealth, LLC Portsmouth 185.6% $444.6 million
2 Clark Asset Management, LLC Stratham 70.2% $778.3 million
3 Oak Grove Capital, LLC Holderness 41.3% $616.2 million
4 Steele Street Capital LLC Broker-dealer affiliated Portsmouth 38.1% $101.7 million
5 The Foundry Financial Group, Inc. Laconia 36.7% $207.9 million
6 Nvest Financial, LLC Portsmouth 31.5% $523.4 million
7 Fairscale Capital, LLC Nashua 30.6% $159.1 million
8 Northeast Planning Associates, Inc. Bedford 26.3% $327.7 million
9 Sweeney Financial Advisors Bedford 24.7% $323.2 million
10 Lumbard & Kellner, LLC Hollis 24.2% $357.2 million

Top 100 in New Hampshire

Fastest-growing wealth firms over three years, including broker-dealer firms

Rank Firm City Growth Starting value
1 Oak Grove Capital, LLC Holderness 72.7% $169.1 million
2 Arca Wealth, LLC Portsmouth 71.3% $252.5 million
3 Clark Asset Management, LLC Stratham 67.5% $281.8 million
4 Aurelius Family Office, LLC Bedford 40.5% $113.6 million
5 Nvest Financial, LLC Portsmouth 36.9% $268.4 million
6 Arcadia Wealth Management, LLC Manchester 28.5% $209.8 million
7 Hager Investment Management Services, LLC New London 28.5% $104.4 million
8 Fairscale Capital, LLC Nashua 24.9% $106.6 million
9 Robbins Farley LLC Bedford 22.8% $136.6 million
10 Craig Duvarney, CFP Bartlett 20.1% $213.9 million

Top 100 in New Hampshire

Fastest-growing wealth firms over five years, including broker-dealer firms

Rank Firm City Growth Starting value
1 Clark Asset Management, LLC Stratham 66.8% $102.6 million
2 Arca Wealth, LLC Portsmouth 38.8% $246.6 million
3 Oak Grove Capital, LLC Holderness 24.3% $293.2 million
4 Arcadia Wealth Management, LLC Manchester 22.9% $159.0 million
5 Brophy Wealth Management, LLC Bedford 20.3% $211.7 million
6 Milestone Financial Planning, LLC Bedford 19.1% $246.2 million
7 Cohen Investment Advisors, LLC Bedford 14.0% $134.9 million
8 Essential Planning, LLC Portsmouth 13.7% $275.4 million
9 Sweeney Financial Advisors Bedford 13.3% $215.6 million
10 Mascoma Wealth Management Hanover 13.3% $304.3 million

Top 100 in New Hampshire

Wealth firms with the biggest asset gains over one year, including broker-dealer firms

Rank Firm City Increase
1 Arca Wealth, LLC Portsmouth $825.0 million
2 Clark Asset Management, LLC Stratham $546.2 million
3 Tide Cycle Resources LLC Portsmouth $294.0 million
4 The Harbor Group, Inc. Bedford $262.0 million
5 Oak Grove Capital, LLC Holderness $254.8 million
6 Nvest Financial, LLC Portsmouth $164.9 million
7 Summit Wealth Group LLC Exeter $105.6 million
8 Milestone Financial Planning, LLC Bedford $103.6 million
9 Lumbard & Kellner, LLC Hollis $86.4 million
10 Northeast Planning Associates, Inc. Bedford $86.3 million

Top 100 in New Hampshire

Wealth firms with the most clients, including broker-dealer firms

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

Top 100 in New Hampshire

Wealth firms with the fastest client growth over one year, including broker-dealer firms

Rank Firm City Growth Starting value
1 Lumbard & Kellner, LLC Hollis 163.1% 122
2 Financial Management Associates, LLC Windham 153.3% 137
3 Arca Wealth, LLC Portsmouth 107.6% 540
4 Peak Wealth Management LLC Nashua 67.7% 124
5 Grove Street Fiduciary, LLC Peterborough 30.3% 228
6 Nvest Financial, LLC Portsmouth 30.1% 622
7 Clark Asset Management, LLC Stratham 21.3% 235
8 Birch Financial Group Keene 12.9% 170
9 Blueline Advisors Exeter 12.1% 132
10 Cohen Investment Advisors, LLC Bedford 11.1% 226

Top 100 in New Hampshire

Wealth firms with the most accounts, including broker-dealer firms

Rank Firm City Most accounts
1 Arca Wealth, LLC Portsmouth 4,909
2 The Harbor Group, Inc. Bedford 3,734
3 Independence Financial Advisors, LLC Franklin 3,065
4 Essential Planning, LLC Portsmouth 2,207
5 Nvest Financial, LLC Portsmouth 2,066
6 Arcadia Wealth Management, LLC Manchester 2,014
7 Clark Asset Management, LLC Stratham 1,686
8 Affinity Investment Group, LLC Exeter 1,624
9 Northeast Planning Associates, Inc. Bedford 1,509
10 Summit Wealth Group LLC Exeter 1,445

Top 100 in New Hampshire

Wealth firms with the most advisory staff, including broker-dealer firms

Rank Firm City Most advisory staff
1 Northeast Planning Associates, Inc. Bedford 69
2 Rise Private Wealth Management Successor Bedford 50
3 Milestone Financial Planning, LLC Bedford 12
4 Measured Wealth Private Client Group, LLC Rye 11
4 Arca Wealth, LLC Portsmouth 11
6 Arcadia Wealth Management, LLC Manchester 10
7 The Harbor Group, Inc. Bedford 9
7 Mascoma Wealth Management Hanover 9
9 Carlson Investments Concord 8
9 Eldridge Investment Advisors Inc Manchester 8

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.

Top 100 in New Hampshire

Wealth firms with the most high net worth clients, including broker-dealer firms

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

Top 100 in New Hampshire

Wealth firms with the most CFP professionals, including broker-dealer firms

Rank Firm City Most CFP professionals
1 Rise Private Wealth Management Successor Bedford 18
2 Northeast Planning Associates, Inc. Bedford 12
3 Milestone Financial Planning, LLC Bedford 10
4 The Harbor Group, Inc. Bedford 9
5 Clark Asset Management, LLC Stratham 6
6 Northstar Financial Planning, LLC Windham 5
6 Cornerstone Financial Planning, LLC Portsmouth 5
6 Measured Wealth Private Client Group, LLC Rye 5
6 Arcadia Wealth Management, LLC Manchester 5
10 CMH Wealth Management, LLC Portsmouth 4

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.

Top 100 in New Hampshire

Newest wealth firms, including broker-dealer firms

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

Top 100 in New Hampshire

Over time

From the SEC's yearly files: SEC-registered wealth firms based in New Hampshire, from October 2018, each snapshot classed from its own Form ADV answers.

FirmsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
02040608020182020202120232024202674October 1, 2018: 40October 1, 2019: 39October 1, 2020: 45October 4, 2021: 48October 3, 2022: 54October 5, 2023: 56October 1, 2024: 57September 2, 2025: 63October 2, 2026: 74
Data table
As ofFirms
October 1, 201840
October 1, 201939
October 1, 202045
October 4, 202148
October 3, 202254
October 5, 202356
October 1, 202457
September 2, 202563
October 2, 202674
Regulatory assets under managementSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$10B$20B$30B$40B201820202021202320242026$30BOctober 1, 2018: $14.0 billionOctober 1, 2019: $12.6 billionOctober 1, 2020: $15.1 billionOctober 4, 2021: $17.9 billionOctober 3, 2022: $20.7 billionOctober 5, 2023: $19.1 billionOctober 1, 2024: $22.2 billionSeptember 2, 2025: $24.1 billionOctober 2, 2026: $30.0 billion
Data table
As ofRegulatory assets under management
October 1, 2018$14.0 billion
October 1, 2019$12.6 billion
October 1, 2020$15.1 billion
October 4, 2021$17.9 billion
October 3, 2022$20.7 billion
October 5, 2023$19.1 billion
October 1, 2024$22.2 billion
September 2, 2025$24.1 billion
October 2, 2026$30.0 billion
Client accountsSEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
020K40K60K20182020202120232024202655.6KOctober 1, 2018: 29,583October 1, 2019: 28,659October 1, 2020: 33,012October 4, 2021: 35,649October 3, 2022: 41,119October 5, 2023: 45,519October 1, 2024: 45,800September 2, 2025: 48,321October 2, 2026: 55,641
Data table
As ofClient accounts
October 1, 201829,583
October 1, 201928,659
October 1, 202033,012
October 4, 202135,649
October 3, 202241,119
October 5, 202345,519
October 1, 202445,800
September 2, 202548,321
October 2, 202655,641
Median firm size (RAUM)SEC-registered wealth firms, including broker-dealer firms. 9 snapshots, October 1, 2018 to October 2, 2026.
$0$100M$200M$300M201820202021202320242026$273MOctober 1, 2018: $198.2 millionOctober 1, 2019: $178.7 millionOctober 1, 2020: $206.1 millionOctober 4, 2021: $231.1 millionOctober 3, 2022: $266.6 millionOctober 5, 2023: $246.2 millionOctober 1, 2024: $279.8 millionSeptember 2, 2025: $265.9 millionOctober 2, 2026: $272.9 million
Data table
As ofMedian firm size (RAUM)
October 1, 2018$198.2 million
October 1, 2019$178.7 million
October 1, 2020$206.1 million
October 4, 2021$231.1 million
October 3, 2022$266.6 million
October 5, 2023$246.2 million
October 1, 2024$279.8 million
September 2, 2025$265.9 million
October 2, 2026$272.9 million

The market in New Hampshire now

Headline figures

MeasureAll wealth firmsSEC-registeredState-registered
Firms20374129
Regulatory assets under management$32.9 billion$30.0 billion$2.9 billion
Accounts63,52255,6417,881
Clients29,71422,1877,527
Employees858670188
Advisory employees541383158
Investment adviser representatives566410156
Median RAUM$77.6 million$272.9 million$21.1 million
Average RAUM$204.3 million$411.4 million$32.5 million

Firms by size

Advisers grouped by regulatory assets under management.

MeasureAll wealth firmsSEC-registeredState-registered
Firms under $100 million89485
RAUM of firms under $100 million$2.8 billion$281.5 million$2.5 billion
Firms $100 million to $250 million31283
RAUM of firms $100 million to $250 million$5.0 billion$4.7 billion$309.0 million
Firms $250 million to $500 million22220
RAUM of firms $250 million to $500 million$7.9 billion$7.9 billion$0
Firms $500 million to $1 billion14140
RAUM of firms $500 million to $1 billion$9.4 billion$9.4 billion$0
Firms $1 billion to $5 billion550
RAUM of firms $1 billion to $5 billion$7.8 billion$7.8 billion$0
Firms $5 billion to $10 billion000
RAUM of firms $5 billion to $10 billion$0$0$0
Firms $10 billion and up000
RAUM of firms $10 billion and up$0$0$0

Concentration

How much of the market the largest advisers hold.

Concentration: all wealth firmsAs of October 2, 2026.
Top 10 share of RAUM 36.2%
Top 100 share of RAUM 97.3%
MeasureAll wealth firmsSEC-registeredState-registered
Top 10 share of RAUM36.2%39.6%31.1%
Top 100 share of RAUM97.3%No dataNo data

How advisers are paid

Share of advisers reporting each form of compensation on Form ADV Item 5.E. A firm can report several.

How advisers are paid: all wealth firmsAs of October 2, 2026.
Charge a percentage of assets 86.2%
Charge hourly fees 52.7%
Charge subscription fees 0.5%
Charge fixed fees 57.6%
Receive commissions 3.4%
Charge performance-based fees 4.4%
Other compensation 9.4%
MeasureAll wealth firmsSEC-registeredState-registered
Charge a percentage of assets86.2%98.6%79.1%
Charge hourly fees52.7%48.6%55.0%
Charge subscription fees0.5%0.0%0.8%
Charge fixed fees57.6%63.5%54.3%
Receive commissions3.4%4.1%3.1%
Charge performance-based fees4.4%1.4%6.2%
Other compensation9.4%8.1%10.1%

Custody

Advisers reporting custody of client cash or securities on Form ADV Item 9.

MeasureAll wealth firmsSEC-registeredState-registered
Have custody21.7%51.4%4.7%

Broker-dealer and other affiliations

From Form ADV Items 6 and 7.

MeasureAll wealth firmsSEC-registeredState-registered
Broker-dealer affiliated3.4%2.7%3.9%

New firms and successions

New registrations and firms reporting that they succeeded to another adviser's business (Form ADV Item 4).

MeasureAll wealth firmsSEC-registeredState-registered
New registrations1578
SuccessionsNo data1No data

Other measures

MeasureAll wealth firmsSEC-registeredState-registered
Firms reporting RAUM1617388
Discretionary RAUM$29.4 billion$27.1 billion$2.4 billion
CFP professionals18114239
25th percentile RAUM$18.3 million$158.1 million$9.1 million
75th percentile RAUM$252.9 million$524.4 million$53.9 million
90th percentile RAUM$532.5 million$814.1 million$75.1 million
Average account size$517,794$539,778$362,586
Offer financial planning74.9%82.4%70.5%
RAUM growth, one yearNo data24.6%No data

As of October 2, 2026. Definitions of every measure are on the methodology page.

Cities

Cities with at least five independent RIAs.

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.