City
Wealth management firms in Bedford, New Hampshire
As of October 2, 2026, 19 wealth management firms, including broker-dealer firms, with their main office in Bedford, New Hampshire reported $6.0 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
- 19
- Regulatory assets under management
- $6.0 billion
- Average per firm
- $316.2 million
- SEC-registered, of those listed
- 14 of 19 (73.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | The Harbor Group, Inc. | SEC | $2.0 billion | 3,734 |
| 2 | Milestone Financial Planning, LLC | SEC | $590.3 million | 1,223 |
| 3 | Brophy Wealth Management, LLC | SEC | $532.5 million | 1,205 |
| 4 | Bcas | SEC | $465.7 million | 631 |
| 5 | Northeast Planning Associates, Inc. | SEC | $414.0 million | 1,509 |
| 6 | Sweeney Financial Advisors | SEC | $403.2 million | 806 |
| 7 | Aurelius Family Office, LLC | SEC | $315.3 million | 167 |
| 8 | Cohen Investment Advisors, LLC | SEC | $259.3 million | 919 |
| 9 | Robbins Farley LLC | SEC | $252.9 million | 743 |
| 10 | Apex Wealth Management, LLC | SEC | $191.1 million | 271 |
| 11 | The Eideard Group, LLC | SEC | $158.1 million | 167 |
| 12 | Bartley Financial Advisors, LLC | SEC | $151.6 million | 497 |
| 13 | Granite State Retirement Planning, Inc. | SEC | $143.2 million | 454 |
| 14 | Bay Point Financial, LLC | State | $104.7 million | 325 |
| 15 | JTD Financial Services, LLC | State | $21.2 million | 117 |
| 16 | Stratton Capital Management, LLC | State | $7.9 million | 6 |
| 17 | Axiom Advisors, LLC | State | $0 | 0 |
| 18 | Eagle Point Investment Advisors, Inc. | State | $0 | 0 |
| 19 | 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. | SEC | $0 | 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.
Wealth management firms in New Hampshire, including every city.
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.