City
Wealth management firms in Concord, New Hampshire
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Concord, New Hampshire reported $1.7 billion in regulatory assets under management; the largest by assets was Carlson Investments, with $735.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $213.6 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Carlson Investments | SEC | $735.5 million | 893 |
| 2 | Whitegate Investment Counselors, Inc. | SEC | $545.4 million | 477 |
| 3 | Valpey Financial Services LLC | SEC | $226.0 million | 616 |
| 4 | KCS Advisors, LLC | State | $89.5 million | 119 |
| 5 | Colligan Advisory, LLC | State | $70.2 million | 56 |
| 6 | Capitol Wealth Management | State | $42.3 million | 90 |
| 7 | Altus Investment Group | State | $0 | 0 |
| 8 | Dragonfly Wealth Advisory | State | $0 | 0 |
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.