City
Wealth management firms in Exeter, New Hampshire
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Exeter, New Hampshire reported $1.9 billion in regulatory assets under management; the largest by assets was Summit Wealth Group LLC, with $761.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $379.7 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Summit Wealth Group LLC | SEC | $761.9 million | 1,445 |
| 2 | Affinity Investment Group, LLC | SEC | $595.1 million | 1,624 |
| 3 | Blueline Advisors | SEC | $247.2 million | 510 |
| 4 | Ledgewood Wealth Advisors, LLC | SEC | $216.8 million | 256 |
| 5 | Alignment Financial Group | SEC | $77.6 million | 110 |
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.