# Independent RIAs in New Hampshire

As of October 2, 2026, 197 independent wealth management RIAs based in New Hampshire reported $32.4 billion in regulatory assets under management; the largest by assets was The Harbor Group, Inc., with $2.0 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/states/new-hampshire/

## Facts

- state: New Hampshire
- code: NH
- population: Independent wealth management RIAs: 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. Asset managers, private fund managers and pension consultants are not in the directory.
- latest: independent: accounts: 61899, firms: 197, median_raum: 77600000, raum: 32407033623, advisory_employees: 531, avg_account: 523546.965589105, band_100m_250m: 29, band_100m_250m_raum: 4669755133, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 5, band_1b_5b_raum: 7772248882, band_250m_500m: 22, band_250m_500m_raum: 7857950694, band_500m_1b: 14, band_500m_1b_raum: 9433851796, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 85, band_lt100m_raum: 2673227118, bd_affiliated_share: 0.0203045685279188, cfp_professionals: 179, clients: 28733, custody_share: 0.223350253807107, employees: 845, fee_aum_pct_share: 0.857868020304569, fee_commissions_share: 0.0253807106598985, fee_fixed_share: 0.573604060913706, fee_hourly_share: 0.532994923857868, fee_other_share: 0.0964467005076142, fee_performance_share: 0.0456852791878173, fee_subscription_share: 0.0050761421319797, financial_planning_share: 0.751269035532995, firms_with_raum: 155, iars: 555, mean_raum: 209077636.277419, new_firms: 15, p25_raum: 18333584, p75_raum: 259720297, p90_raum: 540241962.6, raum_discretionary: 28973847262, top100_share: 0.978434208260765, top10_share: 0.367156076499251, independent_sec: accounts: 54544, firms: 72, median_raum: 275767000, raum: 29706297364, advisory_employees: 378, avg_account: 544629.975139337, band_100m_250m: 26, band_100m_250m_raum: 4360705575, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 5, band_1b_5b_raum: 7772248882, band_250m_500m: 22, band_250m_500m_raum: 7857950694, band_500m_1b: 14, band_500m_1b_raum: 9433851796, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 4, band_lt100m_raum: 281540417, bd_affiliated_share: 0.0277777777777778, cfp_professionals: 140, clients: 21557, custody_share: 0.527777777777778, employees: 662, fee_aum_pct_share: 0.986111111111111, fee_commissions_share: 0.0277777777777778, fee_fixed_share: 0.625, fee_hourly_share: 0.472222222222222, fee_other_share: 0.0833333333333333, fee_performance_share: 0.0138888888888889, fee_subscription_share: 0, financial_planning_share: 0.819444444444444, firms_with_raum: 71, iars: 404, mean_raum: 418398554.422535, new_firms: 7, p25_raum: 166609784.5, p75_raum: 526393286, p90_raum: 814336574, raum_discretionary: 26742643936, raum_growth_1y: 0.241440548690756, successions: 1, top10_share: 0.400535925773748, state: accounts: 7355, firms: 125, median_raum: 20900660.5, raum: 2700736259, advisory_employees: 153, avg_account: 367197.315975527, band_100m_250m: 3, band_100m_250m_raum: 309049558, band_10b_plus: 0, band_10b_plus_raum: 0, band_1b_5b: 0, band_1b_5b_raum: 0, band_250m_500m: 0, band_250m_500m_raum: 0, band_500m_1b: 0, band_500m_1b_raum: 0, band_5b_10b: 0, band_5b_10b_raum: 0, band_lt100m: 81, band_lt100m_raum: 2391686701, bd_affiliated_share: 0.016, cfp_professionals: 39, clients: 7176, custody_share: 0.048, employees: 183, fee_aum_pct_share: 0.784, fee_commissions_share: 0.024, fee_fixed_share: 0.544, fee_hourly_share: 0.568, fee_other_share: 0.104, fee_performance_share: 0.064, fee_subscription_share: 0.008, financial_planning_share: 0.712, firms_with_raum: 84, iars: 151, mean_raum: 32151622.1309524, new_firms: 8, p25_raum: 9062742, p75_raum: 53868641.75, p90_raum: 73711651.4, raum_discretionary: 2231203326, top10_share: 0.327193288146986
- broker_dealer_affiliated_not_included: firms: 6, raum: 484279435
- series: firms: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 37; as_of: 2019-10-01, value: 37; as_of: 2020-10-01, value: 44; as_of: 2021-10-04, value: 47; as_of: 2022-10-03, value: 53; as_of: 2023-10-05, value: 55; as_of: 2024-10-01, value: 55; as_of: 2025-09-02, value: 62; as_of: 2026-10-02, value: 72, raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 13382933417; as_of: 2019-10-01, value: 12156795707; as_of: 2020-10-01, value: 14993654861; as_of: 2021-10-04, value: 17767790895; as_of: 2022-10-03, value: 20563153290; as_of: 2023-10-05, value: 18917064434; as_of: 2024-10-01, value: 21700307246; as_of: 2025-09-02, value: 23928892443; as_of: 2026-10-02, value: 29706297364, accounts: segment: independent_sec, unit: count, points: as_of: 2018-10-01, value: 27845; as_of: 2019-10-01, value: 27299; as_of: 2020-10-01, value: 32227; as_of: 2021-10-04, value: 34757; as_of: 2022-10-03, value: 40223; as_of: 2023-10-05, value: 44592; as_of: 2024-10-01, value: 44358; as_of: 2025-09-02, value: 47453; as_of: 2026-10-02, value: 54544, median_raum: segment: independent_sec, unit: usd, points: as_of: 2018-10-01, value: 187259637; as_of: 2019-10-01, value: 178682885; as_of: 2020-10-01, value: 206955866.5; as_of: 2021-10-04, value: 237636177; as_of: 2022-10-03, value: 270494247; as_of: 2023-10-05, value: 252513654; as_of: 2024-10-01, value: 279833421; as_of: 2025-09-02, value: 273715008; as_of: 2026-10-02, value: 275767000
- top_10: largest: rank: 1, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 1996338188; rank: 2, crd: 330698, firm: Tide Cycle Resources LLC, city: Portsmouth, value: 1851491175; rank: 3, crd: 106664, firm: David Wendell Associates, Inc., city: Portsmouth, value: 1330258000; rank: 4, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 1324519058; rank: 5, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 1269642461; rank: 6, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, value: 871011954; rank: 7, crd: 323432, firm: Hampshire Family Office, city: Gilford, value: 865575192; rank: 8, crd: 106380, firm: Eldridge Investment Advisors Inc, city: Manchester, value: 814336574; rank: 9, crd: 150138, firm: CMH Wealth Management, LLC, city: Portsmouth, value: 813362197; rank: 10, crd: 282205, firm: Summit Wealth Group LLC, city: Exeter, value: 761904517, fastest-growing: rank: 1, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 1.85562772951747; rank: 2, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 0.701724480548207; rank: 3, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, value: 0.413460250130737; rank: 4, crd: 116823, firm: The Foundry Financial Group, Inc., city: Laconia, value: 0.367102448723266; rank: 5, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 0.315136337502744; rank: 6, crd: 165535, firm: Fairscale Capital, LLC, city: Nashua, value: 0.306146711035304; rank: 7, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, value: 0.26346001897537; rank: 8, crd: 116564, firm: Sweeney Financial Advisors, city: Bedford, value: 0.247423588175774; rank: 9, crd: 117196, firm: Lumbard & Kellner, LLC, city: Hollis, value: 0.242003724290763; rank: 10, crd: 287736, firm: Davis Wealth Advisors, city: Salem, value: 0.241879355309913, fastest-growing-3-year: rank: 1, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, value: 0.727047406689182; rank: 2, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 0.713163674986754; rank: 3, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 0.675080283367575; rank: 4, crd: 323016, firm: Aurelius Family Office, LLC, city: Bedford, value: 0.405187316752212; rank: 5, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 0.368787847602331; rank: 6, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, value: 0.285309120619693; rank: 7, crd: 117097, firm: Hager Investment Management Services, LLC, city: New London, value: 0.285286858017542; rank: 8, crd: 165535, firm: Fairscale Capital, LLC, city: Nashua, value: 0.249263458549233; rank: 9, crd: 286581, firm: Robbins Farley LLC, city: Bedford, value: 0.227811317957785; rank: 10, crd: 126911, firm: Craig Duvarney, CFP, city: Bartlett, value: 0.201423601091172, fastest-growing-5-year: rank: 1, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 0.668092347049976; rank: 2, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 0.387826996461211; rank: 3, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, value: 0.243323997316761; rank: 4, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, value: 0.228833736246522; rank: 5, crd: 169894, firm: Brophy Wealth Management, LLC, city: Bedford, value: 0.202564819410312; rank: 6, crd: 283439, firm: Milestone Financial Planning, LLC, city: Bedford, value: 0.191135207014773; rank: 7, crd: 168595, firm: Cohen Investment Advisors, LLC, city: Bedford, value: 0.139682671046708; rank: 8, crd: 106651, firm: Essential Planning, LLC, city: Portsmouth, value: 0.137495535823464; rank: 9, crd: 116564, firm: Sweeney Financial Advisors, city: Bedford, value: 0.133320594093432; rank: 10, crd: 174907, firm: Mascoma Wealth Management, city: Hanover, value: 0.132817343626406, biggest-asset-gains: rank: 1, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 825031825; rank: 2, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 546179748; rank: 3, crd: 330698, firm: Tide Cycle Resources LLC, city: Portsmouth, value: 294012983; rank: 4, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 261959217; rank: 5, crd: 165465, firm: Oak Grove Capital, LLC, city: Holderness, value: 254785248; rank: 6, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 164929533; rank: 7, crd: 282205, firm: Summit Wealth Group LLC, city: Exeter, value: 105635735; rank: 8, crd: 283439, firm: Milestone Financial Planning, LLC, city: Bedford, value: 103573041; rank: 9, crd: 117196, firm: Lumbard & Kellner, LLC, city: Hollis, value: 86438489; rank: 10, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, value: 86327672, most-clients: rank: 1, crd: 156305, firm: Independence Financial Advisors, LLC, city: Franklin, value: 2777; rank: 2, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 1121; rank: 3, crd: 116464, firm: Wadsworth & Daulaire Financial Planners, city: Hanover, value: 1000; rank: 4, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, value: 964; rank: 5, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 809; rank: 6, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 700; rank: 7, crd: 106380, firm: Eldridge Investment Advisors Inc, city: Manchester, value: 687; rank: 8, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, value: 669; rank: 9, crd: 170442, firm: Measured Wealth Private Client Group, LLC, city: Rye, value: 640; rank: 10, crd: 106651, firm: Essential Planning, LLC, city: Portsmouth, value: 581, client-growth: rank: 1, crd: 117196, firm: Lumbard & Kellner, LLC, city: Hollis, value: 1.63114754098361; rank: 2, crd: 327502, firm: Financial Management Associates, LLC, city: Windham, value: 1.53284671532847; rank: 3, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 1.07592592592593; rank: 4, crd: 281036, firm: Peak Wealth Management LLC, city: Nashua, value: 0.67741935483871; rank: 5, crd: 107703, firm: Grove Street Fiduciary, LLC, city: Peterborough, value: 0.302631578947368; rank: 6, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 0.30064308681672; rank: 7, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 0.212765957446809; rank: 8, crd: 332057, firm: Birch Financial Group, city: Keene, value: 0.129411764705882; rank: 9, crd: 164642, firm: Blueline Advisors, city: Exeter, value: 0.121212121212121; rank: 10, crd: 168595, firm: Cohen Investment Advisors, LLC, city: Bedford, value: 0.110619469026549, most-accounts: rank: 1, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 4909; rank: 2, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 3734; rank: 3, crd: 156305, firm: Independence Financial Advisors, LLC, city: Franklin, value: 3065; rank: 4, crd: 106651, firm: Essential Planning, LLC, city: Portsmouth, value: 2207; rank: 5, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 2066; rank: 6, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, value: 2014; rank: 7, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 1686; rank: 8, crd: 117191, firm: Affinity Investment Group, LLC, city: Exeter, value: 1624; rank: 9, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, value: 1509; rank: 10, crd: 282205, firm: Summit Wealth Group LLC, city: Exeter, value: 1445, most-advisory-staff: rank: 1, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, value: 69; rank: 2, crd: 343846, firm: Rise Private Wealth Management, city: Bedford, value: 50; rank: 3, crd: 283439, firm: Milestone Financial Planning, LLC, city: Bedford, value: 12; rank: 4, crd: 170442, firm: Measured Wealth Private Client Group, LLC, city: Rye, value: 11; rank: 4, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 11; rank: 6, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, value: 10; rank: 7, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 9; rank: 7, crd: 174907, firm: Mascoma Wealth Management, city: Hanover, value: 9; rank: 9, crd: 105729, firm: Carlson Investments, city: Concord, value: 8; rank: 9, crd: 106380, firm: Eldridge Investment Advisors Inc, city: Manchester, value: 8, most-hnw-clients: rank: 1, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 456; rank: 2, crd: 174765, firm: Arca Wealth, LLC, city: Portsmouth, value: 437; rank: 3, crd: 106380, firm: Eldridge Investment Advisors Inc, city: Manchester, value: 329; rank: 4, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 267; rank: 5, crd: 117196, firm: Lumbard & Kellner, LLC, city: Hollis, value: 249; rank: 6, crd: 117191, firm: Affinity Investment Group, LLC, city: Exeter, value: 239; rank: 7, crd: 282205, firm: Summit Wealth Group LLC, city: Exeter, value: 223; rank: 8, crd: 106664, firm: David Wendell Associates, Inc., city: Portsmouth, value: 208; rank: 9, crd: 150138, firm: CMH Wealth Management, LLC, city: Portsmouth, value: 193; rank: 10, crd: 128868, firm: Nvest Financial, LLC, city: Portsmouth, value: 192, most-cfp-professionals: rank: 1, crd: 343846, firm: Rise Private Wealth Management, city: Bedford, value: 18; rank: 2, crd: 131406, firm: Northeast Planning Associates, Inc., city: Bedford, value: 12; rank: 3, crd: 283439, firm: Milestone Financial Planning, LLC, city: Bedford, value: 10; rank: 4, crd: 105637, firm: The Harbor Group, Inc., city: Bedford, value: 9; rank: 5, crd: 284480, firm: Clark Asset Management, LLC, city: Stratham, value: 6; rank: 6, crd: 117205, firm: Northstar Financial Planning, LLC, city: Windham, value: 5; rank: 6, crd: 129656, firm: Cornerstone Financial Planning, LLC, city: Portsmouth, value: 5; rank: 6, crd: 170442, firm: Measured Wealth Private Client Group, LLC, city: Rye, value: 5; rank: 6, crd: 284925, firm: Arcadia Wealth Management, LLC, city: Manchester, value: 5; rank: 10, crd: 150138, firm: CMH Wealth Management, LLC, city: Portsmouth, value: 4, newest: rank: 1, crd: 342252, firm: Mardin Capital Group, city: Rye, value: 306153730; rank: 2, crd: 226513, firm: Middle Street Capital, LLC, city: Newfields, value: 132117391; rank: 3, crd: 317204, firm: Gassman Financial LLC, city: Salem, value: 112563268; rank: 4, crd: 324422, firm: 603 Financial Advisors, LLC, city: Newfields, value: 106891642; rank: 5, crd: 130882, firm: Saltbox Financial LLC, city: Portsmouth, value: 104556134; rank: 6, crd: 317233, firm: American Wealth Protection Financial, LLC, city: Manchester, value: 70182538; rank: 7, crd: 340648, firm: Sooner Private Financial LLC, city: Salem, value: 8995352; rank: 8, crd: 337418, firm: BQ Asset Management, city: Barnstead, value: 0; rank: 8, crd: 338947, firm: DW West Investments LLC, city: Groton, value: 0; rank: 8, crd: 339255, firm: John Elliott Wealth Management LLC, city: New London, value: 0
- cities: name: Portsmouth, independent_rias: 29, raum: 8623942912, url: https://advisoriq.com/ria/states/new-hampshire/portsmouth/; name: Bedford, independent_rias: 19, raum: 6007108905, url: https://advisoriq.com/ria/states/new-hampshire/bedford/; name: Manchester, independent_rias: 9, raum: 1960906714, url: https://advisoriq.com/ria/states/new-hampshire/manchester/; name: Exeter, independent_rias: 5, raum: 1898674224, url: https://advisoriq.com/ria/states/new-hampshire/exeter/; name: Concord, independent_rias: 8, raum: 1708903109, url: https://advisoriq.com/ria/states/new-hampshire/concord/; name: Hanover, independent_rias: 9, raum: 1307911021, url: https://advisoriq.com/ria/states/new-hampshire/hanover/; name: Windham, independent_rias: 6, raum: 631515327, url: https://advisoriq.com/ria/states/new-hampshire/windham/; name: Keene, independent_rias: 5, raum: 577252669, url: https://advisoriq.com/ria/states/new-hampshire/keene/; name: Nashua, independent_rias: 6, raum: 440358787, url: https://advisoriq.com/ria/states/new-hampshire/nashua/
- iar_ce_status: not adopted

## Notes

- Firms are placed in the state of their main office.
- History covers SEC-registered firms only, from October 2018.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation
- NASAA IAR CE map, checked 2026-10-05: https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/iar-ce-map/

## Related

- [RIA market data by state](https://advisoriq.com/ria/states/)
- [Largest independent RIAs by assets under management in New Hampshire](https://advisoriq.com/ria/rankings/largest/new-hampshire/)
- [Fastest-growing independent RIAs over one year in New Hampshire](https://advisoriq.com/ria/rankings/fastest-growing/new-hampshire/)
- [Fastest-growing independent RIAs over three years in New Hampshire](https://advisoriq.com/ria/rankings/fastest-growing-3-year/new-hampshire/)
- [Fastest-growing independent RIAs over five years in New Hampshire](https://advisoriq.com/ria/rankings/fastest-growing-5-year/new-hampshire/)
- [IAR CE in New Hampshire](https://advisoriq.com/ce/iar/new-hampshire/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/states/new-hampshire/

License: https://advisoriq.com/license/