City
Wealth management firms in Keene, New Hampshire
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Keene, New Hampshire reported $577.3 million in regulatory assets under management; the largest by assets was Bluestone Wealth Management LLC, with $272.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $577.3 million
- Average per firm
- $115.5 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Bluestone Wealth Management LLC | SEC | $272.9 million | 118 |
| 2 | Birch Financial Group | SEC | $264.7 million | 652 |
| 3 | Olson Economics, LLC | State | $25.6 million | 63 |
| 4 | Ipic, Inc. | State | $14.0 million | 75 |
| 5 | Optimum Wealth LLC | 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.