City
Wealth management firms in Portsmouth, New Hampshire
As of October 2, 2026, 32 wealth management firms, including broker-dealer firms, with their main office in Portsmouth, New Hampshire reported $9.0 billion in regulatory assets under management; the largest by assets was Tide Cycle Resources LLC, with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 32
- Regulatory assets under management
- $9.0 billion
- Average per firm
- $281.4 million
- SEC-registered, of those listed
- 14 of 32 (43.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tide Cycle Resources LLC | SEC | $1.9 billion | 1 |
| 2 | David Wendell Associates, Inc. | SEC | $1.3 billion | 465 |
| 3 | Arca Wealth, LLC | SEC | $1.3 billion | 4,909 |
| 4 | CMH Wealth Management, LLC | SEC | $813.4 million | 704 |
| 5 | Nvest Financial, LLC | SEC | $688.3 million | 2,066 |
| 6 | Essential Planning, LLC | SEC | $524.4 million | 2,207 |
| 7 | Harbor Advisory Corporation | SEC | $480.9 million | 395 |
| 8 | Cornerstone Financial Planning, LLC | SEC | $400.7 million | 1,025 |
| 9 | Unconventional Investor, LLC | SEC | $302.5 million | 359 |
| 10 | Secure Planning Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $187.0 million | 846 |
| 11 | Four Tree Island Advisory LLC | SEC | $182.2 million | 136 |
| 12 | Steele Street Capital LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $140.5 million | 251 |
| 13 | Saltbox Financial LLC | SEC | $104.6 million | 212 |
| 14 | Drew Wealth Management | State | $102.3 million | 190 |
| 15 | Mile High Investments, LLC | State | $102.1 million | 121 |
| 16 | Capital Design Private Wealth LLC | SEC | $96.0 million | 480 |
| 17 | Odiorne Point Asset Management, LLC | State | $65.9 million | 265 |
| 18 | Golden Financial Services | State | $64.1 million | 277 |
| 19 | Integrated Wealth Management, LLC | State | $62.6 million | 166 |
| 20 | Estate Planners of New England, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $52.0 million | 275 |
| 21 | F3 Capital | State | $35.6 million | 77 |
| 22 | Modern Financial Wellness | State | $32.8 million | 161 |
| 23 | Iacangelo Financial Group, LLC | State | $25.8 million | 130 |
| 24 | Petrilli Capital Management LLC | State | $25.6 million | 57 |
| 25 | Patriot Advisory Group | State | $22.6 million | 116 |
| 26 | N.A.S. Capital LLC | State | $20.7 million | 18 |
| 27 | Benchmark Capital Management Corporation | State | $19.5 million | 67 |
| 28 | Divergence Wealth Management LLC | State | $0 | 0 |
| 29 | Gulfstream Financial Group LLC | State | $0 | 0 |
| 30 | Hanai Financial | State | $0 | 0 |
| 31 | Oade Financial | State | $0 | 0 |
| 32 | Whole Wealth Management | 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.