City
Independent RIAs in Windham, New Hampshire
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Windham, New Hampshire reported $631.5 million in regulatory assets under management; the largest by assets was Northstar Financial Planning, LLC, with $275.8 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $631.5 million
- Average per firm
- $105.3 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Northstar Financial Planning, LLC | SEC | $275.8 million | 486 |
| 2 | Financial Management Associates, LLC | SEC | $135.8 million | 344 |
| 3 | Catalyst Investment Management LLC | SEC | $129.8 million | 214 |
| 4 | Lakeside Financial Planning, LLC | State | $64.0 million | 178 |
| 5 | Trinexus Capital, LLC | State | $16.8 million | 9 |
| 6 | Sunflower Financial Planning, LLC | State | $9.3 million | 18 |
Independent RIAs 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.