City
Wealth management firms in Windham, New Hampshire
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Windham, New Hampshire reported $653.3 million in regulatory assets under management; the largest by assets was Northstar Financial Planning, LLC, with $275.8 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $653.3 million
- Average per firm
- $93.3 million
- SEC-registered, of those listed
- 3 of 7 (42.9%)
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 | Vandeventer & Company 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 | $21.8 million | 54 |
| 6 | Trinexus Capital, LLC | State | $16.8 million | 9 |
| 7 | Sunflower Financial Planning, LLC | State | $9.3 million | 18 |
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.