Adviser Record

Investment advisers in NH

77 SEC-registered firms · $59.14 billion in regulatory assets · 8 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
Affinity Investment Group, LLCExeter$595.1 million0
American Trust Investment Advisors, LLCLebanon$303.5 million0
Apex Wealth Management, LLCBedford$191.1 million0
Arca Wealth, LLCPortsmouth$1.27 billion0
Arcadia Wealth Management, LLCManchester$445.5 million0
Atlas Fiduciary Services, Inc.Concord$269.3 million0
Aurelius Family Office, LLCBedford$315.3 million1
Bartley Financial Advisors, LLCBedford$151.6 million0
BcasBedford$465.7 million0
Bexil Advisers LLCWalpole$306.6 million0
Birch Financial GroupKeene$264.7 million0
Blueline AdvisorsExeter$247.2 million0
Bluestone Wealth Management LLCKeene$272.9 million0
Brendel Financial Advisors LLCHanover$260.2 million0
Brophy Wealth Management, LLCBedford$532.5 million0
Capital Design Private Wealth LLCPortsmouth$96.0 million0
Carlson InvestmentsConcord$735.5 million0
Cmh Wealth Management, LLCPortsmouth$813.4 million0
Cohen Investment Advisors, LLCBedford$259.3 million0
Conservation Resource Partners, LLCExeter$822.1 million0
Cornerstone Financial Planning, LLCPortsmouth$400.7 million0
Curbstone Financial Management Corp.Manchester$411.7 million0
David Wendell Associates, Inc.Portsmouth$1.33 billion0
Davis Wealth AdvisorsSalem$197.1 million1
Eldridge Investment Advisors IncManchester$814.3 million0
Essential Planning, LLCPortsmouth$524.4 million5
Fairscale Capital, LLCNashua$207.8 million2
Financial Management Associates, LLCWindham$135.8 million0
Four Tree Island Advisory LLCPortsmouth$182.2 million0
Futuremoney RiaManchester$1.6 million0
Gassman Financial LLCSalem$112.6 million0
Glenwood Investment Group, LLCManchester$199.4 million0
Global Forest Partners LPLebanon$3.50 billion0
Granite State Retirement Planning, Inc.Bedford$143.2 million0
Granite Value Capital, LLCHanover$98.9 million0
Grove Street Fiduciary, LLCPeterborough$413.2 million0
Hager Investment Management Services, LLCNew London$221.6 million0
Harbor Advisory CorporationPortsmouth$480.9 million0
Impax Asset Management LLCPortsmouth$8.94 billion0
Independence Financial Advisors, LLCFranklin$463.8 million0
Jmh Wealth Management, LLCHanover$124.1 million0
Ledgewood Wealth Advisors, LLCExeter$216.8 million0
Loudon Investment Management, LLCWest Lebanon$231.8 million0
Lumbard & Kellner, LLCHollis$443.6 million0
Mardin Capital GroupRye$306.2 million0
Mascoma Wealth ManagementHanover$567.8 million0
Matrix Capital Management Company, LPPortsmouth$2.32 billion0
Measured Wealth Private Client Group, LLCPortsmouth$528.3 million0
Michael D. Taxman Investment ManagementHanover$137.5 million0
Midas Management CorporationWalpole$93.2 million0
Middle Street Capital, LLCNewfields$132.1 million0
Milestone Financial Planning, LLCBedford$590.3 million0
Northeast Planning Associates, Inc.Bedford$414.0 million0
Northstar Financial Planning, LLCWindham$275.8 million0
Nvest Financial, LLCPortsmouth$688.3 million2
Option Research & Technology Services, LLCPortsmouth$00
Peak Wealth Management LLCNashua$156.1 million0
Phoenix International Investments LLCNashua$97.5 million0
Prime Buchholz LLCPortsmouth$14.07 billion0
Robbins Farley LLCBedford$252.9 million0
Robert a. Zock & Co.,inc.Sutton$175.1 million0
Saltbox Financial LLCPortsmouth$104.6 million0
Secure PlanningPortsmouth$187.0 million0
Sooner Private Financial LLCSalem$9.0 million0
Steele Street Capital LLCPortsmouth$140.5 million0
Summit Wealth Group LLCExeter$761.9 million0
Sweeney Financial AdvisorsBedford$403.2 million2
The Eideard Group, LLCBedford$158.1 million4
The Foundry Financial Group, Inc.Laconia$284.2 million0
The Harbor Group, Inc.Bedford$2.00 billion0
The Lyme Timber Company LLCHanover$773.9 million0
The Wealth ConservatoryLebanon$138.4 million0
Three Bearings Fiduciary Advisors, Inc.Hampton$350.7 million0
Tide Cycle Resources LLCPortsmouth$1.85 billion0
Valpey Financial Services LLCConcord$226.0 million0
Wellesley Asset Management, Inc.Portsmouth$1.99 billion4
Whitegate Investment Counselors, Inc.Concord$545.4 million0