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Data / Investment advisers / $100 million to $500 million in AUM / New Hampshire

Investment advisers in New Hampshire with $100 million to $500 million in AUM: 49 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

49 SEC registered investment advisers in New Hampshire report between $100 million and $500 million in regulatory assets under management, $12.4 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Harbor Advisory Corporation with $481 million.

The request: Every investment adviser in New Hampshire with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 49Advisers
  • 49SEC registered
  • $12.4 billionTotal AUM
  • 49Advisers over $100 million
  • 2Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Harbor Advisory CorporationPortsmouth$480.9 million3953Not listed(603) 431-5740harboradvisory.comadviserinfo.sec.gov
BcasBedford$465.7 million6317Not listed(603) 668-4353adviserinfo.sec.gov
Independence Financial Advisors, LLCFranklin$463.8 million3,06511Not listed(603) 934-4445ifa-nh.comadviserinfo.sec.gov
Arcadia Wealth Management, LLCManchester$445.5 million2,01420Not listed(603) 681-9190adviserinfo.sec.gov
Lumbard & Kellner, LLCHollis$443.6 million3214Not listed(603) 465-7700lumbard.comadviserinfo.sec.gov
Northeast Planning Associates, Inc.Bedford$414 million1,509129Not listed(603) 471-0900paulhbrock.comadviserinfo.sec.gov
Grove Street Fiduciary, LLCPeterborough$413.2 million1,0664Not listed(603) 924-9939grovestreetfiduciary.comadviserinfo.sec.gov
Curbstone Financial Management Corp.Manchester$411.7 million65310Not listed(603) 624-8462curbstonefinancial.comadviserinfo.sec.gov
Sweeney Financial AdvisorsBedford$403.2 million8066Not listed(603) 625-8400adviserinfo.sec.gov
Cornerstone Financial Planning, LLCPortsmouth$400.7 million1,0256Not listed(603) 431-1133cornerstoneplanning.comadviserinfo.sec.gov
Three Bearings Fiduciary Advisors, Inc.Hampton$350.7 million5475Not listed(603) 926-1775adviserinfo.sec.gov
Aurelius Family Office, LLCBedford$315.3 million1678Not listed(603) 413-6060adviserinfo.sec.gov
Bexil Advisers LLCWalpole$306.6 million110Not listed(212) 785-0900bexil.comadviserinfo.sec.gov
Mardin Capital GroupRye$306.2 million6606Not listed(603) 766-4700mardincapitalgroup.comadviserinfo.sec.gov
American Trust Investment Advisors, LLCLebanon$303.5 million1934Not listed(603) 448-6415amertrust.comadviserinfo.sec.gov
The Foundry Financial Group, Inc.Laconia$284.2 million1,20611Not listed(603) 528-5171adviserinfo.sec.gov
Northstar Financial Planning, LLCWindham$275.8 million4866Not listed(603) 458-2776adviserinfo.sec.gov
Bluestone Wealth Management LLCKeene$272.9 million1182Not listed(603) 499-4737bluestonenh.comadviserinfo.sec.gov
Atlas Fiduciary Services, Inc.Concord$269.3 million1226Not listed(603) 581-7125afgplanning.comadviserinfo.sec.gov
Birch Financial GroupKeene$264.7 million6522Not listed(603) 338-3838adviserinfo.sec.gov
Brendel Financial Advisors LLCHanover$260.2 million7124Not listed(603) 643-4441brendelfinancial.comadviserinfo.sec.gov
Cohen Investment Advisors, LLCBedford$259.3 million91971(603) 232-8350investwithcohen.comadviserinfo.sec.gov
Robbins Farley LLCBedford$252.9 million7435Not listed(603) 703-0255adviserinfo.sec.gov
Blueline AdvisorsExeter$247.2 million5103Not listed(603) 418-0940blueline-advisors.comadviserinfo.sec.gov
Loudon Investment Management, LLCWest Lebanon$231.8 million1704Not listed(603) 298-7370loudoninv.comadviserinfo.sec.gov
Valpey Financial Services LLCConcord$226 million6164Not listed(603) 856-7945adviserinfo.sec.gov
Hager Investment Management Services, LLCNew London$221.6 million1783Not listed(603) 526-4099hagerinvestments.comadviserinfo.sec.gov
Ledgewood Wealth Advisors, LLCExeter$216.8 million2562Not listed(603) 773-0080ledgewoodwealth.comadviserinfo.sec.gov
Fairscale Capital, LLCNashua$207.8 million5343Not listed(603) 318-7337adviserinfo.sec.gov
Glenwood Investment Group, LLCManchester$199.4 million3724Not listed(603) 606-3391glenwoodinvestmentgroupfacebook.comadviserinfo.sec.gov
Davis Wealth AdvisorsSalem$197.1 million5576Not listed(603) 836-3477adviserinfo.sec.gov
Apex Wealth Management, LLCBedford$191.1 million2712Not listed(603) 488-2475apexwealthnh.comadviserinfo.sec.gov
Secure PlanningPortsmouth$187 million8465Not listed(603) 433-5515adviserinfo.sec.gov
Four Tree Island Advisory LLCPortsmouth$182.2 million1362Not listed(603) 427-8053fourtreeislandadvisory.comadviserinfo.sec.gov
Robert a. Zock & Co.,Inc.Sutton$175.1 million1001Not listed(603) 456-3106adviserinfo.sec.gov
The Eideard Group, LLCBedford$158.1 million16732(603) 471-9909eideardgroup.comadviserinfo.sec.gov
Peak Wealth Management LLCNashua$156.1 million4653Not listed(603) 488-2476adviserinfo.sec.gov
Bartley Financial Advisors, LLCBedford$151.6 million4975Not listed(603) 625-9900truthsocial.comadviserinfo.sec.gov
Granite State Retirement Planning, Inc.Bedford$143.2 million4541Not listed(603) 472-4447danhagler.comadviserinfo.sec.gov
Steele Street Capital LLCPortsmouth$140.5 million2513Not listed(207) 475-0060steelestreetcapital.comadviserinfo.sec.gov
The Wealth ConservatoryLebanon$138.4 million3594Not listed(800) 472-1844adviserinfo.sec.gov
Michael D. Taxman Investment ManagementHanover$137.5 million761Not listed(603) 643-1415adviserinfo.sec.gov
Financial Management Associates, LLCWindham$135.8 million3443Not listed(978) 687-2867fmallc.comadviserinfo.sec.gov
Middle Street Capital, LLCNewfields$132.1 million2481Not listed(603) 531-3773middlestreetcapital.comadviserinfo.sec.gov
JMH Wealth Management, LLCHanover$124.1 million2033Not listed(603) 643-8899jmhwealth.comadviserinfo.sec.gov
Gassman Financial LLCSalem$112.6 million4082Not listed(603) 898-3663adviserinfo.sec.gov
Bay Point Financial, LLCBedford$104.7 million3251Not listed(603) 626-6699bayptfin.comadviserinfo.sec.gov
Saltbox Financial LLCPortsmouth$104.6 million2125Not listed(978) 572-2071saltboxfinancial.coadviserinfo.sec.gov
Drew Wealth ManagementPortsmouth$102.3 million1902Not listed(603) 507-6344drewwealth.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.