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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Harbor Advisory Corporation | Portsmouth | $480.9 million | 395 | 3 | Not listed | (603) 431-5740 | harboradvisory.com | adviserinfo.sec.gov |
| Bcas | Bedford | $465.7 million | 631 | 7 | Not listed | (603) 668-4353 | adviserinfo.sec.gov | |
| Independence Financial Advisors, LLC | Franklin | $463.8 million | 3,065 | 11 | Not listed | (603) 934-4445 | ifa-nh.com | adviserinfo.sec.gov |
| Arcadia Wealth Management, LLC | Manchester | $445.5 million | 2,014 | 20 | Not listed | (603) 681-9190 | adviserinfo.sec.gov | |
| Lumbard & Kellner, LLC | Hollis | $443.6 million | 321 | 4 | Not listed | (603) 465-7700 | lumbard.com | adviserinfo.sec.gov |
| Northeast Planning Associates, Inc. | Bedford | $414 million | 1,509 | 129 | Not listed | (603) 471-0900 | paulhbrock.com | adviserinfo.sec.gov |
| Grove Street Fiduciary, LLC | Peterborough | $413.2 million | 1,066 | 4 | Not listed | (603) 924-9939 | grovestreetfiduciary.com | adviserinfo.sec.gov |
| Curbstone Financial Management Corp. | Manchester | $411.7 million | 653 | 10 | Not listed | (603) 624-8462 | curbstonefinancial.com | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | $403.2 million | 806 | 6 | Not listed | (603) 625-8400 | adviserinfo.sec.gov | |
| Cornerstone Financial Planning, LLC | Portsmouth | $400.7 million | 1,025 | 6 | Not listed | (603) 431-1133 | cornerstoneplanning.com | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | $350.7 million | 547 | 5 | Not listed | (603) 926-1775 | adviserinfo.sec.gov | |
| Aurelius Family Office, LLC | Bedford | $315.3 million | 167 | 8 | Not listed | (603) 413-6060 | adviserinfo.sec.gov | |
| Bexil Advisers LLC | Walpole | $306.6 million | 1 | 10 | Not listed | (212) 785-0900 | bexil.com | adviserinfo.sec.gov |
| Mardin Capital Group | Rye | $306.2 million | 660 | 6 | Not listed | (603) 766-4700 | mardincapitalgroup.com | adviserinfo.sec.gov |
| American Trust Investment Advisors, LLC | Lebanon | $303.5 million | 193 | 4 | Not listed | (603) 448-6415 | amertrust.com | adviserinfo.sec.gov |
| The Foundry Financial Group, Inc. | Laconia | $284.2 million | 1,206 | 11 | Not listed | (603) 528-5171 | adviserinfo.sec.gov | |
| Northstar Financial Planning, LLC | Windham | $275.8 million | 486 | 6 | Not listed | (603) 458-2776 | adviserinfo.sec.gov | |
| Bluestone Wealth Management LLC | Keene | $272.9 million | 118 | 2 | Not listed | (603) 499-4737 | bluestonenh.com | adviserinfo.sec.gov |
| Atlas Fiduciary Services, Inc. | Concord | $269.3 million | 122 | 6 | Not listed | (603) 581-7125 | afgplanning.com | adviserinfo.sec.gov |
| Birch Financial Group | Keene | $264.7 million | 652 | 2 | Not listed | (603) 338-3838 | adviserinfo.sec.gov | |
| Brendel Financial Advisors LLC | Hanover | $260.2 million | 712 | 4 | Not listed | (603) 643-4441 | brendelfinancial.com | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 919 | 7 | 1 | (603) 232-8350 | investwithcohen.com | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | $252.9 million | 743 | 5 | Not listed | (603) 703-0255 | adviserinfo.sec.gov | |
| Blueline Advisors | Exeter | $247.2 million | 510 | 3 | Not listed | (603) 418-0940 | blueline-advisors.com | adviserinfo.sec.gov |
| Loudon Investment Management, LLC | West Lebanon | $231.8 million | 170 | 4 | Not listed | (603) 298-7370 | loudoninv.com | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | $226 million | 616 | 4 | Not listed | (603) 856-7945 | adviserinfo.sec.gov | |
| Hager Investment Management Services, LLC | New London | $221.6 million | 178 | 3 | Not listed | (603) 526-4099 | hagerinvestments.com | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | $216.8 million | 256 | 2 | Not listed | (603) 773-0080 | ledgewoodwealth.com | adviserinfo.sec.gov |
| Fairscale Capital, LLC | Nashua | $207.8 million | 534 | 3 | Not listed | (603) 318-7337 | adviserinfo.sec.gov | |
| Glenwood Investment Group, LLC | Manchester | $199.4 million | 372 | 4 | Not listed | (603) 606-3391 | glenwoodinvestmentgroupfacebook.com | adviserinfo.sec.gov |
| Davis Wealth Advisors | Salem | $197.1 million | 557 | 6 | Not listed | (603) 836-3477 | adviserinfo.sec.gov | |
| Apex Wealth Management, LLC | Bedford | $191.1 million | 271 | 2 | Not listed | (603) 488-2475 | apexwealthnh.com | adviserinfo.sec.gov |
| Secure Planning | Portsmouth | $187 million | 846 | 5 | Not listed | (603) 433-5515 | adviserinfo.sec.gov | |
| Four Tree Island Advisory LLC | Portsmouth | $182.2 million | 136 | 2 | Not listed | (603) 427-8053 | fourtreeislandadvisory.com | adviserinfo.sec.gov |
| Robert a. Zock & Co.,Inc. | Sutton | $175.1 million | 100 | 1 | Not listed | (603) 456-3106 | adviserinfo.sec.gov | |
| The Eideard Group, LLC | Bedford | $158.1 million | 167 | 3 | 2 | (603) 471-9909 | eideardgroup.com | adviserinfo.sec.gov |
| Peak Wealth Management LLC | Nashua | $156.1 million | 465 | 3 | Not listed | (603) 488-2476 | adviserinfo.sec.gov | |
| Bartley Financial Advisors, LLC | Bedford | $151.6 million | 497 | 5 | Not listed | (603) 625-9900 | truthsocial.com | adviserinfo.sec.gov |
| Granite State Retirement Planning, Inc. | Bedford | $143.2 million | 454 | 1 | Not listed | (603) 472-4447 | danhagler.com | adviserinfo.sec.gov |
| Steele Street Capital LLC | Portsmouth | $140.5 million | 251 | 3 | Not listed | (207) 475-0060 | steelestreetcapital.com | adviserinfo.sec.gov |
| The Wealth Conservatory | Lebanon | $138.4 million | 359 | 4 | Not listed | (800) 472-1844 | adviserinfo.sec.gov | |
| Michael D. Taxman Investment Management | Hanover | $137.5 million | 76 | 1 | Not listed | (603) 643-1415 | adviserinfo.sec.gov | |
| Financial Management Associates, LLC | Windham | $135.8 million | 344 | 3 | Not listed | (978) 687-2867 | fmallc.com | adviserinfo.sec.gov |
| Middle Street Capital, LLC | Newfields | $132.1 million | 248 | 1 | Not listed | (603) 531-3773 | middlestreetcapital.com | adviserinfo.sec.gov |
| JMH Wealth Management, LLC | Hanover | $124.1 million | 203 | 3 | Not listed | (603) 643-8899 | jmhwealth.com | adviserinfo.sec.gov |
| Gassman Financial LLC | Salem | $112.6 million | 408 | 2 | Not listed | (603) 898-3663 | adviserinfo.sec.gov | |
| Bay Point Financial, LLC | Bedford | $104.7 million | 325 | 1 | Not listed | (603) 626-6699 | bayptfin.com | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | $104.6 million | 212 | 5 | Not listed | (978) 572-2071 | saltboxfinancial.co | adviserinfo.sec.gov |
| Drew Wealth Management | Portsmouth | $102.3 million | 190 | 2 | Not listed | (603) 507-6344 | drewwealth.com | adviserinfo.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.