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Data / Investment advisers / New Hampshire / Portsmouth

Investment advisers in Portsmouth, NH: 21 firms, $35.5 billion in AUM

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

21 investment advisers have their main office in Portsmouth, New Hampshire: 19 SEC registered and 2 exempt reporting. The registered advisers report $35.5 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Prime Buchholz LLC with $14.1 billion.

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

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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.

  • 21Advisers
  • 19SEC registered
  • 2Exempt reporting
  • $35.5 billionTotal AUM
  • 17Advisers over $100 million
  • 4Manage 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
Prime Buchholz LLCPortsmouth$14.07 billion85127Not listed(603) 433-1143primebuchholz.comadviserinfo.sec.gov
Impax Asset Management LLCPortsmouth$8.94 billion2793Not listed(603) 431-8022impaxam.comadviserinfo.sec.gov
Matrix Capital Management Company, LPPortsmouth$2.32 billion472(603) 956-9151adviserinfo.sec.gov
Wellesley Asset Management, Inc.Portsmouth$1.99 billion1,956301(781) 416-4000wellesleyassetmanagement.comadviserinfo.sec.gov
Tide Cycle Resources LLCPortsmouth$1.85 billion13Not listed(207) 752-7970adviserinfo.sec.gov
David Wendell Associates, Inc.Portsmouth$1.33 billion4655Not listed(603) 427-0200davidwendell.comadviserinfo.sec.gov
Arca Wealth, LLCPortsmouth$1.27 billion4,90928Not listed(603) 610-8881adviserinfo.sec.gov
CMH Wealth Management, LLCPortsmouth$813.4 million7049Not listed(603) 379-8161adviserinfo.sec.gov
Nvest Financial, LLCPortsmouth$688.3 million2,06616Not listed(207) 985-8585adviserinfo.sec.gov
Essential Planning, LLCPortsmouth$524.4 million2,20712Not listed(603) 427-5164essential-planning.comadviserinfo.sec.gov
Harbor Advisory CorporationPortsmouth$480.9 million3953Not listed(603) 431-5740harboradvisory.comadviserinfo.sec.gov
Cornerstone Financial Planning, LLCPortsmouth$400.7 million1,0256Not listed(603) 431-1133cornerstoneplanning.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
Steele Street Capital LLCPortsmouth$140.5 million2513Not listed(207) 475-0060steelestreetcapital.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
Capital Design Private Wealth LLCPortsmouth$96 million4802Not listed(603) 610-8290capitaldesignpw.comadviserinfo.sec.gov
Sip Global Opportunity Manager LLCPortsmouthNot listedNot listedNot listed4(603) 825-3150sipgp.comadviserinfo.sec.gov
Sip CapitalPortsmouthNot listedNot listedNot listed1(603) 825-3150sipcapital.vcadviserinfo.sec.gov
Option Research & Technology Services, LLCPortsmouthNot listed05Not listed(312) 986-1060orats.comadviserinfo.sec.gov

Advisers in Portsmouth that manage private funds

4 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Sip Global Opportunity Manager LLCPortsmouthNH4Not listedNot listed4Not listed$97.6 millionNot listedadviserinfo.sec.gov
Matrix Capital Management Company, LPPortsmouthNH211Not listedNot listed$2.32 billion$2.32 billionadviserinfo.sec.gov
Wellesley Asset Management, Inc.PortsmouthNH11Not listedNot listedNot listed$137.7 million$1.99 billionadviserinfo.sec.gov
Sip CapitalPortsmouthNH1Not listedNot listed1Not listed$130.6 millionNot listedadviserinfo.sec.gov

Newest SEC registrations in Portsmouth

2 advisers with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Drew Wealth ManagementPortsmouthNHOctober 29, 2026$102.3 milliondrewwealth.comadviserinfo.sec.gov
Saltbox Financial LLCPortsmouthNHAugust 5, 2026$104.6 millionsaltboxfinancial.coadviserinfo.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.