Data / Investment advisers / Serving charitable organizations / New Hampshire
Investment advisers in New Hampshire serving charitable organizations: 34 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
34 SEC registered investment advisers with a main office in New Hampshire report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $11.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Prime Buchholz LLC.
The request: Every investment adviser in New Hampshire that serves charitable organizations, with AUM, phone and website. $10 of work on sign-up, no card.
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- 34Advisers
- $11.9 billionAUM from this client type
- 34Advisers over $100 million
- November 2, 2026File date
Advisers in New Hampshire serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Prime Buchholz LLC | Portsmouth | 206 | $11.16 billion | $14.07 billion | adviserinfo.sec.gov |
| American Trust Investment Advisors, LLC | Lebanon | 33 | $203.2 million | $303.5 million | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | 17 | $122 million | $1.33 billion | adviserinfo.sec.gov |
| Mascoma Wealth Management | Hanover | 29 | $48.2 million | $567.8 million | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | 12 | $44.1 million | $1.99 billion | adviserinfo.sec.gov |
| The Lyme Timber Company LLC | Hanover | Fewer than 5 | $35.4 million | $773.9 million | adviserinfo.sec.gov |
| Bcas | Bedford | 3 | $32.9 million | $465.7 million | adviserinfo.sec.gov |
| Curbstone Financial Management Corp. | Manchester | 7 | $27.8 million | $411.7 million | adviserinfo.sec.gov |
| Robert a. Zock & Co.,Inc. | Sutton | Fewer than 5 | $26.6 million | $175.1 million | adviserinfo.sec.gov |
| Affinity Investment Group, LLC | Exeter | Fewer than 5 | $21.8 million | $595.1 million | adviserinfo.sec.gov |
| Lumbard & Kellner, LLC | Hollis | 3 | $21.5 million | $443.6 million | adviserinfo.sec.gov |
| Eldridge Investment Advisors Inc | Manchester | 5 | $17.9 million | $814.3 million | adviserinfo.sec.gov |
| Loudon Investment Management, LLC | West Lebanon | 1 | $12.2 million | $231.8 million | adviserinfo.sec.gov |
| Nvest Financial, LLC | Portsmouth | 9 | $12.2 million | $688.3 million | adviserinfo.sec.gov |
| Hager Investment Management Services, LLC | New London | 7 | $10.8 million | $221.6 million | adviserinfo.sec.gov |
| CMH Wealth Management, LLC | Portsmouth | 12 | $9.8 million | $813.4 million | adviserinfo.sec.gov |
| Atlas Fiduciary Services, Inc. | Concord | Fewer than 5 | $7.8 million | $269.3 million | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | Fewer than 5 | $6.8 million | $104.6 million | adviserinfo.sec.gov |
| Carlson Investments | Concord | 4 | $6.6 million | $735.5 million | adviserinfo.sec.gov |
| The Harbor Group, Inc. | Bedford | Fewer than 5 | $4.4 million | $2.00 billion | adviserinfo.sec.gov |
| Whitegate Investment Counselors, Inc. | Concord | 2 | $4.3 million | $545.4 million | adviserinfo.sec.gov |
| Financial Management Associates, LLC | Windham | Fewer than 5 | $3.5 million | $135.8 million | adviserinfo.sec.gov |
| Bartley Financial Advisors, LLC | Bedford | Fewer than 5 | $2.6 million | $151.6 million | adviserinfo.sec.gov |
| Milestone Financial Planning, LLC | Bedford | Fewer than 5 | $2.1 million | $590.3 million | adviserinfo.sec.gov |
| Blueline Advisors | Exeter | Fewer than 5 | $1.9 million | $247.2 million | adviserinfo.sec.gov |
| The Wealth Conservatory | Lebanon | 3 | $1.8 million | $138.4 million | adviserinfo.sec.gov |
| Middle Street Capital, LLC | Newfields | 1 | $1.8 million | $132.1 million | adviserinfo.sec.gov |
| Grove Street Fiduciary, LLC | Peterborough | 5 | $810,014 | $413.2 million | adviserinfo.sec.gov |
| JMH Wealth Management, LLC | Hanover | 1 | $718,530 | $124.1 million | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | 2 | $557,740 | $350.7 million | adviserinfo.sec.gov |
| Brophy Wealth Management, LLC | Bedford | Fewer than 5 | $455,045 | $532.5 million | adviserinfo.sec.gov |
| Glenwood Investment Group, LLC | Manchester | 2 | $307,268 | $199.4 million | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | Fewer than 5 | $274,334 | $216.8 million | adviserinfo.sec.gov |
| Arca Wealth, LLC | Portsmouth | Fewer than 5 | $226,467 | $1.27 billion | 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.