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Data / Investment advisers / Serving corporations and other businesses / New Hampshire

Investment advisers in New Hampshire serving corporations and other businesses: 25 firms

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

25 SEC registered investment advisers with a main office in New Hampshire report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $148 million of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Mascoma Wealth Management.

The request: Every investment adviser in New Hampshire that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.

Get corporations and other businesses advisers in New HampshireWatch new advisers in New Hampshire

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.

  • 25Advisers
  • $148 millionAUM from this client type
  • 24Advisers over $100 million
  • November 2, 2026File date

Advisers in New Hampshire serving corporations and other businesses

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Mascoma Wealth ManagementHanover8$31.2 million$567.8 millionadviserinfo.sec.gov
Arca Wealth, LLCPortsmouth7$24.5 million$1.27 billionadviserinfo.sec.gov
CMH Wealth Management, LLCPortsmouth5$19.8 million$813.4 millionadviserinfo.sec.gov
Independence Financial Advisors, LLCFranklin32$18.3 million$463.8 millionadviserinfo.sec.gov
Wellesley Asset Management, Inc.Portsmouth9$10.2 million$1.99 billionadviserinfo.sec.gov
Arcadia Wealth Management, LLCManchester7$8.5 million$445.5 millionadviserinfo.sec.gov
Steele Street Capital LLCPortsmouth7$7.6 million$140.5 millionadviserinfo.sec.gov
Cohen Investment Advisors, LLCBedford8$6.6 million$259.3 millionadviserinfo.sec.gov
Eldridge Investment Advisors IncManchester3$4.1 million$814.3 millionadviserinfo.sec.gov
Nvest Financial, LLCPortsmouth1$4.1 million$688.3 millionadviserinfo.sec.gov
Ledgewood Wealth Advisors, LLCExeter5$3.6 million$216.8 millionadviserinfo.sec.gov
Affinity Investment Group, LLCExeterFewer than 5$2.8 million$595.1 millionadviserinfo.sec.gov
BcasBedford2$2.2 million$465.7 millionadviserinfo.sec.gov
Davis Wealth AdvisorsSalem2$1.3 million$197.1 millionadviserinfo.sec.gov
David Wendell Associates, Inc.PortsmouthFewer than 5$780,000$1.33 billionadviserinfo.sec.gov
Brendel Financial Advisors LLCHanover4$607,036$260.2 millionadviserinfo.sec.gov
Measured Wealth Private Client Group, LLCRye1$421,420$528.3 millionadviserinfo.sec.gov
Carlson InvestmentsConcord2$404,901$735.5 millionadviserinfo.sec.gov
Sweeney Financial AdvisorsBedfordFewer than 5$369,749$403.2 millionadviserinfo.sec.gov
Curbstone Financial Management Corp.Manchester1$364,371$411.7 millionadviserinfo.sec.gov
Bartley Financial Advisors, LLCBedfordFewer than 5$266,242$151.6 millionadviserinfo.sec.gov
Lumbard & Kellner, LLCHollis2$213,045$443.6 millionadviserinfo.sec.gov
Whitegate Investment Counselors, Inc.Concord1$1,325$545.4 millionadviserinfo.sec.gov
Option Research & Technology Services, LLCPortsmouth39Not listedNot listedadviserinfo.sec.gov
Prime Buchholz LLCPortsmouth2Not listed$14.07 billionadviserinfo.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.