Data / Investment advisers / Serving high net worth individuals / New Hampshire
Investment advisers in New Hampshire serving high net worth individuals: 70 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
70 SEC registered investment advisers with a main office in New Hampshire report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $22.9 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 high net worth individuals, with AUM, 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.
- 70Advisers
- $22.9 billionAUM from this client type
- 66Advisers over $100 million
- November 2, 2026File date
Advisers in New Hampshire serving high net worth individuals
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 | 29 | $2.69 billion | $14.07 billion | adviserinfo.sec.gov |
| Tide Cycle Resources LLC | Portsmouth | 1 | $1.85 billion | $1.85 billion | adviserinfo.sec.gov |
| The Harbor Group, Inc. | Bedford | 456 | $1.80 billion | $2.00 billion | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | 208 | $988.2 million | $1.33 billion | adviserinfo.sec.gov |
| Arca Wealth, LLC | Portsmouth | 437 | $936.1 million | $1.27 billion | adviserinfo.sec.gov |
| CMH Wealth Management, LLC | Portsmouth | 193 | $732.4 million | $813.4 million | adviserinfo.sec.gov |
| Summit Wealth Group LLC | Exeter | 223 | $655.8 million | $761.9 million | adviserinfo.sec.gov |
| Milestone Financial Planning, LLC | Bedford | 180 | $540.2 million | $590.3 million | adviserinfo.sec.gov |
| Whitegate Investment Counselors, Inc. | Concord | 76 | $528.4 million | $545.4 million | adviserinfo.sec.gov |
| Eldridge Investment Advisors Inc | Manchester | 329 | $516.9 million | $814.3 million | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | 288 | $487.1 million | $1.99 billion | adviserinfo.sec.gov |
| Affinity Investment Group, LLC | Exeter | 239 | $483.7 million | $595.1 million | adviserinfo.sec.gov |
| Nvest Financial, LLC | Portsmouth | 192 | $467.7 million | $688.3 million | adviserinfo.sec.gov |
| Harbor Advisory Corporation | Portsmouth | 99 | $456.5 million | $480.9 million | adviserinfo.sec.gov |
| Brophy Wealth Management, LLC | Bedford | 148 | $440.2 million | $532.5 million | adviserinfo.sec.gov |
| Carlson Investments | Concord | 107 | $417.3 million | $735.5 million | adviserinfo.sec.gov |
| Lumbard & Kellner, LLC | Hollis | 249 | $396.9 million | $443.6 million | adviserinfo.sec.gov |
| Cornerstone Financial Planning, LLC | Portsmouth | 167 | $368 million | $400.7 million | adviserinfo.sec.gov |
| Measured Wealth Private Client Group, LLC | Rye | 131 | $363.7 million | $528.3 million | adviserinfo.sec.gov |
| Grove Street Fiduciary, LLC | Peterborough | 184 | $362.8 million | $413.2 million | adviserinfo.sec.gov |
| Curbstone Financial Management Corp. | Manchester | 149 | $351.7 million | $411.7 million | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | 100 | $343 million | $403.2 million | adviserinfo.sec.gov |
| Essential Planning, LLC | Portsmouth | 163 | $339.5 million | $524.4 million | adviserinfo.sec.gov |
| Mascoma Wealth Management | Hanover | 122 | $301.7 million | $567.8 million | adviserinfo.sec.gov |
| Aurelius Family Office, LLC | Bedford | 84 | $273.5 million | $315.3 million | adviserinfo.sec.gov |
| Bluestone Wealth Management LLC | Keene | 30 | $272.2 million | $272.9 million | adviserinfo.sec.gov |
| Bcas | Bedford | 126 | $249.4 million | $465.7 million | adviserinfo.sec.gov |
| The Foundry Financial Group, Inc. | Laconia | 145 | $240.4 million | $284.2 million | adviserinfo.sec.gov |
| Northstar Financial Planning, LLC | Windham | 92 | $225.8 million | $275.8 million | adviserinfo.sec.gov |
| Birch Financial Group | Keene | 67 | $219.9 million | $264.7 million | adviserinfo.sec.gov |
| Arcadia Wealth Management, LLC | Manchester | 94 | $214.4 million | $445.5 million | adviserinfo.sec.gov |
| Brendel Financial Advisors LLC | Hanover | 73 | $206.1 million | $260.2 million | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | 91 | $200.6 million | $252.9 million | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | 50 | $200.6 million | $216.8 million | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | 82 | $198.8 million | $259.3 million | adviserinfo.sec.gov |
| Davis Wealth Advisors | Salem | 72 | $183.9 million | $197.1 million | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | 73 | $183.2 million | $350.7 million | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | 69 | $181 million | $226 million | adviserinfo.sec.gov |
| Apex Wealth Management, LLC | Bedford | 92 | $177.9 million | $191.1 million | adviserinfo.sec.gov |
| Fairscale Capital, LLC | Nashua | 55 | $172.6 million | $207.8 million | adviserinfo.sec.gov |
| Hager Investment Management Services, LLC | New London | 68 | $171.5 million | $221.6 million | adviserinfo.sec.gov |
| Four Tree Island Advisory LLC | Portsmouth | 35 | $163.4 million | $182.2 million | adviserinfo.sec.gov |
| Blueline Advisors | Exeter | 52 | $160.9 million | $247.2 million | adviserinfo.sec.gov |
| The Eideard Group, LLC | Bedford | 25 | $148.5 million | $158.1 million | adviserinfo.sec.gov |
| Robert a. Zock & Co.,Inc. | Sutton | 86 | $142.9 million | $175.1 million | adviserinfo.sec.gov |
| Peak Wealth Management LLC | Nashua | 67 | $134.2 million | $156.1 million | adviserinfo.sec.gov |
| Michael D. Taxman Investment Management | Hanover | 17 | $133.9 million | $137.5 million | adviserinfo.sec.gov |
| The Wealth Conservatory | Lebanon | 58 | $115.3 million | $138.4 million | adviserinfo.sec.gov |
| Middle Street Capital, LLC | Newfields | 41 | $114.3 million | $132.1 million | adviserinfo.sec.gov |
| Bartley Financial Advisors, LLC | Bedford | 46 | $109.1 million | $151.6 million | adviserinfo.sec.gov |
| JMH Wealth Management, LLC | Hanover | 32 | $106.5 million | $124.1 million | adviserinfo.sec.gov |
| Glenwood Investment Group, LLC | Manchester | 51 | $104.8 million | $199.4 million | adviserinfo.sec.gov |
| Financial Management Associates, LLC | Windham | 141 | $104.2 million | $135.8 million | adviserinfo.sec.gov |
| Granite State Retirement Planning, Inc. | Bedford | 44 | $94.9 million | $143.2 million | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | 31 | $89.7 million | $104.6 million | adviserinfo.sec.gov |
| Independence Financial Advisors, LLC | Franklin | 39 | $84.6 million | $463.8 million | adviserinfo.sec.gov |
| Drew Wealth Management | Portsmouth | 42 | $81.4 million | $102.3 million | adviserinfo.sec.gov |
| American Trust Investment Advisors, LLC | Lebanon | 39 | $79.5 million | $303.5 million | adviserinfo.sec.gov |
| Steele Street Capital LLC | Portsmouth | 31 | $74.5 million | $140.5 million | adviserinfo.sec.gov |
| Northeast Planning Associates, Inc. | Bedford | 73 | $72.5 million | $414 million | adviserinfo.sec.gov |
| Mardin Capital Group | Rye | 158 | $72.1 million | $306.2 million | adviserinfo.sec.gov |
| Granite Value Capital, LLC | Hanover | 31 | $70.9 million | $98.9 million | adviserinfo.sec.gov |
| Secure Planning | Portsmouth | 19 | $64.4 million | $187 million | adviserinfo.sec.gov |
| Bay Point Financial, LLC | Bedford | 20 | $55.7 million | $104.7 million | adviserinfo.sec.gov |
| Capital Design Private Wealth LLC | Portsmouth | 45 | $46 million | $96 million | adviserinfo.sec.gov |
| Gassman Financial LLC | Salem | 37 | $38.5 million | $112.6 million | adviserinfo.sec.gov |
| Atlas Fiduciary Services, Inc. | Concord | 10 | $17.8 million | $269.3 million | adviserinfo.sec.gov |
| Loudon Investment Management, LLC | West Lebanon | 36 | $17.3 million | $231.8 million | adviserinfo.sec.gov |
| Sooner Private Financial LLC | Salem | Fewer than 5 | $5.5 million | $9 million | adviserinfo.sec.gov |
| Option Research & Technology Services, LLC | Portsmouth | 107 | Not listed | Not listed | 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.