Data / Investment advisers / Serving individuals / New Hampshire
Investment advisers in New Hampshire serving individuals: 68 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
68 SEC registered investment advisers with a main office in New Hampshire report individuals among their clients in Form ADV item 5.D, and together they attribute $4.9 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Wellesley Asset Management, Inc.
The request: Every investment adviser in New Hampshire that serves 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.
- 68Advisers
- $4.9 billionAUM from this client type
- 63Advisers over $100 million
- November 2, 2026File date
Advisers in New Hampshire serving 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 |
|---|
| Wellesley Asset Management, Inc. | Portsmouth | 958 | $393.9 million | $1.99 billion | adviserinfo.sec.gov |
| Northeast Planning Associates, Inc. | Bedford | 886 | $341.5 million | $414 million | adviserinfo.sec.gov |
| Independence Financial Advisors, LLC | Franklin | 2,695 | $322 million | $463.8 million | adviserinfo.sec.gov |
| Mardin Capital Group | Rye | 80 | $234 million | $306.2 million | adviserinfo.sec.gov |
| Arcadia Wealth Management, LLC | Manchester | 561 | $222.2 million | $445.5 million | adviserinfo.sec.gov |
| Nvest Financial, LLC | Portsmouth | 607 | $203.8 million | $688.3 million | adviserinfo.sec.gov |
| Loudon Investment Management, LLC | West Lebanon | 39 | $202.3 million | $231.8 million | adviserinfo.sec.gov |
| Arca Wealth, LLC | Portsmouth | 671 | $194.7 million | $1.27 billion | adviserinfo.sec.gov |
| The Harbor Group, Inc. | Bedford | 244 | $188 million | $2.00 billion | adviserinfo.sec.gov |
| Essential Planning, LLC | Portsmouth | 410 | $185 million | $524.4 million | adviserinfo.sec.gov |
| Mascoma Wealth Management | Hanover | 300 | $159.4 million | $567.8 million | adviserinfo.sec.gov |
| Measured Wealth Private Client Group, LLC | Rye | 502 | $133.4 million | $528.3 million | adviserinfo.sec.gov |
| Secure Planning | Portsmouth | 510 | $122.7 million | $187 million | adviserinfo.sec.gov |
| Carlson Investments | Concord | 243 | $121.4 million | $735.5 million | adviserinfo.sec.gov |
| Eldridge Investment Advisors Inc | Manchester | 330 | $96.3 million | $814.3 million | adviserinfo.sec.gov |
| Glenwood Investment Group, LLC | Manchester | 319 | $94.3 million | $199.4 million | adviserinfo.sec.gov |
| Brophy Wealth Management, LLC | Bedford | 243 | $91.8 million | $532.5 million | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | 234 | $89.5 million | $1.33 billion | adviserinfo.sec.gov |
| Summit Wealth Group LLC | Exeter | 222 | $88.5 million | $761.9 million | adviserinfo.sec.gov |
| Affinity Investment Group, LLC | Exeter | 222 | $74.4 million | $595.1 million | adviserinfo.sec.gov |
| Gassman Financial LLC | Salem | 270 | $74 million | $112.6 million | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | 155 | $53.4 million | $259.3 million | adviserinfo.sec.gov |
| Brendel Financial Advisors LLC | Hanover | 248 | $53.4 million | $260.2 million | adviserinfo.sec.gov |
| CMH Wealth Management, LLC | Portsmouth | 116 | $51.4 million | $813.4 million | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | 147 | $51 million | $403.2 million | adviserinfo.sec.gov |
| Capital Design Private Wealth LLC | Portsmouth | 219 | $50 million | $96 million | adviserinfo.sec.gov |
| Grove Street Fiduciary, LLC | Peterborough | 108 | $49.6 million | $413.2 million | adviserinfo.sec.gov |
| Granite State Retirement Planning, Inc. | Bedford | 84 | $48.3 million | $143.2 million | adviserinfo.sec.gov |
| Milestone Financial Planning, LLC | Bedford | 77 | $48 million | $590.3 million | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | 172 | $47.7 million | $252.9 million | adviserinfo.sec.gov |
| Bcas | Bedford | 143 | $46.2 million | $465.7 million | adviserinfo.sec.gov |
| Northstar Financial Planning, LLC | Windham | 80 | $46.1 million | $275.8 million | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | 117 | $45 million | $226 million | adviserinfo.sec.gov |
| Birch Financial Group | Keene | 125 | $44.7 million | $264.7 million | adviserinfo.sec.gov |
| Bay Point Financial, LLC | Bedford | 150 | $43.7 million | $104.7 million | adviserinfo.sec.gov |
| Hager Investment Management Services, LLC | New London | 103 | $39.2 million | $221.6 million | adviserinfo.sec.gov |
| The Foundry Financial Group, Inc. | Laconia | 149 | $34.8 million | $284.2 million | adviserinfo.sec.gov |
| Bartley Financial Advisors, LLC | Bedford | 52 | $32.9 million | $151.6 million | adviserinfo.sec.gov |
| Cornerstone Financial Planning, LLC | Portsmouth | 80 | $32.7 million | $400.7 million | adviserinfo.sec.gov |
| Fairscale Capital, LLC | Nashua | 122 | $32.4 million | $207.8 million | adviserinfo.sec.gov |
| Curbstone Financial Management Corp. | Manchester | 118 | $31.6 million | $411.7 million | adviserinfo.sec.gov |
| Aurelius Family Office, LLC | Bedford | 81 | $31 million | $315.3 million | adviserinfo.sec.gov |
| Financial Management Associates, LLC | Windham | 202 | $28.1 million | $135.8 million | adviserinfo.sec.gov |
| Blueline Advisors | Exeter | 96 | $27.5 million | $247.2 million | adviserinfo.sec.gov |
| Lumbard & Kellner, LLC | Hollis | 67 | $25.1 million | $443.6 million | adviserinfo.sec.gov |
| Granite Value Capital, LLC | Hanover | 38 | $24.3 million | $98.9 million | adviserinfo.sec.gov |
| The Wealth Conservatory | Lebanon | 63 | $21.4 million | $138.4 million | adviserinfo.sec.gov |
| Drew Wealth Management | Portsmouth | 39 | $20.9 million | $102.3 million | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | 84 | $20.9 million | $350.7 million | adviserinfo.sec.gov |
| American Trust Investment Advisors, LLC | Lebanon | 44 | $20.7 million | $303.5 million | adviserinfo.sec.gov |
| Atlas Fiduciary Services, Inc. | Concord | 111 | $20.1 million | $269.3 million | adviserinfo.sec.gov |
| Harbor Advisory Corporation | Portsmouth | 45 | $19.8 million | $480.9 million | adviserinfo.sec.gov |
| Peak Wealth Management LLC | Nashua | 141 | $18.1 million | $156.1 million | adviserinfo.sec.gov |
| JMH Wealth Management, LLC | Hanover | 47 | $16.9 million | $124.1 million | adviserinfo.sec.gov |
| Middle Street Capital, LLC | Newfields | 38 | $16.1 million | $132.1 million | adviserinfo.sec.gov |
| Apex Wealth Management, LLC | Bedford | 22 | $13.2 million | $191.1 million | adviserinfo.sec.gov |
| Steele Street Capital LLC | Portsmouth | 48 | $12.9 million | $140.5 million | adviserinfo.sec.gov |
| Whitegate Investment Counselors, Inc. | Concord | 60 | $12.7 million | $545.4 million | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | 43 | $12.3 million | $216.8 million | adviserinfo.sec.gov |
| Four Tree Island Advisory LLC | Portsmouth | 18 | $10 million | $182.2 million | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | 19 | $8 million | $104.6 million | adviserinfo.sec.gov |
| Robert a. Zock & Co.,Inc. | Sutton | 10 | $5.6 million | $175.1 million | adviserinfo.sec.gov |
| Davis Wealth Advisors | Salem | 15 | $4.3 million | $197.1 million | adviserinfo.sec.gov |
| Michael D. Taxman Investment Management | Hanover | 10 | $3.6 million | $137.5 million | adviserinfo.sec.gov |
| Sooner Private Financial LLC | Salem | 57 | $3.5 million | $9 million | adviserinfo.sec.gov |
| Futuremoney RIA | Manchester | 35,072 | $1.6 million | $1.6 million | adviserinfo.sec.gov |
| Bluestone Wealth Management LLC | Keene | 7 | $692,168 | $272.9 million | adviserinfo.sec.gov |
| Option Research & Technology Services, LLC | Portsmouth | 1,641 | 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.