Data / Investment advisers / Serving pension and profit sharing plans / New Hampshire
Investment advisers in New Hampshire serving pension and profit sharing plans: 32 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
32 SEC registered investment advisers with a main office in New Hampshire report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $1.6 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Atlas Fiduciary Services, Inc.
The request: Every investment adviser in New Hampshire that serves pension and profit sharing plans, with AUM, phone and website. $10 of work on sign-up, no card.
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- 32Advisers
- $1.6 billionAUM from this client type
- 31Advisers over $100 million
- November 2, 2026File date
Advisers in New Hampshire serving pension and profit sharing plans
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 |
|---|
| Atlas Fiduciary Services, Inc. | Concord | 11 | $223.6 million | $269.3 million | adviserinfo.sec.gov |
| Carlson Investments | Concord | 4 | $189.8 million | $735.5 million | adviserinfo.sec.gov |
| Eldridge Investment Advisors Inc | Manchester | 20 | $179.1 million | $814.3 million | adviserinfo.sec.gov |
| Conservation Resource Partners, LLC | Exeter | Fewer than 5 | $158.6 million | $822.1 million | adviserinfo.sec.gov |
| Prime Buchholz LLC | Portsmouth | 2 | $154.4 million | $14.07 billion | adviserinfo.sec.gov |
| Bcas | Bedford | 20 | $135.2 million | $465.7 million | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | 22 | $126.5 million | $1.99 billion | adviserinfo.sec.gov |
| Arca Wealth, LLC | Portsmouth | 6 | $114.1 million | $1.27 billion | adviserinfo.sec.gov |
| David Wendell Associates, Inc. | Portsmouth | Fewer than 5 | $88.2 million | $1.33 billion | adviserinfo.sec.gov |
| Steele Street Capital LLC | Portsmouth | 15 | $45.4 million | $140.5 million | adviserinfo.sec.gov |
| Measured Wealth Private Client Group, LLC | Rye | 4 | $30.8 million | $528.3 million | adviserinfo.sec.gov |
| Independence Financial Advisors, LLC | Franklin | 5 | $29.9 million | $463.8 million | adviserinfo.sec.gov |
| Summit Wealth Group LLC | Exeter | 11 | $17.5 million | $761.9 million | adviserinfo.sec.gov |
| Affinity Investment Group, LLC | Exeter | 10 | $12.4 million | $595.1 million | adviserinfo.sec.gov |
| Aurelius Family Office, LLC | Bedford | 2 | $10.8 million | $315.3 million | adviserinfo.sec.gov |
| The Foundry Financial Group, Inc. | Laconia | 2 | $9.1 million | $284.2 million | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | 11 | $8.8 million | $403.2 million | adviserinfo.sec.gov |
| The Harbor Group, Inc. | Bedford | Fewer than 5 | $7.9 million | $2.00 billion | adviserinfo.sec.gov |
| Davis Wealth Advisors | Salem | 3 | $7.6 million | $197.1 million | adviserinfo.sec.gov |
| Bartley Financial Advisors, LLC | Bedford | Fewer than 5 | $6.7 million | $151.6 million | adviserinfo.sec.gov |
| The Eideard Group, LLC | Bedford | Fewer than 5 | $6.7 million | $158.1 million | adviserinfo.sec.gov |
| Bay Point Financial, LLC | Bedford | 6 | $5.3 million | $104.7 million | adviserinfo.sec.gov |
| Harbor Advisory Corporation | Portsmouth | Fewer than 5 | $4.6 million | $480.9 million | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | Fewer than 5 | $4.5 million | $252.9 million | adviserinfo.sec.gov |
| Peak Wealth Management LLC | Nashua | Fewer than 5 | $3.8 million | $156.1 million | adviserinfo.sec.gov |
| Northstar Financial Planning, LLC | Windham | Fewer than 5 | $3.8 million | $275.8 million | adviserinfo.sec.gov |
| Granite Value Capital, LLC | Hanover | 1 | $3.7 million | $98.9 million | adviserinfo.sec.gov |
| Mascoma Wealth Management | Hanover | 2 | $3.2 million | $567.8 million | adviserinfo.sec.gov |
| Arcadia Wealth Management, LLC | Manchester | 7 | $497,799 | $445.5 million | adviserinfo.sec.gov |
| Nvest Financial, LLC | Portsmouth | Fewer than 5 | $487,217 | $688.3 million | adviserinfo.sec.gov |
| Curbstone Financial Management Corp. | Manchester | 2 | $284,079 | $411.7 million | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | 5 | $282,274 | $259.3 million | 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.