Data / Investment advisers / New Hampshire / Blueline Advisors
Blueline Advisors, Exeter, NH: $247 million AUM, SEC registered investment adviser
Blueline Advisors is an SEC registered investment adviser with its main office in Exeter, New Hampshire and reports $247 million in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include high net worth individuals, other investment advisers and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 164642
- SEC file number
- 801-91171
- SEC status
- Approved, effective April 20, 2015
- Legal name
- Blueline Advisors LLC
- Main office
- 99 Water Street Suite 3, Exeter, NH 03833
- Phone
- (603) 418-0940
- Website
- blueline-advisors.com
- Regulatory AUM
- $247,237,600 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $138,997,722
- Non discretionary AUM
- $108,239,878
- Accounts
- 510
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 52 | $160.9 million |
| Other investment advisers | Fewer than 5 | $56.9 million |
| Individuals (other than high net worth individuals) | 96 | $27.5 million |
| Charitable organizations | Fewer than 5 | $1.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $247.2 million | March 11, 2026 |
| December 1, 2025 | $211.1 million | October 8, 2025 |
Other advisers in New Hampshire
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Atlas Fiduciary Services, Inc. | Concord | $269.3 million | Not listed | adviserinfo.sec.gov |
| Birch Financial Group | Keene | $264.7 million | Not listed | adviserinfo.sec.gov |
| Brendel Financial Advisors LLC | Hanover | $260.2 million | Not listed | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 1 | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | $252.9 million | Not listed | adviserinfo.sec.gov |
| Loudon Investment Management, LLC | West Lebanon | $231.8 million | Not listed | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | $226 million | Not listed | adviserinfo.sec.gov |
| Hager Investment Management Services, LLC | New London | $221.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving other investment advisers
- Blueline Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.