Data / Investment advisers / New Hampshire
Investment advisers in New Hampshire: 88 firms, $59.4 billion in AUM
88 investment advisers have their main office in New Hampshire: 80 SEC registered and 8 exempt reporting. The registered advisers report $59.4 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Prime Buchholz LLC with $14.1 billion.
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- 88Advisers
- 80SEC registered
- 8Exempt reporting
- $59.4 billionTotal AUM
- 72Advisers over $100 million
- 14Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Prime Buchholz LLC | Portsmouth | $14.07 billion | 85 | 127 | Not listed | (603) 433-1143 | primebuchholz.com | adviserinfo.sec.gov |
| Impax Asset Management LLC | Portsmouth | $8.94 billion | 27 | 93 | Not listed | (603) 431-8022 | impaxam.com | adviserinfo.sec.gov |
| Global Forest Partners LP | Lebanon | $3.50 billion | 19 | 24 | 17 | (603) 298-7001 | gfplp.com | adviserinfo.sec.gov |
| Matrix Capital Management Company, LP | Portsmouth | $2.32 billion | 4 | 7 | 2 | (603) 956-9151 | adviserinfo.sec.gov | |
| The Harbor Group, Inc. | Bedford | $2.00 billion | 3,734 | 22 | Not listed | (603) 668-0634 | adviserinfo.sec.gov | |
| Wellesley Asset Management, Inc. | Portsmouth | $1.99 billion | 1,956 | 30 | 1 | (781) 416-4000 | wellesleyassetmanagement.com | adviserinfo.sec.gov |
| Tide Cycle Resources LLC | Portsmouth | $1.85 billion | 1 | 3 | Not listed | (207) 752-7970 | adviserinfo.sec.gov | |
| David Wendell Associates, Inc. | Portsmouth | $1.33 billion | 465 | 5 | Not listed | (603) 427-0200 | davidwendell.com | adviserinfo.sec.gov |
| Arca Wealth, LLC | Portsmouth | $1.27 billion | 4,909 | 28 | Not listed | (603) 610-8881 | adviserinfo.sec.gov | |
| Conservation Resource Partners, LLC | Exeter | $822.1 million | 4 | 17 | 3 | (603) 658-0143 | conservationforestry.net | adviserinfo.sec.gov |
| Eldridge Investment Advisors Inc | Manchester | $814.3 million | 997 | 8 | Not listed | (603) 625-8559 | eldridgeco.com | adviserinfo.sec.gov |
| CMH Wealth Management, LLC | Portsmouth | $813.4 million | 704 | 9 | Not listed | (603) 379-8161 | adviserinfo.sec.gov | |
| The Lyme Timber Company LLC | Hanover | $773.9 million | 13 | 18 | Not listed | (603) 643-3300 | lymetimber.com | adviserinfo.sec.gov |
| Summit Wealth Group LLC | Exeter | $761.9 million | 1,445 | 10 | Not listed | (802) 295-5300 | summitwg.com | adviserinfo.sec.gov |
| Carlson Investments | Concord | $735.5 million | 893 | 14 | Not listed | (603) 224-5977 | carlsoninvest.com | adviserinfo.sec.gov |
| Nvest Financial, LLC | Portsmouth | $688.3 million | 2,066 | 16 | Not listed | (207) 985-8585 | adviserinfo.sec.gov | |
| Affinity Investment Group, LLC | Exeter | $595.1 million | 1,624 | 9 | Not listed | (603) 778-6436 | adviserinfo.sec.gov | |
| Milestone Financial Planning, LLC | Bedford | $590.3 million | 1,223 | 23 | Not listed | (603) 589-8010 | adviserinfo.sec.gov | |
| Mascoma Wealth Management | Hanover | $567.8 million | 1,185 | 12 | Not listed | (603) 676-8813 | mascoma.bank | adviserinfo.sec.gov |
| Whitegate Investment Counselors, Inc. | Concord | $545.4 million | 477 | 3 | Not listed | (603) 228-5471 | whitegateinvest.com | adviserinfo.sec.gov |
| Brophy Wealth Management, LLC | Bedford | $532.5 million | 1,205 | 11 | Not listed | (603) 668-2303 | brophywealth.com | adviserinfo.sec.gov |
| Measured Wealth Private Client Group, LLC | Rye | $528.3 million | 1,399 | 14 | Not listed | (603) 431-1444 | measuredwealth.net | adviserinfo.sec.gov |
| Essential Planning, LLC | Portsmouth | $524.4 million | 2,207 | 12 | Not listed | (603) 427-5164 | essential-planning.com | adviserinfo.sec.gov |
| Harbor Advisory Corporation | Portsmouth | $480.9 million | 395 | 3 | Not listed | (603) 431-5740 | harboradvisory.com | adviserinfo.sec.gov |
| Bcas | Bedford | $465.7 million | 631 | 7 | Not listed | (603) 668-4353 | adviserinfo.sec.gov | |
| Independence Financial Advisors, LLC | Franklin | $463.8 million | 3,065 | 11 | Not listed | (603) 934-4445 | ifa-nh.com | adviserinfo.sec.gov |
| Arcadia Wealth Management, LLC | Manchester | $445.5 million | 2,014 | 20 | Not listed | (603) 681-9190 | adviserinfo.sec.gov | |
| Lumbard & Kellner, LLC | Hollis | $443.6 million | 321 | 4 | Not listed | (603) 465-7700 | lumbard.com | adviserinfo.sec.gov |
| Northeast Planning Associates, Inc. | Bedford | $414 million | 1,509 | 129 | Not listed | (603) 471-0900 | paulhbrock.com | adviserinfo.sec.gov |
| Grove Street Fiduciary, LLC | Peterborough | $413.2 million | 1,066 | 4 | Not listed | (603) 924-9939 | grovestreetfiduciary.com | adviserinfo.sec.gov |
| Curbstone Financial Management Corp. | Manchester | $411.7 million | 653 | 10 | Not listed | (603) 624-8462 | curbstonefinancial.com | adviserinfo.sec.gov |
| Sweeney Financial Advisors | Bedford | $403.2 million | 806 | 6 | Not listed | (603) 625-8400 | adviserinfo.sec.gov | |
| Cornerstone Financial Planning, LLC | Portsmouth | $400.7 million | 1,025 | 6 | Not listed | (603) 431-1133 | cornerstoneplanning.com | adviserinfo.sec.gov |
| Three Bearings Fiduciary Advisors, Inc. | Hampton | $350.7 million | 547 | 5 | Not listed | (603) 926-1775 | adviserinfo.sec.gov | |
| Aurelius Family Office, LLC | Bedford | $315.3 million | 167 | 8 | Not listed | (603) 413-6060 | adviserinfo.sec.gov | |
| Bexil Advisers LLC | Walpole | $306.6 million | 1 | 10 | Not listed | (212) 785-0900 | bexil.com | adviserinfo.sec.gov |
| Mardin Capital Group | Rye | $306.2 million | 660 | 6 | Not listed | (603) 766-4700 | mardincapitalgroup.com | adviserinfo.sec.gov |
| American Trust Investment Advisors, LLC | Lebanon | $303.5 million | 193 | 4 | Not listed | (603) 448-6415 | amertrust.com | adviserinfo.sec.gov |
| The Foundry Financial Group, Inc. | Laconia | $284.2 million | 1,206 | 11 | Not listed | (603) 528-5171 | adviserinfo.sec.gov | |
| Northstar Financial Planning, LLC | Windham | $275.8 million | 486 | 6 | Not listed | (603) 458-2776 | adviserinfo.sec.gov | |
| Bluestone Wealth Management LLC | Keene | $272.9 million | 118 | 2 | Not listed | (603) 499-4737 | bluestonenh.com | adviserinfo.sec.gov |
| Atlas Fiduciary Services, Inc. | Concord | $269.3 million | 122 | 6 | Not listed | (603) 581-7125 | afgplanning.com | adviserinfo.sec.gov |
| Birch Financial Group | Keene | $264.7 million | 652 | 2 | Not listed | (603) 338-3838 | adviserinfo.sec.gov | |
| Brendel Financial Advisors LLC | Hanover | $260.2 million | 712 | 4 | Not listed | (603) 643-4441 | brendelfinancial.com | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 919 | 7 | 1 | (603) 232-8350 | investwithcohen.com | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | $252.9 million | 743 | 5 | Not listed | (603) 703-0255 | adviserinfo.sec.gov | |
| Blueline Advisors | Exeter | $247.2 million | 510 | 3 | Not listed | (603) 418-0940 | blueline-advisors.com | adviserinfo.sec.gov |
| Loudon Investment Management, LLC | West Lebanon | $231.8 million | 170 | 4 | Not listed | (603) 298-7370 | loudoninv.com | adviserinfo.sec.gov |
| Valpey Financial Services LLC | Concord | $226 million | 616 | 4 | Not listed | (603) 856-7945 | adviserinfo.sec.gov | |
| Hager Investment Management Services, LLC | New London | $221.6 million | 178 | 3 | Not listed | (603) 526-4099 | hagerinvestments.com | adviserinfo.sec.gov |
| Ledgewood Wealth Advisors, LLC | Exeter | $216.8 million | 256 | 2 | Not listed | (603) 773-0080 | ledgewoodwealth.com | adviserinfo.sec.gov |
| Fairscale Capital, LLC | Nashua | $207.8 million | 534 | 3 | Not listed | (603) 318-7337 | adviserinfo.sec.gov | |
| Glenwood Investment Group, LLC | Manchester | $199.4 million | 372 | 4 | Not listed | (603) 606-3391 | glenwoodinvestmentgroupfacebook.com | adviserinfo.sec.gov |
| Davis Wealth Advisors | Salem | $197.1 million | 557 | 6 | Not listed | (603) 836-3477 | adviserinfo.sec.gov | |
| Apex Wealth Management, LLC | Bedford | $191.1 million | 271 | 2 | Not listed | (603) 488-2475 | apexwealthnh.com | adviserinfo.sec.gov |
| Secure Planning | Portsmouth | $187 million | 846 | 5 | Not listed | (603) 433-5515 | adviserinfo.sec.gov | |
| Four Tree Island Advisory LLC | Portsmouth | $182.2 million | 136 | 2 | Not listed | (603) 427-8053 | fourtreeislandadvisory.com | adviserinfo.sec.gov |
| Robert a. Zock & Co.,Inc. | Sutton | $175.1 million | 100 | 1 | Not listed | (603) 456-3106 | adviserinfo.sec.gov | |
| The Eideard Group, LLC | Bedford | $158.1 million | 167 | 3 | 2 | (603) 471-9909 | eideardgroup.com | adviserinfo.sec.gov |
| Peak Wealth Management LLC | Nashua | $156.1 million | 465 | 3 | Not listed | (603) 488-2476 | adviserinfo.sec.gov | |
| Bartley Financial Advisors, LLC | Bedford | $151.6 million | 497 | 5 | Not listed | (603) 625-9900 | truthsocial.com | adviserinfo.sec.gov |
| Granite State Retirement Planning, Inc. | Bedford | $143.2 million | 454 | 1 | Not listed | (603) 472-4447 | danhagler.com | adviserinfo.sec.gov |
| Steele Street Capital LLC | Portsmouth | $140.5 million | 251 | 3 | Not listed | (207) 475-0060 | steelestreetcapital.com | adviserinfo.sec.gov |
| The Wealth Conservatory | Lebanon | $138.4 million | 359 | 4 | Not listed | (800) 472-1844 | adviserinfo.sec.gov | |
| Michael D. Taxman Investment Management | Hanover | $137.5 million | 76 | 1 | Not listed | (603) 643-1415 | adviserinfo.sec.gov | |
| Financial Management Associates, LLC | Windham | $135.8 million | 344 | 3 | Not listed | (978) 687-2867 | fmallc.com | adviserinfo.sec.gov |
| Middle Street Capital, LLC | Newfields | $132.1 million | 248 | 1 | Not listed | (603) 531-3773 | middlestreetcapital.com | adviserinfo.sec.gov |
| JMH Wealth Management, LLC | Hanover | $124.1 million | 203 | 3 | Not listed | (603) 643-8899 | jmhwealth.com | adviserinfo.sec.gov |
| Gassman Financial LLC | Salem | $112.6 million | 408 | 2 | Not listed | (603) 898-3663 | adviserinfo.sec.gov | |
| Bay Point Financial, LLC | Bedford | $104.7 million | 325 | 1 | Not listed | (603) 626-6699 | bayptfin.com | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | $104.6 million | 212 | 5 | Not listed | (978) 572-2071 | saltboxfinancial.co | adviserinfo.sec.gov |
| Drew Wealth Management | Portsmouth | $102.3 million | 190 | 2 | Not listed | (603) 507-6344 | drewwealth.com | adviserinfo.sec.gov |
| Granite Value Capital, LLC | Hanover | $98.9 million | 183 | 3 | Not listed | (603) 643-0770 | granitevaluecapital.com | adviserinfo.sec.gov |
| Phoenix International Investments LLC | Nashua | $97.5 million | 27 | 3 | Not listed | (603) 589-4033 | phnxintl.com | adviserinfo.sec.gov |
| Capital Design Private Wealth LLC | Portsmouth | $96 million | 480 | 2 | Not listed | (603) 610-8290 | capitaldesignpw.com | adviserinfo.sec.gov |
| Midas Management Corporation | Walpole | $93.2 million | 3 | 10 | Not listed | (212) 785-0900 | adviserinfo.sec.gov | |
| Sooner Private Financial LLC | Salem | $9 million | 82 | 2 | Not listed | (603) 321-6531 | adviserinfo.sec.gov | |
| Futuremoney RIA | Manchester | $1.6 million | 35,072 | 9 | Not listed | (603) 812-0108 | adviserinfo.sec.gov | |
| Alumni Ventures | Manchester | Not listed | Not listed | Not listed | 745 | (603) 518-8112 | adviserinfo.sec.gov | |
| Borealis Ventures | Hanover | Not listed | Not listed | Not listed | 5 | (603) 643-1500 | adviserinfo.sec.gov | |
| Sip Global Opportunity Manager LLC | Portsmouth | Not listed | Not listed | Not listed | 4 | (603) 825-3150 | sipgp.com | adviserinfo.sec.gov |
| Prepublic Equity Partners | Manchester | Not listed | Not listed | Not listed | 2 | (603) 264-0386 | pep.fund | adviserinfo.sec.gov |
| Panther Global | Derry | Not listed | Not listed | Not listed | 1 | (617) 723-3100 | panthergloballp.com | adviserinfo.sec.gov |
| Sip Capital | Portsmouth | Not listed | Not listed | Not listed | 1 | (603) 825-3150 | sipcapital.vc | adviserinfo.sec.gov |
| Wagner Carbon Management LLC | Lyme | Not listed | Not listed | Not listed | 1 | (603) 208-2000 | adviserinfo.sec.gov | |
| York Investments Holdings, LLC | Manchester | Not listed | Not listed | Not listed | 1 | (603) 548-3060 | york.ie | adviserinfo.sec.gov |
| Option Research & Technology Services, LLC | Portsmouth | Not listed | 0 | 5 | Not listed | (312) 986-1060 | orats.com | adviserinfo.sec.gov |
| Rise Private Wealth Management | Bedford | Not listed | 0 | 102 | Not listed | (603) 457-7001 | riseprivatewealthmanagement.com | adviserinfo.sec.gov |
Advisers in New Hampshire that manage private funds
14 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Alumni Ventures | Manchester | NH | 745 | Not listed | Not listed | 745 | Not listed | $1.36 billion | Not listed | adviserinfo.sec.gov |
| Global Forest Partners LP | Lebanon | NH | 17 | Not listed | Not listed | Not listed | 17 | $5.42 billion | $3.50 billion | adviserinfo.sec.gov |
| Borealis Ventures | Hanover | NH | 5 | Not listed | Not listed | 5 | Not listed | $87.4 million | Not listed | adviserinfo.sec.gov |
| Sip Global Opportunity Manager LLC | Portsmouth | NH | 4 | Not listed | Not listed | 4 | Not listed | $97.6 million | Not listed | adviserinfo.sec.gov |
| Conservation Resource Partners, LLC | Exeter | NH | 3 | Not listed | Not listed | Not listed | 3 | $625.4 million | $822.1 million | adviserinfo.sec.gov |
| Matrix Capital Management Company, LP | Portsmouth | NH | 2 | 1 | 1 | Not listed | Not listed | $2.32 billion | $2.32 billion | adviserinfo.sec.gov |
| The Eideard Group, LLC | Bedford | NH | 2 | Not listed | Not listed | 2 | Not listed | $3 million | $158.1 million | adviserinfo.sec.gov |
| Prepublic Equity Partners | Manchester | NH | 2 | Not listed | Not listed | 2 | Not listed | $11.7 million | Not listed | adviserinfo.sec.gov |
| Wellesley Asset Management, Inc. | Portsmouth | NH | 1 | 1 | Not listed | Not listed | Not listed | $137.7 million | $1.99 billion | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | NH | 1 | Not listed | Not listed | Not listed | 1 | $15.7 million | $259.3 million | adviserinfo.sec.gov |
| Panther Global | Derry | NH | 1 | 1 | Not listed | Not listed | Not listed | Not listed | Not listed | adviserinfo.sec.gov |
| Sip Capital | Portsmouth | NH | 1 | Not listed | Not listed | 1 | Not listed | $130.6 million | Not listed | adviserinfo.sec.gov |
| Wagner Carbon Management LLC | Lyme | NH | 1 | Not listed | 1 | Not listed | Not listed | $107.4 million | Not listed | adviserinfo.sec.gov |
| York Investments Holdings, LLC | Manchester | NH | 1 | Not listed | Not listed | 1 | Not listed | $68.1 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in New Hampshire
4 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Drew Wealth Management | Portsmouth | NH | October 29, 2026 | $102.3 million | drewwealth.com | adviserinfo.sec.gov |
| Bay Point Financial, LLC | Bedford | NH | October 15, 2026 | $104.7 million | bayptfin.com | adviserinfo.sec.gov |
| Rise Private Wealth Management | Bedford | NH | September 10, 2026 | Not listed | riseprivatewealthmanagement.com | adviserinfo.sec.gov |
| Saltbox Financial LLC | Portsmouth | NH | August 5, 2026 | $104.6 million | saltboxfinancial.co | adviserinfo.sec.gov |
Cities in New Hampshire
| City | Advisers | AUM |
|---|---|---|
| Portsmouth | 21 | $35.50 billion |
| Bedford | 15 | $5.98 billion |
More ways to read New Hampshire
- Advisers in New Hampshire with $500 million to $1 billion in AUM
- Advisers in New Hampshire with $100 million to $500 million in AUM
- Advisers in New Hampshire serving individuals
- Advisers in New Hampshire serving high net worth individuals
- Advisers in New Hampshire serving pooled investment vehicles
- Advisers in New Hampshire serving pension and profit sharing plans
- Advisers in New Hampshire serving charitable organizations
- Advisers in New Hampshire serving corporations and other businesses
- Private fund advisers in New Hampshire
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.