Investment adviser firms in PORTSMOUTH, New Hampshire
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
20 firms · Source months shown: August 2026
- ARCA WEALTH, LLCCRD 174765 · PORTSMOUTH, NH$1,269,642,461.00Regulatory AUM · August 2026
- CAPITAL DESIGN PRIVATE WEALTH LLCCRD 300472 · PORTSMOUTH, NH$96,033,232.00Regulatory AUM · August 2026
- CHARTER OAK CAPITAL MANAGEMENT, LLCCRD 120870 · PORTSMOUTH, NH$1,569,586,056.00Regulatory AUM · August 2026
- CMH WEALTH MANAGEMENT, LLCCRD 150138 · PORTSMOUTH, NH$813,362,197.00Regulatory AUM · August 2026
- CORNERSTONE FINANCIAL PLANNING, LLCCRD 129656 · PORTSMOUTH, NH$400,691,257.00Regulatory AUM · August 2026
- ESSENTIAL PLANNING, LLCCRD 106651 · PORTSMOUTH, NH$524,444,621.00Regulatory AUM · August 2026
- FOUR TREE ISLAND ADVISORY LLCCRD 158851 · PORTSMOUTH, NH$182,195,722.00Regulatory AUM · August 2026
- HARBOR ADVISORY CORPORATIONCRD 105151 · PORTSMOUTH, NH$480,921,774.00Regulatory AUM · August 2026
- IMPAX ASSET MANAGEMENT LLCCRD 114335 · PORTSMOUTH, NH$8,942,785,264.00Regulatory AUM · August 2026
- MATRIX CAPITAL MANAGEMENT COMPANY, LPCRD 160066 · PORTSMOUTH, NH$2,323,707,296.00Regulatory AUM · August 2026
- MEASURED WEALTH PRIVATE CLIENT GROUP, LLCCRD 170442 · PORTSMOUTH, NH$528,341,951.00Regulatory AUM · August 2026
- NVEST FINANCIAL, LLCCRD 128868 · PORTSMOUTH, NH$688,288,833.00Regulatory AUM · August 2026
- OPTION RESEARCH & TECHNOLOGY SERVICES, LLCCRD 293933 · PORTSMOUTH, NHNot availableRegulatory AUM · August 2026
- PRIME BUCHHOLZ LLCCRD 106455 · PORTSMOUTH, NH$14,067,230,102.00Regulatory AUM · August 2026
- SEASCAPE CAPITAL MANAGEMENT,LLCCRD 126928 · PORTSMOUTH, NH$466,902,692.00Regulatory AUM · August 2026
- SECURE PLANNING, LLCCRD 42179 · PORTSMOUTH, NH$187,014,564.00Regulatory AUM · August 2026
- STEELE STREET CAPITAL LLCCRD 331520 · PORTSMOUTH, NH$140,457,240.00Regulatory AUM · August 2026
- TIDE CYCLE RESOURCES LLCCRD 330698 · PORTSMOUTH, NH$1,851,491,175.00Regulatory AUM · August 2026
- WELLESLEY ASSET MANAGEMENT, INC.CRD 116176 · PORTSMOUTH, NH$1,991,266,449.00Regulatory AUM · August 2026
- WENDELL DAVID ASSOCIATES INCCRD 106664 · PORTSMOUTH, NH$1,330,258,000.00Regulatory AUM · August 2026