Investment adviser firms in New Hampshire
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
78 firms · Source months shown: August 2026
- AFFINITY INVESTMENT GROUP, LLCCRD 117191 · EXETER, NH$595,103,964.00Regulatory AUM · August 2026
- AMERICAN TRUST INVESTMENT ADVISORS, LLCCRD 114439 · LEBANON, NH$303,477,345.00Regulatory AUM · August 2026
- APEX WEALTH MANAGEMENT, LLCCRD 317091 · BEDFORD, NH$191,060,986.00Regulatory AUM · August 2026
- ARCA WEALTH, LLCCRD 174765 · PORTSMOUTH, NH$1,269,642,461.00Regulatory AUM · August 2026
- ARCADIA WEALTH MANAGEMENT, LLCCRD 284925 · MANCHESTER, NH$445,515,434.00Regulatory AUM · August 2026
- ATLAS FIDUCIARY SERVICES, INC.CRD 321271 · CONCORD, NH$269,279,564.00Regulatory AUM · August 2026
- AURELIUS FAMILY OFFICE, LLCCRD 323016 · BEDFORD, NH$315,255,207.00Regulatory AUM · August 2026
- BALDWIN & CLARKE ADVISORY SERVICES LLCCRD 105666 · BEDFORD, NH$465,731,924.00Regulatory AUM · August 2026
- BARTLEY FINANCIAL ADVISORS, LLCCRD 124293 · BEDFORD, NH$151,581,219.00Regulatory AUM · August 2026
- BEXIL ADVISERS LLCCRD 154387 · WALPOLE, NH$306,578,137.00Regulatory AUM · August 2026
- BIRCH FINANCIAL GROUP, LLCCRD 332057 · KEENE, NH$264,688,531.00Regulatory AUM · August 2026
- BLUELINE ADVISORS LLCCRD 164642 · EXETER, NH$247,237,600.00Regulatory AUM · August 2026
- BLUESTONE WEALTH MANAGEMENT LLCCRD 137959 · KEENE, NH$272,940,969.00Regulatory AUM · August 2026
- BRENDEL FINANCIAL ADVISORS LLCCRD 288927 · HANOVER, NH$260,157,732.00Regulatory AUM · August 2026
- BROPHY WEALTH MANAGEMENT, LLCCRD 169894 · BEDFORD, NH$532,526,394.00Regulatory 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
- COHEN INVESTMENT ADVISORS, LLCCRD 168595 · BEDFORD, NH$259,282,862.00Regulatory AUM · August 2026
- COMPREHENSIVE PLANNING ASSOCIATES, INC.CRD 115932 · LEBANON, NH$138,440,661.00Regulatory AUM · August 2026
- CONSERVATION RESOURCE PARTNERS, LLCCRD 160706 · EXETER, NH$822,052,745.00Regulatory AUM · August 2026
- CORNERSTONE FINANCIAL PLANNING, LLCCRD 129656 · PORTSMOUTH, NH$400,691,257.00Regulatory AUM · August 2026
- CURBSTONE FINANCIAL MANAGEMENT CORPORATIONCRD 13348 · MANCHESTER, NH$411,740,153.00Regulatory AUM · August 2026
- DAVIS WEALTH ADVISORS LLCCRD 287736 · SALEM, NH$197,149,289.00Regulatory AUM · August 2026
- DL CARLSON INVESTMENT GROUP INC.CRD 105729 · CONCORD, NH$735,526,470.00Regulatory AUM · August 2026
- ELDRIDGE INVESTMENT ADVISORS INCCRD 106380 · MANCHESTER, NH$814,336,574.00Regulatory AUM · August 2026
- ESSENTIAL PLANNING, LLCCRD 106651 · PORTSMOUTH, NH$524,444,621.00Regulatory AUM · August 2026
- FAIRSCALE CAPITAL, LLCCRD 165535 · NASHUA, NH$207,808,425.00Regulatory AUM · August 2026
- FINANCIAL MANAGEMENT ASSOCIATES, LLCCRD 327502 · WINDHAM, NH$135,796,343.00Regulatory AUM · August 2026
- FOUR TREE ISLAND ADVISORY LLCCRD 158851 · PORTSMOUTH, NH$182,195,722.00Regulatory AUM · August 2026
- FUTUREMONEY RIA, LLCCRD 329835 · MANCHESTER, NH$1,622,144.00Regulatory AUM · August 2026
- GASSMAN FINANCIAL LLCCRD 317204 · SALEM, NH$112,563,268.00Regulatory AUM · August 2026
- GLENWOOD INVESTMENT GROUP, LLCCRD 132950 · MANCHESTER, NH$199,426,399.00Regulatory AUM · August 2026
- GLOBAL FOREST PARTNERS LPCRD 127064 · LEBANON, NH$3,499,624,000.00Regulatory AUM · August 2026
- GRANITE STATE RETIREMENT PLANNING, INC.CRD 141899 · BEDFORD, NH$143,154,979.00Regulatory AUM · August 2026
- GRANITE VALUE CAPITAL, LLCCRD 150169 · HANOVER, NH$98,911,833.00Regulatory AUM · August 2026
- GROVE STREET FIDUCIARY, LLCCRD 107703 · PETERBOROUGH, NH$413,186,641.00Regulatory AUM · August 2026
- HAGER INVESTMENT MANAGEMENT SERVICES, LLCCRD 117097 · NEW LONDON, NH$221,582,799.00Regulatory 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
- INDEPENDENCE FINANCIAL ADVISORS, LLCCRD 156305 · FRANKLIN, NH$463,792,334.00Regulatory AUM · August 2026
- JMH WEALTH MANAGEMENT, LLCCRD 139294 · HANOVER, NH$124,093,289.00Regulatory AUM · August 2026
- LEDGEWOOD WEALTH ADVISORS, LLCCRD 109049 · EXETER, NH$216,828,143.00Regulatory AUM · August 2026
- LOUDON INVESTMENT MANAGEMENT, LLCCRD 113641 · WEST LEBANON, NH$231,818,283.00Regulatory AUM · August 2026
- LUMBARD & KELLNER, LLCCRD 117196 · HOLLIS, NH$443,616,831.00Regulatory AUM · August 2026
- MASCOMA WEALTH MANAGEMENT LLCCRD 174907 · HANOVER, NH$567,753,044.00Regulatory AUM · August 2026
- MATRIX CAPITAL MANAGEMENT COMPANY, LPCRD 160066 · PORTSMOUTH, NH$2,323,707,296.00Regulatory AUM · August 2026
- MCG ADVISORS LLCCRD 342252 · RYE, NHNot availableRegulatory AUM · August 2026
- MEASURED WEALTH PRIVATE CLIENT GROUP, LLCCRD 170442 · PORTSMOUTH, NH$528,341,951.00Regulatory AUM · August 2026
- MICHAEL D. TAXMAN INVESTMENT MANAGEMENT,LLCCRD 126670 · HANOVER, NH$137,461,560.00Regulatory AUM · August 2026
- MIDAS MANAGEMENT CORPORATIONCRD 108237 · WALPOLE, NH$93,174,932.00Regulatory AUM · August 2026
- MIDDLE STREET CAPITAL, LLCCRD 226513 · NEWFIELDS, NH$132,117,391.00Regulatory AUM · August 2026
- MILESTONE FINANCIAL PLANNING, LLCCRD 283439 · BEDFORD, NH$590,290,410.00Regulatory AUM · August 2026
- NORTHEAST PLANNING ASSOCIATES, INC.CRD 131406 · BEDFORD, NH$413,996,638.00Regulatory AUM · August 2026
- NORTHSTAR FINANCIAL PLANNING, LLCCRD 117205 · WINDHAM, NH$275,767,000.00Regulatory 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
- PEAK WEALTH MANAGEMENT LLCCRD 281036 · NASHUA, NH$156,125,904.00Regulatory AUM · August 2026
- PHOENIX INTERNATIONAL INVESTMENTS LLCCRD 170692 · NASHUA, NH$97,491,992.00Regulatory AUM · August 2026
- PRIME BUCHHOLZ LLCCRD 106455 · PORTSMOUTH, NH$14,067,230,102.00Regulatory AUM · August 2026
- ROBBINS FARLEY LLCCRD 286581 · BEDFORD, NH$252,865,278.00Regulatory 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
- SFM, LLCCRD 116564 · MANCHESTER, NH$403,185,072.00Regulatory AUM · August 2026
- SOONER PRIVATE FINANCIAL LLCCRD 340648 · SALEM, NHNot availableRegulatory AUM · August 2026
- STEELE STREET CAPITAL LLCCRD 331520 · PORTSMOUTH, NH$140,457,240.00Regulatory AUM · August 2026
- SUMMIT WEALTH GROUP LLCCRD 282205 · EXETER, NH$761,904,517.00Regulatory AUM · August 2026
- THE EIDEARD GROUP, LLCCRD 139834 · BEDFORD, NH$158,143,339.00Regulatory AUM · August 2026
- THE FOUNDRY FINANCIAL GROUP, INC.CRD 116823 · LACONIA, NH$284,214,253.00Regulatory AUM · August 2026
- THE HARBOR GROUP, INC.CRD 105637 · BEDFORD, NH$1,996,338,188.00Regulatory AUM · August 2026
- THE LYME TIMBER COMPANY LLCCRD 171953 · HANOVER, NH$773,865,288.00Regulatory AUM · August 2026
- THREE BEARINGS FIDUCIARY ADVISORS, INC.CRD 283926 · HAMPTON, NH$350,733,305.00Regulatory AUM · August 2026
- TIDE CYCLE RESOURCES LLCCRD 330698 · PORTSMOUTH, NH$1,851,491,175.00Regulatory AUM · August 2026
- VALPEY FINANCIAL SERVICES LLCCRD 154154 · CONCORD, NH$226,009,211.00Regulatory 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
- WHITEGATE INVESTMENT COUNSELORS, INC.CRD 107732 · CONCORD, NH$545,385,675.00Regulatory AUM · August 2026
- ZOCK ROBERT A & CO INCCRD 110480 · SUTTON, NH$175,076,230.00Regulatory AUM · August 2026