Top RIA Firms in New Hampshire (2026)
40 SEC-registered investment advisory firms headquartered in New Hampshire — a combined $53.8B in assets under management, led by Prime Buchholz LLC in Portsmouth. Ranked by regulatory AUM from SEC Form ADV filings, as of 2026-07-06.
Prime Buchholz LLC
Portsmouth
AUM $14.1B · 85 accounts
Impax Asset Management LLC
Portsmouth
AUM $8.9B · 27 accounts
Global Forest Partners LP
Lebanon
AUM $3.5B · 19 accounts
Matrix Capital Management Company, LP
Portsmouth
AUM $2.3B · 4 accounts
The Harbor Group, Inc.
Bedford
AUM $2B · 3,734 accounts
Wellesley Asset Management, Inc.
Portsmouth
AUM $2B · 1,956 accounts
Tide Cycle Resources LLC
Portsmouth
AUM $1.9B · 1 accounts
Charter Oak Capital Management
Portsmouth
AUM $1.6B · 1,397 accounts
David Wendell Associates, Inc.
Portsmouth
AUM $1.3B · 465 accounts
Conservation Resource Partners, LLC
Exeter
AUM $822M · 4 accounts
Eldridge Investment Advisors Inc
Manchester
AUM $814M · 997 accounts
Cmh Wealth Management, LLC
Portsmouth
AUM $813M · 704 accounts
The Lyme Timber Company LLC
Hanover
AUM $774M · 13 accounts
Summit Wealth Group LLC
Exeter
AUM $762M · 1,445 accounts
Carlson Investments
Concord
AUM $736M · 893 accounts
Nvest Financial, LLC
Portsmouth
AUM $688M · 2,066 accounts
Affinity Investment Group, LLC
Exeter
AUM $595M · 1,624 accounts
Milestone Financial Planning, LLC
Bedford
AUM $590M · 1,223 accounts
Granite Bay Wealth Management, LLC
Portsmouth
AUM $588M · 1,729 accounts
Mascoma Wealth Management
Hanover
AUM $568M · 1,185 accounts
Whitegate Investment Counselors, Inc.
Concord
AUM $545M · 477 accounts
Brophy Wealth Management, LLC
Bedford
AUM $533M · 1,205 accounts
Measured Wealth Private Client Group, LLC
Portsmouth
AUM $528M · 1,399 accounts
Essential Planning, LLC
Portsmouth
AUM $524M · 2,207 accounts
Harbor Advisory Corporation
Portsmouth
AUM $481M · 395 accounts
Seascape Capital Management,llc
Portsmouth
AUM $467M · 733 accounts
Bcas
Bedford
AUM $466M · 631 accounts
Independence Financial Advisors, LLC
Franklin
AUM $464M · 3,065 accounts
Arcadia Wealth Management, LLC
Manchester
AUM $446M · 2,014 accounts
Lumbard & Kellner, LLC
Hollis
AUM $444M · 321 accounts
Northeast Planning Associates, Inc.
Bedford
AUM $414M · 1,509 accounts
Grove Street Fiduciary, LLC
Peterborough
AUM $413M · 1,066 accounts
Sfm, LLC
Manchester
AUM $403M · 806 accounts
Cornerstone Financial Planning, LLC
Portsmouth
AUM $401M · 1,025 accounts
Curbstone Financial Management Corp.
Manchester
AUM $385M · 606 accounts
Three Bearings Fiduciary Advisors, Inc.
Hampton
AUM $351M · 547 accounts
Aurelius Family Office, LLC
Bedford
AUM $315M · 167 accounts
Bexil Advisers LLC
Walpole
AUM $307M · 1 accounts
American Trust Investment Advisors, LLC
Lebanon
AUM $303M · 193 accounts
The Foundry Financial Group, Inc.
Laconia
AUM $284M · 1,206 accounts
How many RIA firms are in this New Hampshire directory?
This directory covers the 40 largest SEC-registered investment advisory firms headquartered in New Hampshire, ranked by regulatory assets under management from SEC Form ADV filings.
What is the largest RIA firm in New Hampshire?
By regulatory assets under management, the largest firm in this New Hampshire directory is Prime Buchholz LLC, headquartered in Portsmouth, with approximately $14.1B in AUM.
Browse other states
AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWashington D.C.West VirginiaWisconsinWyoming
Go deeper on every New Hampshire firm
Contacts, 13F holdings, custodians, fee structures, and ADV brochure intelligence for 43,000+ investment firms.
Start Free Trial