RIAs in New Hampshire

RIA	People	AUM
Prime Buchholz LLC	—	$14.07Bas of Sep 2026
Impax Asset Management LLC	—	$8.94Bas of Sep 2026
Global Forest Partners LP	—	$3.5Bas of Apr 2026
Matrix Capital Management Company, LP	—	$2.32Bas of Mar 2026
The Harbor Group, Inc.	Timothy RileyPeter LeeMichael Doyle+6 more	$2Bas of Sep 2026
Wellesley Asset Management, Inc.	—	$1.99Bas of Mar 2026
Tide Cycle Resources LLC	Jeffrey CroteauKate Dumas	$1.85Bas of Jul 2026
David Wendell Associates, Inc.	William MitchellReid SmithKaren Wendell+2 more	$1.33Bas of Mar 2026
Arca Wealth, LLC	Joseph SkeesPaul StanleySteven Scott+8 more	$1.27Bas of Sep 2026
Conservation Resource Partners, LLC	—	$822.1Mas of May 2026
Eldridge Investment Advisors Inc	Stephen EldridgeSusan EldridgeSean Riley+5 more	$814.3Mas of May 2026
Cmh Wealth Management, LLC	Karen McCloskeySteven NassouraRachael Bator+4 more	$813.4Mas of May 2026
The Lyme Timber Company LLC	—	$773.9Mas of Mar 2026
Summit Wealth Group LLC	Abigail HurlburtErik PottsHeather Meeks+4 more	$761.9Mas of Mar 2026
Carlson Investments	Richard HabermannJames MullinsKate Graham+4 more	$735.5Mas of Aug 2026
Nvest Financial, LLC	Daphne LafazanNichole RaftopoulosDinon Hughes+3 more	$688.3Mas of Aug 2026
Affinity Investment Group, LLC	Peter WillcoxForrest ChicoineGregory Gagne+1 more	$595.1Mas of Sep 2026
Milestone Financial Planning, LLC	Steven JacobsmeierJennifer ClimoJean Fullerton+9 more	$590.3Mas of Apr 2026
Mascoma Wealth Management	Matthew DattilioMadalyn DowZuzana Brochu+8 more	$567.8Mas of Feb 2026
Whitegate Investment Counselors, Inc.	Sarah BurdettePaulette WolfeColby Wolfe	$545.4Mas of Mar 2026
Brophy Wealth Management, LLC	Stephen BrophyJames BrophyLuke Trotochaud+1 more	$532.5Mas of May 2026
Measured Wealth Private Client Group, LLC	David McNameeGeorge ZaharopoulosJay Levy+7 more	$528.3Mas of Sep 2026
Essential Planning, LLC	Hunter LordAndrew LordPaul Doran	$524.4Mas of Mar 2026
Harbor Advisory Corporation	John DeganWeld ButlerDaniel Zibinskas	$480.9Mas of May 2026
Bcas	Scott LavalleyCharles BaldwinSean Clarke+2 more	$465.7Mas of Jul 2026
Independence Financial Advisors, LLC	Luca D ItaliaPaul GatehouseMichael Ventura+5 more	$463.8Mas of Dec 2025
Arcadia Wealth Management, LLC	Michael PanicoChristopher CarterKevin Toohey+7 more	$445.5Mas of Aug 2026
Lumbard & Kellner, LLC	John LumbardDrew KellnerJames Conway	$443.6Mas of Mar 2026
Northeast Planning Associates, Inc.	Stephen GuyGeorge SlymanDon Silk+70 more	$414Mas of May 2026
Grove Street Fiduciary, LLC	Carl JohnsonHazel Grolljahn	$413.2Mas of Mar 2026
Curbstone Financial Management Corp.	Melvin SeveranceThomas LewryRobert Main+3 more	$411.7Mas of Jun 2026
Sweeney Financial Advisors	Christopher JuneDavid SnyderGlenn Sweeney+3 more	$403.2Mas of Aug 2026
Cornerstone Financial Planning, LLC	Mackenzie ParsonsBarry BettersChristina Traurig+4 more	$400.7Mas of Sep 2026
Three Bearings Fiduciary Advisors, Inc.	David MayesZachary Zwick	$350.7Mas of Aug 2026
Aurelius Family Office, LLC	Lanita WheetleyGregory BarishianMark Witaschek+2 more	$315.3Mas of Sep 2026
Bexil Advisers LLC	—	$306.6Mas of Feb 2026
Mardin Capital Group	Kathryn ChaseRobert KintzAnthony Zanetti	$306.2Mas of Aug 2026
American Trust Investment Advisors, LLC	Anik Mutsuddy	$303.5Mas of Sep 2026
The Foundry Financial Group, Inc.	Michael FogartyJoshua AllenDaniel Rivet+4 more	$284.2Mas of Feb 2026
Northstar Financial Planning, LLC	Robin YoungAlexa DarbeRachel Decarolis+2 more	$275.8Mas of Feb 2026
Bluestone Wealth Management LLC	Elizabeth CatlinChristine Clinton-Catlin	$272.9Mas of Jan 2026
Atlas Fiduciary Services, Inc.	—	$269.3Mas of Jul 2026
Birch Financial Group	Liana PoodiackTravis Poodiack	$264.7Mas of Jul 2026
Brendel Financial Advisors LLC	John BrendelJohn Brendel	$260.2Mas of Apr 2026
Cohen Investment Advisors, LLC	Daniel CohenJames PerryTiffany Donegan	$259.3Mas of Jun 2026
Robbins Farley LLC	David LanzilloColleen FarleyPatrick Grasso+1 more	$252.9Mas of Mar 2026
Blueline Advisors	Paula ParrishFrank SabinEric Giacobba+1 more	$247.2Mas of Mar 2026
Loudon Investment Management, LLC	Douglas LoudonJohn SandsEmily Sands	$231.8Mas of Mar 2026
Valpey Financial Services LLC	Ronald ValpeyDaniel Blandini	$226Mas of Mar 2026
Hager Investment Management Services, LLC	Robin BrighamPeter HagerAndrew Hager+1 more	$221.6Mas of Jan 2026

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