Top 10 fastest-growing RIAs in New Hampshire (2026)

Sort by asset growthHow they grew

#	Firm	Assets, end of 2023 → 2025	Growth	Advisory staff	Net advisors, 12 mo	How they grew	Main custodian	Score
1	Arca Wealth, LLC PORTSMOUTH	$357.3M → $1.27B	3.55× 2.6× typical	6 → 11	+5	Organic	Schwab	96.8
2	Hager Investment Management Services, LLC NEW LONDON	$133M → $221.6M	1.67× 1.2× typical	2 → 3	0	Organic	Schwab	67.9
3	Northeast Planning Associates, Inc. BEDFORD	$301.4M → $414M	1.37× 1.0× typical	67 → 69	+2	Organic or recruited	TIAA-Cref Individual & Institutional Services, LLC	66.0
4	Sweeney Financial Advisors BEDFORD	$279.8M → $403.2M	1.44× 1.1× typical	4 → 4	+2	Organic or recruited	Schwab	61.4
5	Davis Wealth Advisors SALEM	$135.8M → $197.1M	1.45× 1.1× typical	3 → 5	0	Organic	Fidelity	60.7
6	Glenwood Investment Group, LLC MANCHESTER	$141.5M → $199.4M	1.41× 1.1× typical	1 → 2	0	Organic or recruited	Schwab	58.3
7	Cohen Investment Advisors, LLC BEDFORD	$188.3M → $259.3M	1.38× 1.0× typical	2 → 4	0	Organic or recruited	Pershing	55.3
8	Essential Planning, LLC PORTSMOUTH	$378.6M → $524.4M	1.39× 1.0× typical	3 → 3	+1	Organic	Schwab	54.3
9	Robbins Farley LLC BEDFORD	$186.4M → $252.9M	1.36× 1.0× typical	4 → 4	+1	Organic or recruited	Schwab	51.6
10	Nvest Financial, LLC PORTSMOUTH	$379.8M → $688.3M	1.81× 1.4× typical	7 → 5	0	Organic	Fidelity	50.3

Score: 0 to 100, from each firm's percentile among 5,989 RIAs nationally. See the national top 100 and the tech stacks they run.

How we ranked

Who's in: 5,989 SEC-registered RIAs serving individuals, based in the US, with $100M+ in assets, 25+ individual clients and 2+ advisory staff, that filed their 2026 annual Form ADV. Bank and broker-dealer networks (more advisors moving than advisory staff) are left out.
Asset growth (half the score): regulatory assets at the end of 2025 (2026 annual Form ADV) over the end of 2023 (the firm's last 2024 filing). Firms update this number once a year, in the annual amendment. The typical firm grew 1.34×, which is mostly the market. Growth over 3× counts as 3×, so one big merger can't decide the list (acquisitions aren't reported on Form ADV).
Advisory staff growth (a quarter): employees giving investment advice (Item 5.B(1)), over the same two years.
Net advisors (a quarter): registered advisors who joined the firm in the last 12 months minus those who left, from SEC registration records.
Each is a percentile among the firms that are in, and only firms whose assets grew faster than the typical firm's are listed. Assets include market gains and any acquisitions, so a high rank is a signal to look closer, not proof of organic growth.
How they grew (an estimate): each firm's gain, split four ways. Typical: what the typical firm grew. Acquired: firms most of whose advisors moved to it (half or more, and the old firm stopped filing, or three-quarters or more), at their last reported assets; a buyer that keeps an acquired firm filing on its own isn't seen, so this is a floor. Joined (hatched): advisors who moved in from other firms, at up to their old firm's assets per advisor ($150M at most), since a new hire may bring no clients at all. Organic: the rest, new clients and existing clients' money. “Organic” firms are organic even if every joiner brought a full book.
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The fastest-growing RIAs in New Hampshire.

How we ranked