SEC Form ADV, by state
The largest investment adviser firms in New Hampshire
The current SEC Form ADV data lists 85 investment adviser firms headquartered in New Hampshire, of which 10 (11.8%) answered yes to at least one disciplinary or legal question on Form ADV Item 11. Below are the 50 largest by regulatory assets under management, a gross size measure each firm reports itself. Size is not a quality score, and no public record reports any firm's investment returns.
| Firm | City | Regulatory AUM | Fee methods | Item 11 disclosure |
|---|---|---|---|---|
| PRIME BUCHHOLZ LLC | PORTSMOUTH | $14B | % of AUMfixedother | none reported |
| IMPAX ASSET MANAGEMENT LLC | PORTSMOUTH | $8.9B | % of AUM | none reported |
| GLOBAL FOREST PARTNERS LP | LEBANON | $3.5B | % of AUMfixedperformance | none reported |
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | PORTSMOUTH | $2.3B | % of AUMperformance | none reported |
| THE HARBOR GROUP, INC. | BEDFORD | $2.0B | % of AUMhourlyfixed | none reported |
| WELLESLEY ASSET MANAGEMENT, INC. | PORTSMOUTH | $2.0B | % of AUMperformance | yes, reported |
| TIDE CYCLE RESOURCES LLC | PORTSMOUTH | $1.9B | % of AUM | none reported |
| CHARTER OAK CAPITAL MANAGEMENT | PORTSMOUTH | $1.6B | % of AUMhourlyfixed | none reported |
| DAVID WENDELL ASSOCIATES, INC. | PORTSMOUTH | $1.3B | % of AUMfixed | none reported |
| ARCA WEALTH, LLC | PORTSMOUTH | $1.3B | % of AUMhourlyfixed | none reported |
| CONSERVATION RESOURCE PARTNERS, LLC | EXETER | $822M | % of AUMperformance | none reported |
| ELDRIDGE INVESTMENT ADVISORS INC | MANCHESTER | $814M | % of AUM | none reported |
| CMH WEALTH MANAGEMENT, LLC | PORTSMOUTH | $813M | % of AUMfixed | none reported |
| THE LYME TIMBER COMPANY LLC | HANOVER | $774M | % of AUMhourlyfixedperformanceother | none reported |
| SUMMIT WEALTH GROUP LLC | EXETER | $762M | % of AUMhourlyfixed | none reported |
| CARLSON INVESTMENTS | CONCORD | $736M | % of AUM | none reported |
| NVEST FINANCIAL, LLC | PORTSMOUTH | $688M | % of AUMhourlyfixed | yes, reported |
| AFFINITY INVESTMENT GROUP, LLC | EXETER | $595M | % of AUMfixedcommissions | none reported |
| MILESTONE FINANCIAL PLANNING, LLC | BEDFORD | $590M | % of AUMfixed | none reported |
| MASCOMA WEALTH MANAGEMENT | HANOVER | $568M | % of AUM | none reported |
| WHITEGATE INVESTMENT COUNSELORS, INC. | CONCORD | $545M | % of AUMhourly | none reported |
| BROPHY WEALTH MANAGEMENT, LLC | BEDFORD | $533M | % of AUMhourlyfixed | none reported |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | PORTSMOUTH | $528M | % of AUMhourlyfixed | none reported |
| ESSENTIAL PLANNING, LLC | PORTSMOUTH | $524M | % of AUMhourlyfixed | yes, reported |
| HARBOR ADVISORY CORPORATION | PORTSMOUTH | $481M | % of AUMhourlyfixed | none reported |
| SEASCAPE CAPITAL MANAGEMENT,LLC | PORTSMOUTH | $467M | % of AUM | none reported |
| BCAS | BEDFORD | $466M | % of AUMhourlyfixed | none reported |
| INDEPENDENCE FINANCIAL ADVISORS, LLC | FRANKLIN | $464M | % of AUMhourlyother | none reported |
| ARCADIA WEALTH MANAGEMENT, LLC | MANCHESTER | $446M | % of AUM | none reported |
| LUMBARD & KELLNER, LLC | HOLLIS | $444M | % of AUM | none reported |
| NORTHEAST PLANNING ASSOCIATES, INC. | BEDFORD | $414M | % of AUMhourlyfixed | none reported |
| GROVE STREET FIDUCIARY, LLC | PETERBOROUGH | $413M | % of AUMhourlyfixed | none reported |
| CURBSTONE FINANCIAL MANAGEMENT CORP. | MANCHESTER | $412M | % of AUM | none reported |
| SFM, LLC | MANCHESTER | $403M | % of AUMhourlyfixed | yes, reported |
| CORNERSTONE FINANCIAL PLANNING, LLC | PORTSMOUTH | $401M | % of AUMhourlyfixed | none reported |
| THREE BEARINGS FIDUCIARY ADVISORS, INC. | HAMPTON | $351M | % of AUMhourlyfixed | none reported |
| AURELIUS FAMILY OFFICE, LLC | BEDFORD | $315M | % of AUMfixed | yes, reported |
| BEXIL ADVISERS LLC | WALPOLE | $307M | % of AUM | none reported |
| AMERICAN TRUST INVESTMENT ADVISORS, LLC | LEBANON | $303M | % of AUM | none reported |
| THE FOUNDRY FINANCIAL GROUP, INC. | LACONIA | $284M | % of AUMhourlyfixed | none reported |
| NORTHSTAR FINANCIAL PLANNING, LLC | WINDHAM | $276M | % of AUMfixed | none reported |
| BLUESTONE WEALTH MANAGEMENT LLC | KEENE | $273M | % of AUMfixed | none reported |
| ATLAS FIDUCIARY SERVICES, INC. | CONCORD | $269M | % of AUMhourly | none reported |
| BIRCH FINANCIAL GROUP | KEENE | $265M | % of AUMhourlyfixedother | none reported |
| BRENDEL FINANCIAL ADVISORS LLC | HANOVER | $260M | % of AUM | none reported |
| COHEN INVESTMENT ADVISORS, LLC | BEDFORD | $259M | % of AUMfixed | none reported |
| ROBBINS FARLEY LLC | BEDFORD | $253M | % of AUMhourlyfixed | none reported |
| BLUELINE ADVISORS | EXETER | $247M | % of AUMfixed | none reported |
| LOUDON INVESTMENT MANAGEMENT, LLC | WEST LEBANON | $232M | % of AUM | none reported |
| VALPEY FINANCIAL SERVICES LLC | CONCORD | $226M | % of AUMhourly | none reported |
Source: SEC Form ADV monthly data, firms reporting a New Hampshireheadquarters address. Fee-method chips are the compensation arrangements each firm checked on Item 5.E; the disclosure column is the firm's own answer to Item 11. Click through to any firm for the full record and a link to its SEC detail page.
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