Written by investor.com
April 06, 2023
We're thrilled to recognize the 2023 Top Financial Advisor Firms in New Hampshire.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in New Hampshire, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of April 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Hampshire are as follows:
- Must be rated 5 stars by investor.com's Trust Algorithm.
- Must have an office location in New Hampshire.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| American Trust Investment Advisors |
|
$283.0 million | 127 | 2 | $2.2 million |
| BaldwinClarke |
|
$320.3 million | 279 | 7 | $1.1 million |
| Ballentine Partners |
|
$9.3 billion | 294 | 74 | $31.6 million |
| Bay Colony Advisors |
|
$893.3 million | 1,920 | 22 | $465,256 |
| BAY Point Financial |
|
$63.4 million | 183 | 2 | $346,371 |
| Beck Bode |
|
$489.8 million | 1,196 | 17 | $409,562 |
| Blueline Advisors |
|
$169.8 million | 135 | 4 | $1.3 million |
| Bluestone Wealth Management |
|
$208.9 million | 33 | 2 | $6.3 million |
| BMO Family Office |
|
$5.8 billion | 46 | 14 | $125.0 million |
| Brophy Wealth Management |
|
$364.4 million | 628 | 2 | $580,257 |
| Capitol Wealth Management |
|
$23.7 million | 59 | 3 | $401,042 |
| Case Investment Management |
|
$2.8 million | 6 | 1 | $462,956 |
| Charter Oak Capital Management |
|
$983.4 million | 1,292 | 12 | $761,160 |
 CMH Wealth Management
|
|
$555.9 million | 256 | 5 | $2.2 million |
| Coach Capital Management |
|
$0.0 | 5 | 1 | $0.0 |
| Compass Rose Private Investment Management |
|
$104.0 million | 180 | 4 | $577,945 |
| Cottage Street Advisors |
|
$190.6 million | 114 | 2 | $1.7 million |
| Creative Financial Strategies |
|
$40.2 million | 62 | 1 | $648,290 |
| Creegan & Nassoura Financial Group |
|
$225.8 million | 144 | 2 | $1.6 million |
| CS Planning Corp |
|
$542.6 million | 1,335 | 43 | $406,417 |
| Curbstone Financial Management Corp |
|
$382.4 million | 258 | 6 | $1.5 million |
| Dattilio & ASH Capital Management |
|
$9.9 million | 21 | 2 | $472,941 |
| David Wendell Associates |
|
$1.1 billion | 464 | 5 | $2.4 million |
| Davis Wealth Advisors |
|
$101.7 million | 68 | 3 | $1.5 million |
| DHK Financial Advisors |
|
$1.3 billion | 55 | 2 | $23.7 million |
| DL Carlson Investment Group |
|
$656.6 million | 318 | 6 | $2.1 million |
| Eldridge Investment Advisors |
|
$585.2 million | 657 | 8 | $890,774 |
| Estate Planners OF NEW England |
|
$82.2 million | 204 | 4 | $402,941 |
| F L Putnam Investment Management Co. |
|
$4.3 billion | 1,673 | 35 | $2.6 million |
| Fisher Financial Advisors |
|
$180.0 million | 518 | 2 | $347,490 |
| Flagship Harbor Advisors |
|
$1.9 billion | 6,879 | 52 | $280,398 |
| Flying Point Financial |
|
$145.2 million | 189 | 3 | $768,465 |
| Four Tree Island Advisory |
|
$80.7 million | 49 | 1 | $1.6 million |
| Global Forest Partners |
|
$4.1 billion | 50 | 24 | $81.2 million |
| Golden Financial Services |
|
$37.1 million | 106 | 1 | $350,155 |
| Granite Bay Wealth Management |
|
$252.5 million | 443 | 3 | $570,008 |
| Granite Financial Partners |
|
$250.1 million | 273 | 2 | $916,185 |
| Granite Value Capital |
|
$111.3 million | 70 | 2 | $1.6 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Grodman Financial Group |
|
$5.8 million | 45 | 2 | $129,253 |
| Grove Street Fiduciary |
|
$344.2 million | 240 | 2 | $1.4 million |
| Harbor Advisory Corporation |
|
$359.7 million | 144 | 3 | $2.5 million |
| Hodge Financial Services |
|
$147.0 million | 53 | 1 | $2.8 million |
| Independence Financial Advisors |
|
$329.7 million | 2,337 | 4 | $141,065 |
| Independent Advisor Alliance |
|
$10.1 billion | 29,648 | 227 | $340,518 |
| JMH Wealth Management |
|
$92.9 million | 84 | 2 | $1.1 million |
| Jordan Park Group |
|
$13.7 billion | 203 | 10 | $67.7 million |
| JTD Financial Services |
|
$16.1 million | 70 | 1 | $229,970 |
| KBR Retirement & Investment Solutions |
|
$19.9 million | 105 | 1 | $189,523 |
| Lake Street Advisors |
|
$2.9 billion | 75 | 27 | $38.5 million |
| Leathe & Associates |
|
$77.8 million | 52 | 1 | $1.5 million |
| Ledgewood Wealth Advisors |
|
$151.7 million | 97 | 2 | $1.6 million |
| Legacy Financial Solutions |
|
$17.6 million | 120 | 2 | $146,666 |
| Little House Capital |
|
$399.5 million | 204 | 7 | $2.0 million |
| Loudon Investment Management |
|
$168.0 million | 83 | 1 | $2.0 million |
| Lumbard & Kellner |
|
$303.0 million | 119 | 3 | $2.5 million |
| MAI Capital Management |
|
$15.8 billion | 7,458 | 134 | $2.1 million |
| Markowski Investments |
|
$267.9 million | 1,032 | 15 | $259,579 |
| Mascoma Wealth Management |
|
$421.8 million | 862 | 8 | $489,274 |
| McGuigan Financial |
|
$43.0 million | 120 | 1 | $358,072 |
| McLean Asset Management Corp |
|
$884.0 million | 732 | 17 | $1.2 million |
| Measured Wealth Private Client Group |
|
$384.7 million | 606 | 11 | $634,773 |
| Merryfield Investment Management |
|
$38.2 million | 86 | 1 | $443,926 |
| MHP Asset Management |
|
$39.8 million | 98 | 1 | $405,867 |
| Michael D. Taxman Investment Management |
|
$92.8 million | 22 | 1 | $4.2 million |
| Middle Street Capital |
|
$54.8 million | 56 | 1 | $978,657 |
| Mike Bonacorsi |
|
$51.6 million | 115 | 1 | $448,869 |
| Milestone Financial Planning |
|
$353.4 million | 223 | 8 | $1.6 million |
| Nashua Capital Management |
|
$43.1 million | 24 | 1 | $1.8 million |
| Northeast Planning Associates |
|
$255.6 million | 876 | 69 | $291,834 |
| Northstar Financial Planning |
|
$184.0 million | 151 | 6 | $1.2 million |
| Peak Wealth Management |
|
$93.6 million | 118 | 3 | $793,071 |
| R M Davis |
|
$5.8 billion | 2,352 | 18 | $2.4 million |
| RBF Wealth Advisors |
|
$435.3 million | 1,036 | 8 | $420,189 |
| Robinson Smith Wealth Advisors |
|
$288.5 million | 186 | 5 | $1.6 million |
| Rockworth Investment Services |
|
$6.4 million | 77 | 1 | $83,132 |
| Seacrest Wealth Management |
|
$1.1 billion | 1,824 | 43 | $611,177 |
| Seascape Capital Management |
|
$281.5 million | 157 | 4 | $1.8 million |
| SFM |
|
$239.8 million | 188 | 3 | $1.3 million |
| Snowden Capital Advisors |
|
$4.7 billion | 5,787 | 93 | $819,083 |
| Steward Partners Investment Advisory |
|
$13.2 billion | 13,202 | 245 | $1.0 million |
| Taylor, Cottrill, Erickson and Associates |
|
$618.4 million | 160 | 4 | $3.9 million |
| The Eideard Group |
|
$263.3 million | 41 | 4 | $6.4 million |
| THE Foundry Financial Group |
|
$0.0 | 223 | 4 | $0.0 |
| The Harbor Group |
|
$1.3 billion | 648 | 8 | $2.0 million |
| The Ivy League Advisory Group |
|
$19.9 million | 161 | 2 | $123,678 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Patriot Financial Group |
|
$1.6 billion | 2,855 | 54 | $570,843 |
| THE Wealth Conservatory |
|
$81.0 million | 94 | 3 | $862,038 |
| Three Bearings Fiduciary Advisors |
|
$256.4 million | 188 | 2 | $1.4 million |
| Valpey Financial Services |
|
$164.2 million | 155 | 1 | $1.1 million |
| ValueWorks |
|
$256.0 million | 110 | 2 | $2.3 million |
| Veris Wealth Partners |
|
$1.8 billion | 355 | 7 | $5.1 million |
| Victory Capital Management |
|
$140.8 billion | 3,018 | 83 | $46.7 million |
| Vigilant Capital Management |
|
$2.2 billion | 504 | 20 | $4.4 million |
| Wadsworth & Hansen, Financial Planners |
|
$0.0 | 500 | 2 | $0.0 |
| Washington Peak Investment Advisors |
|
$36.3 million | 27 | 1 | $1.3 million |
| Wellesley Asset Management |
|
$2.4 billion | 1,814 | 18 | $1.3 million |
| White Pine Investments |
|
$18.0 million | 79 | 1 | $227,848 |
| Zerocelsius Wealth Studio |
|
$73.7 million | 144 | 1 | $511,702 |
More Top Firms by State
About the Editorial Team
investor.com
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