Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in New Hampshire.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Hampshire are as followed:
- Must be Trusted by investor.com.
- 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 |
| Advisory Resource Group |
|
$0.0 | 275 | 3 | $0.0 |
| Advisory Services Network |
|
$5.7 billion | 7,974 | 192 | $713,087 |
| American Trust Investment Advisors |
|
$326.0 million | 128 | 2 | $2.5 million |
| Atlas Fiduciary Services |
|
$138.0 million | 8 | 2 | $17.3 million |
| Avantax Planning Partners |
|
$5.8 billion | 4,789 | 53 | $1.2 million |
| BaldwinClarke |
|
$340.7 million | 273 | 7 | $1.2 million |
| Ballentine Partners |
|
$10.5 billion | 278 | 63 | $37.8 million |
| Bay Colony Advisors |
|
$805.5 million | 1,606 | 22 | $501,582 |
| BAY Point Financial |
|
$62.9 million | 152 | 2 | $413,652 |
| Beck Bode |
|
$433.8 million | 1,267 | 12 | $342,368 |
| Blueline Advisors |
|
$192.4 million | 73 | 4 | $2.6 million |
| Bluestone Wealth Management |
|
$245.8 million | 29 | 2 | $8.5 million |
| BMO Family Office |
|
$7.3 billion | 46 | 14 | $158.2 million |
| Brophy Wealth Management |
|
$418.0 million | 408 | 5 | $1.0 million |
| Capitol Wealth Management |
|
$29.4 million | 50 | 3 | $587,304 |
| Case Investment Management |
|
$4.8 million | 9 | 1 | $531,452 |
| Charter Oak Capital Management |
|
$890.3 million | 1,180 | 12 | $754,523 |
 CMH Wealth Management
|
|
$617.0 million | 228 | 5 | $2.7 million |
 Cottage Street Advisors
|
|
$233.8 million | 100 | 2 | $2.3 million |
| Creative Financial Strategies |
|
$11.3 million | 49 | 1 | $230,564 |
| Creegan & Nassoura Financial Group |
|
$229.2 million | 141 | 2 | $1.6 million |
| Curbstone Financial Management Corp |
|
$382.4 million | 258 | 6 | $1.5 million |
| Dattilio & ASH Capital Management |
|
$11.0 million | 21 | 2 | $523,324 |
| David Wendell Associates |
|
$1.3 billion | 470 | 5 | $2.7 million |
| Davis Wealth Advisors |
|
$78.2 million | 53 | 2 | $1.5 million |
| DHK Financial Advisors |
|
$1.6 billion | 64 | 2 | $24.4 million |
| DL Carlson Investment Group |
|
$825.0 million | 301 | 6 | $2.7 million |
| Eldridge Investment Advisors |
|
$667.1 million | 645 | 8 | $1.0 million |
| Essex Private Wealth Management |
|
$476.6 million | 356 | 5 | $1.3 million |
| Estate Planners OF NEW England |
|
$79.0 million | 186 | 4 | $424,731 |
| F L Putnam Investment Management Co. |
|
$4.5 billion | 1,408 | 31 | $3.2 million |
| Fisher Financial Advisors |
|
$187.4 million | 512 | 4 | $365,980 |
| Flagship Harbor Advisors |
|
$2.1 billion | 6,297 | 54 | $337,653 |
| Flying Point Financial |
|
$166.0 million | 151 | 3 | $1.1 million |
| Four Tree Island Advisory |
|
$89.8 million | 44 | 1 | $2.0 million |
| GIA Investment Advisors |
|
$21.1 million | 49 | 2 | $430,058 |
| Global Forest Partners |
|
$3.5 billion | 52 | 24 | $66.8 million |
| Golden Financial Services |
|
$41.9 million | 109 | 1 | $384,764 |
| Granite Bay Wealth Management |
|
$292.5 million | 390 | 3 | $749,989 |
| Granite Financial Partners |
|
$250.1 million | 273 | 2 | $916,185 |
| Granite Value Capital |
|
$107.6 million | 69 | 2 | $1.6 million |
| Grodman Financial Group |
|
$10.8 million | 36 | 2 | $298,615 |
 Grove Street Fiduciary
|
|
$358.8 million | 240 | 2 | $1.5 million |
| Harbor Advisory Corporation |
|
$391.7 million | 137 | 3 | $2.9 million |
| Hodge Financial Services |
|
$160.1 million | 58 | 1 | $2.8 million |
| Independence Financial Advisors |
|
$330.7 million | 2,115 | 7 | $156,351 |
| Independent Advisor Alliance |
|
$9.8 billion | 25,206 | 207 | $390,000 |
| JMH Wealth Management |
|
$109.4 million | 84 | 2 | $1.3 million |
| Jordan Park Group |
|
$17.6 billion | 174 | 57 | $101.2 million |
| JTD Financial Services |
|
$19.0 million | 75 | 1 | $252,825 |
| KBR Retirement & Investment Solutions |
|
$18.8 million | 82 | 1 | $229,662 |
| Kearsarge Wealth Management |
|
$1.1 million | 4 | 1 | $266,672 |
| Leathe & Associates |
|
$93.3 million | 45 | 1 | $2.1 million |
| Legacy Financial Solutions |
|
$15.3 million | 120 | 2 | $127,500 |
| Loudon Investment Management |
|
$190.2 million | 81 | 1 | $2.3 million |
| Lumbard & Kellner |
|
$318.4 million | 216 | 3 | $1.5 million |
| MAI Capital Management |
|
$14.4 billion | 5,776 | 112 | $2.5 million |
| Markowski Investments |
|
$352.8 million | 738 | 15 | $478,099 |
| Mascoma Wealth Management |
|
$381.4 million | 730 | 8 | $522,432 |
| McGuigan Financial |
|
$64.8 million | 122 | 1 | $530,737 |
| Measured Wealth Private Client Group |
|
$447.9 million | 640 | 8 | $699,776 |
| Merryfield Investment Management |
|
$52.9 million | 88 | 1 | $601,544 |
| MHP Asset Management |
|
$40.2 million | 96 | 1 | $419,114 |
| Michael D. Taxman Investment Management |
|
$102.8 million | 23 | 1 | $4.5 million |
| Middle Street Capital |
|
$69.7 million | 54 | 1 | $1.3 million |
| Mike Bonacorsi |
|
$61.1 million | 179 | 1 | $341,374 |
| Milestone Financial Planning |
|
$382.8 million | 222 | 7 | $1.7 million |
| MKT Investments |
|
$3.7 million | 33 | 1 | $111,666 |
| Nashua Capital Management |
|
$55.7 million | 22 | 1 | $2.5 million |
| Newsource Advisory |
|
$68.1 million | 5 | 1 | $13.6 million |
| Northeast Planning Associates |
|
$285.2 million | 534 | 66 | $534,156 |
| Northstar Financial Planning |
|
$193.0 million | 120 | 6 | $1.6 million |
| R M Davis |
|
$6.8 billion | 2,420 | 19 | $2.8 million |
| RBF Wealth Advisors |
|
$479.2 million | 938 | 7 | $510,890 |
| Resolute Financial |
|
$443.8 million | 329 | 5 | $1.3 million |
| Robinson Smith Wealth Advisors |
|
$392.2 million | 186 | 6 | $2.1 million |
| Rockworth Investment Services |
|
$7.0 million | 84 | 1 | $83,583 |
| Seacrest Wealth Management |
|
$1.4 billion | 1,783 | 43 | $791,777 |
| Seascape Capital Management |
|
$300.0 million | 159 | 4 | $1.9 million |
| SFM |
|
$262.3 million | 140 | 3 | $1.9 million |
| Steward Partners Investment Advisory |
|
$13.2 billion | 13,202 | 245 | $1.0 million |
| Summit Wealth Group |
|
$559.7 million | 429 | 8 | $1.3 million |
| Taylor, Cottrill, Erickson and Associates |
|
$717.8 million | 144 | 4 | $5.0 million |
| The Eideard Group |
|
$318.7 million | 41 | 4 | $7.8 million |
| THE Foundry Financial Group |
|
$0.0 | 217 | 4 | $0.0 |
| The Harbor Group |
|
$1.5 billion | 634 | 6 | $2.4 million |
| The Ivy League Advisory Group |
|
$20.0 million | 199 | 2 | $100,368 |
| The Mather Group |
|
$8.6 billion | 3,048 | 78 | $2.8 million |
| The Patriot Financial Group |
|
$1.2 billion | 3,042 | 50 | $378,499 |
| The Wealth Conservatory |
|
$89.1 million | 116 | 3 | $767,813 |
| Three Bearings Fiduciary Advisors |
|
$286.3 million | 178 | 2 | $1.6 million |
| Veris Wealth Partners |
|
$2.1 billion | 349 | 7 | $6.1 million |
| Victory Capital Management |
|
$169.6 billion | 2,706 | 83 | $62.7 million |
| Vigilant Capital Management |
|
$2.2 billion | 461 | 21 | $4.9 million |
| Wadsworth & Hansen, Financial Planners |
|
$0.0 | 325 | 2 | $0.0 |
| Washington Peak Investment Advisors |
|
$14.0 million | 23 | 1 | $608,695 |
| Wellesley Asset Management |
|
$3.1 billion | 1,836 | 24 | $1.7 million |
| White Pine Investments |
|
$18.0 million | 75 | 1 | $240,000 |
| Wipfli Financial Advisors |
|
$5.1 billion | 2,826 | 80 | $1.8 million |
| Zerocelsius Wealth Studio |
|
$81.6 million | 149 | 1 | $547,675 |
More Top Firms by State
About the Editorial Team
investor.com
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