Written by investor.com
November 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 November 06, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New Hampshire are as follows:
- Must be rated at least 4.5 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 |
| Apex Wealth Management |
|
$122.0 million | 89 | 1 | $1.4 million |
| Atlas Fiduciary Services |
|
$197.9 million | 88 | 2 | $2.2 million |
| Ballentine Partners |
|
$9.3 billion | 294 | 74 | $31.6 million |
| Bartley Financial Advisors |
|
$116.1 million | 87 | 1 | $1.3 million |
| Bay Colony Advisors |
|
$893.3 million | 1,920 | 22 | $465,256 |
| BAY Point Financial |
|
$63.4 million | 183 | 2 | $346,371 |
| Bcas |
|
$319.0 million | 278 | 8 | $1.1 million |
| 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 |
| Bonacorsi Wealth Management |
|
$51.6 million | 115 | 1 | $448,869 |
| Brendel Financial Advisors |
|
$208.7 million | 271 | 2 | $770,198 |
| Brophy Wealth Management |
|
$364.4 million | 628 | 2 | $580,257 |
| Capitol Wealth Management |
|
$23.7 million | 59 | 3 | $401,042 |
| Carlson Investments |
|
$656.6 million | 318 | 6 | $2.1 million |
| Charter Oak Capital Management |
|
$983.4 million | 1,292 | 12 | $761,160 |
 CMH Wealth Management
|
|
$555.9 million | 256 | 5 | $2.2 million |
| Cohen Investment Advisors |
|
$149.8 million | 188 | 1 | $796,967 |
| 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 |
| Curbstone Financial Management Corp |
|
$336.6 million | 253 | 6 | $1.3 million |
| Dattilio & ASH Capital Management |
|
$9.9 million | 21 | 2 | $472,941 |
| David Wendell Associates |
|
$1.1 billion | 464 | 4 | $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 |
| Eldridge Investment Advisors |
|
$585.2 million | 657 | 8 | $890,774 |
| Essex Private Wealth Management |
|
$228.8 million | 188 | 4 | $1.2 million |
| Estate Planners OF NEW England |
|
$44.2 million | 77 | 2 | $574,025 |
| F L Putnam Investment Management Co. |
|
$4.3 billion | 1,673 | 35 | $2.6 million |
| Family Financial |
|
$127.6 million | 92 | 3 | $1.4 million |
| Financial Pathways |
|
$60.0 million | 71 | 1 | $845,070 |
| 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 |
| 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 |
| Hager Investment Management Services |
|
$104.4 million | 147 | 3 | $709,934 |
| Harbor Advisory Corporation |
|
$359.7 million | 144 | 3 | $2.5 million |
| Hepworth Equity Partners |
|
$87.0 million | 307 | 2 | $283,387 |
| Hodge Financial Services |
|
$147.0 million | 53 | 1 | $2.8 million |
| Integrated Wealth Management |
|
$42.4 million | 41 | 1 | $1.0 million |
| 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 |
| Keel Point |
|
$2.5 billion | 1,392 | 42 | $1.8 million |
| KWM Financial |
|
$1.1 million | 4 | 1 | $265,435 |
| 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 |
| Milestone Financial Planning |
|
$353.4 million | 223 | 8 | $1.6 million |
| Nashua Capital Management |
|
$43.1 million | 24 | 1 | $1.8 million |
| Northstar Financial Planning |
|
$184.0 million | 151 | 6 | $1.2 million |
| One Day In July |
|
$587.5 million | 870 | 12 | $675,230 |
| 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 |
| Robbins Farley |
|
$136.6 million | 311 | 3 | $439,272 |
| Robinson Smith Wealth Advisors |
|
$288.5 million | 186 | 5 | $1.6 million |
| Rockworth Investment Services |
|
$6.4 million | 77 | 1 | $83,132 |
| Seascape Capital Management |
|
$281.5 million | 157 | 4 | $1.8 million |
| SFM |
|
$239.8 million | 188 | 3 | $1.3 million |
| Stonewall Capital Management |
|
$4.0 million | 20 | 1 | $202,296 |
| Summit Wealth Group |
|
$499.7 million | 430 | 8 | $1.2 million |
| Sunpointe Investments |
|
$314.5 million | 107 | 8 | $2.9 million |
| TCG Wealth Management |
|
$89.5 million | 120 | 3 | $745,965 |
| The Harbor Group |
|
$1.3 billion | 648 | 8 | $2.0 million |
| The Ivy League Advisory Group |
|
$18.3 million | 196 | 2 | $93,159 |
| Three Bearings Fiduciary Advisors |
|
$256.4 million | 188 | 2 | $1.4 million |
| Trinexus Capital |
|
$16.0 million | 7 | 2 | $2.3 million |
| Valpey Financial Services |
|
$152.4 million | 147 | 1 | $1.0 million |
| ValueWorks |
|
$293.3 million | 112 | 3 | $2.6 million |
| Veris Wealth Partners |
|
$1.8 billion | 355 | 7 | $5.1 million |
| Washington Peak Investment Advisors |
|
$36.3 million | 27 | 1 | $1.3 million |
| White Pine Investments |
|
$18.0 million | 79 | 1 | $227,848 |
| Whitegate Investment Counselors |
|
$618.4 million | 160 | 4 | $3.9 million |
| Williams Wealth Management |
|
$106.6 million | 176 | 3 | $605,603 |
| Zerocelsius Wealth Studio |
|
$73.7 million | 144 | 1 | $511,702 |
More Top Firms by State
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investor.com
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