Whitegate Investment Counselors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Concord, NH. Its latest Form ADV filing, dated March 30, 2026, reports $545M in regulatory assets under management, 3 employees, and 477 accounts.
Assets Under Management
$545M
Employees
3
Offices
--
Total Clients
139
Primary office
CONCORD, NH
143 NORTH MAIN STREET, SUITE 203, CONCORD, NH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.7% of total clients.
Top client categories% of clientsClients
1
HNWI
54.7%
76
2
Individuals
43.2%
60
3
Charitable
1.4%
2
4
Corporations
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$545Mas of March 30, 2026
Discretionary98.2%
$535M
98% of total RAUM98.2%
Non-discretionary1.8%
$10M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$545M
Total Accounts477
10Y AUM Change$-239M (-30.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee46:1
10Y Employee Change-5 (-62.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.