Granite State Retirement Planning, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 3, 2026, reports $143M in regulatory assets under management, 1 employee, and 454 accounts.
Assets Under Management
$143M
Employees
1
Offices
--
Total Clients
128
Primary office
BEDFORD, NH
360 ROUTE 101, SUITE 1301, BEDFORD, NH, United States
Top client segmentIndividuals represent 65.6% of total clients.
Top client categories% of clientsClients
1
Individuals
65.6%
84
2
HNWI
34.4%
44
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$143Mas of March 3, 2026
Discretionary97.8%
$140M
98% of total RAUM97.8%
Non-discretionary2.2%
$3M
2% of total RAUM2.2%
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$143M
Total Accounts454
10Y AUM Change+$25M (+20.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee128:1
10Y Employee Change0 (0.0%)
* 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.