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Top RIA Firms in New Hampshire
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in New Hampshire. This hub covers 73 matching firms with $59.8B in total reported AUM and median AUM of $315.3M.
Firms
73
Matching current profiles
Total AUM
$59.8B
Reported regulatory AUM
Median AUM
$315.3M
Across firms with AUM
Largest firm
$14.1B
Prime Buchholz LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Prime Buchholz LLC CRD 106455 · Limited Liability Company | PORTSMOUTH, NH | $14.1B Mar 2026 | +$3.7B+35.1% | +$5.2B+59.2% | +$7.1B+103.2% | — | +17 employees+15.5% over 3Y | +36 accounts+73.5% over 3Y |
| 2. Impax Asset Management LLC CRD 114335 · Limited Liability Company | PORTSMOUTH, NH | $8.9B Dec 2025 | -$700.7M-7.3% | +$1.4B+18.6% | +$4.7B+109.2% | +$6.4B+255.0% | -11 employees-10.6% over 3Y | +7 accounts+35.0% over 3Y |
| 3. Global Forest Partners LP CRD 127064 · Limited Partnership | LEBANON, NH | $3.5B Apr 2026 | -$202.3M-5.5% | -$559.5M-13.8% | -$41.5M-1.2% | +$91.6M+2.7% | 0 employees+0.0% over 3Y | -31 accounts-62.0% over 3Y |
| 4. Matrix Capital Management Company, LP CRD 160066 · Limited Partnership | PORTSMOUTH, NH | $2.3B Mar 2026 | -$2.7B-53.7% | -$5.3B-69.5% | -$8.0B-77.5% | +$1.6B+240.7% | -23 employees-76.7% over 3Y | 0 accounts+0.0% over 3Y |
| 5. The Harbor Group, INC. CRD 105637 · Corporation | BEDFORD, NH | $2.0B May 2026 | +$262.0M+15.1% | +$670.7M+50.6% | +$645.4M+47.8% | +$1.2B+152.3% | +4 employees+22.2% over 3Y | +427 accounts+12.9% over 3Y |
| 6. Wellesley Asset Management, INC. CRD 116176 · Corporation | PORTSMOUTH, NH | $2.0B Mar 2026 | -$72.4M-3.5% | -$403.3M-16.8% | -$795.0M-28.5% | +$991.1M+99.1% | -4 employees-11.8% over 3Y | +142 accounts+7.8% over 3Y |
| 7. Tide Cycle Resources LLC CRD 330698 · Limited Liability Company | PORTSMOUTH, NH | $1.9B Mar 2026 | +$454.9M+32.6% | — | — | +$454.9M+32.6% | +1 employees+100.0% over 1Y | 0 accounts+0.0% over 1Y |
| 8. Charter Oak Capital Management CRD 120870 · Limited Liability Company | PORTSMOUTH, NH | $1.6B Apr 2026 | +$149.8M+10.5% | +$586.2M+59.6% | +$787.4M+100.7% | +$1.4B+737.9% | +6 employees+28.6% over 3Y | -2,887 accounts-67.4% over 3Y |
| 9. David Wendell Associates, INC. CRD 106664 · Corporation | PORTSMOUTH, NH | $1.3B Mar 2026 | +$59.3M+4.7% | +$229.9M+20.9% | +$357.7M+36.8% | +$847.8M+175.7% | -1 employees-16.7% over 3Y | -5 accounts-1.1% over 3Y |
| 10. Conservation Resource Partners, LLC CRD 160706 · Limited Liability Company | EXETER, NH | $822.1M May 2026 | +$44.2M+5.7% | -$11.4M-1.4% | +$41.5M+5.3% | +$599.1M+268.7% | +3 employees+21.4% over 3Y | 0 accounts+0.0% over 3Y |
| 11. Eldridge Investment Advisors INC CRD 106380 · Corporation | MANCHESTER, NH | $814.3M May 2026 | +$23.4M+3.0% | +$229.1M+39.1% | +$248.8M+44.0% | +$614.4M+307.3% | 0 employees+0.0% over 3Y | +87 accounts+9.6% over 3Y |
| 12. Cmh Wealth Management, LLC CRD 150138 · Limited Liability Company | PORTSMOUTH, NH | $813.4M May 2026 | +$39.3M+5.1% | +$257.4M+46.3% | +$253.5M+45.3% | +$694.9M+586.8% | +2 employees+28.6% over 3Y | +161 accounts+29.7% over 3Y |
| 13. The Lyme Timber Company LLC CRD 171953 · Limited Liability Company | HANOVER, NH | $773.9M Mar 2026 | +$35.2M+4.8% | -$178.8M-18.8% | -$446.0M-36.6% | +$600.6M+346.6% | +3 employees+20.0% over 3Y | +2 accounts+18.2% over 3Y |
| 14. Summit Wealth Group LLC CRD 282205 · Limited Liability Company | EXETER, NH | $761.9M Mar 2026 | +$105.6M+16.1% | +$262.2M+52.5% | +$380.1M+99.6% | — | -1 employees-9.1% over 3Y | +94 accounts+7.0% over 3Y |
| 15. Carlson Investments CRD 105729 · Corporation | CONCORD, NH | $735.5M Mar 2026 | +$100.6M+15.8% | -$89.5M-10.8% | +$200.0M+37.4% | +$200.9M+37.6% | +1 employees+7.7% over 3Y | +130 accounts+17.0% over 3Y |
| 16. Nvest Financial, LLC CRD 128868 · Limited Liability Company | PORTSMOUTH, NH | $688.3M Mar 2026 | +$164.9M+31.5% | +$419.9M+156.5% | — | +$413.9M+150.8% | +4 employees+33.3% over 3Y | +882 accounts+74.5% over 3Y |
| 17. Affinity Investment Group, LLC CRD 117191 · Limited Liability Company | EXETER, NH | $595.1M May 2026 | +$79.8M+15.5% | +$227.0M+61.6% | +$258.2M+76.6% | +$489.8M+465.0% | +2 employees+28.6% over 3Y | +199 accounts+14.0% over 3Y |
| 18. Milestone Financial Planning, LLC CRD 283439 · Limited Liability Company | BEDFORD, NH | $590.3M Apr 2026 | +$103.6M+21.3% | +$236.9M+67.0% | +$344.1M+139.8% | +$444.6M+305.3% | +10 employees+76.9% over 3Y | +304 accounts+33.1% over 3Y |
| 19. Granite Bay Wealth Management, LLC CRD 174765 · Limited Liability Company | PORTSMOUTH, NH | $588.0M May 2026 | +$143.4M+32.2% | +$335.5M+132.8% | +$341.4M+138.4% | — | 0 employees+0.0% over 3Y | +528 accounts+44.0% over 3Y |
| 20. Mascoma Wealth Management CRD 174907 · Limited Liability Company | HANOVER, NH | $567.8M Feb 2026 | +$132.4M+30.4% | +$186.4M+48.9% | +$301.8M+113.5% | +$458.4M+419.1% | +2 employees+20.0% over 3Y | -163 accounts-12.1% over 3Y |
| 21. Whitegate Investment Counselors, INC. CRD 107732 · Corporation | CONCORD, NH | $545.4M Mar 2026 | -$253.9K-0.0% | -$73.0M-11.8% | -$462.0M-45.9% | +$256.0M+88.5% | -1 employees-25.0% over 3Y | -7 accounts-1.4% over 3Y |
| 22. Brophy Wealth Management, LLC CRD 169894 · Limited Liability Company | BEDFORD, NH | $532.5M May 2026 | +$20.0M+3.9% | +$168.1M+46.1% | +$320.8M+151.5% | +$377.3M+243.1% | +3 employees+37.5% over 3Y | +63 accounts+5.5% over 3Y |
| 23. Measured Wealth Private Client Group, LLC CRD 170442 · Limited Liability Company | PORTSMOUTH, NH | $528.3M Mar 2026 | +$64.4M+13.9% | +$143.7M+37.3% | +$133.0M+33.6% | +$497.8M+1628.0% | 0 employees+0.0% over 3Y | +42 accounts+3.1% over 3Y |
| 24. Essential Planning, LLC CRD 106651 · Limited Liability Company | PORTSMOUTH, NH | $524.4M Mar 2026 | +$84.8M+19.3% | +$191.9M+57.7% | +$298.1M+131.7% | +$387.4M+282.8% | +4 employees+57.1% over 3Y | +726 accounts+49.0% over 3Y |
| 25. Harbor Advisory Corporation CRD 105151 · Corporation | PORTSMOUTH, NH | $480.9M May 2026 | +$37.0M+8.3% | +$121.2M+33.7% | +$217.1M+82.3% | +$366.3M+319.6% | 0 employees+0.0% over 3Y | -17 accounts-4.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.