Rialytix insights

Top RIA Firms in Bedford, New Hampshire

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bedford, New Hampshire. This hub covers 12 matching firms with $5.5B in total reported AUM and median AUM of $287.3M.

Firms

Matching current profiles

Total AUM

$5.5B

Reported regulatory AUM

Median AUM

$287.3M

Across firms with AUM

Largest firm

$2.0B

The Harbor Group, INC.

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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. 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
2. 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
3. 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
4. Bcas CRD 105666 · Limited Liability Company	BEDFORD, NH	$465.7M Mar 2026	+$77.7M+20.0%	+$125.1M+36.7%	+$152.7M+48.8%	+$342.9M+279.3%	0 employees+0.0% over 3Y	+31 accounts+5.2% over 3Y
5. Northeast Planning Associates, INC. CRD 131406 · Corporation	BEDFORD, NH	$414.0M May 2026	+$86.3M+26.3%	+$158.3M+61.9%	+$189.5M+84.4%	+$286.3M+224.3%	+3 employees+2.4% over 3Y	+246 accounts+19.5% over 3Y
6. Aurelius Family Office, LLC CRD 323016 · Limited Liability Company	BEDFORD, NH	$315.3M Mar 2026	+$49.4M+18.6%	+$201.6M+177.5%	—	—	+2 employees+33.3% over 3Y	-12 accounts-6.7% over 3Y
7. Cohen Investment Advisors, LLC CRD 168595 · Limited Liability Company	BEDFORD, NH	$259.3M May 2026	+$33.7M+14.9%	+$109.5M+73.1%	+$124.4M+92.3%	+$150.1M+137.4%	0 employees+0.0% over 3Y	+308 accounts+50.4% over 3Y
8. Robbins Farley LLC CRD 286581 · Limited Liability Company	BEDFORD, NH	$252.9M Mar 2026	+$27.8M+12.3%	+$116.3M+85.1%	+$112.1M+79.7%	+$137.9M+120.0%	0 employees+0.0% over 3Y	+155 accounts+26.4% over 3Y
9. Apex Wealth Management, LLC CRD 317091 · Limited Liability Company	BEDFORD, NH	$191.1M Feb 2026	+$53.3M+38.7%	+$69.0M+56.6%	—	—	-1 employees-33.3% over 3Y	+52 accounts+23.7% over 3Y
10. The Eideard Group, LLC CRD 139834 · Limited Liability Company	BEDFORD, NH	$158.1M Mar 2026	-$115.4M-42.2%	-$160.6M-50.4%	-$328.4M-67.5%	-$374.9M-70.3%	-4 employees-57.1% over 3Y	-113 accounts-40.4% over 3Y
11. Bartley Financial Advisors, LLC CRD 124293 · Limited Liability Company	BEDFORD, NH	$151.6M Mar 2026	+$11.6M+8.3%	+$37.2M+32.5%	—	+$44.4M+41.4%	+1 employees+25.0% over 3Y	+73 accounts+17.2% over 3Y
12. Granite State Retirement Planning, INC. CRD 141899 · Corporation	BEDFORD, NH	$143.2M Mar 2026	+$11.1M+8.4%	+$41.0M+40.1%	—	+$24.5M+20.7%	0 employees+0.0% over 3Y	-31 accounts-6.4% 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.