RIAs in Concord, New Hampshire
Explore 4 RIAs headquartered in Concord, with $1.8B in combined reported AUM.
RIAs4Headquartered here
Total AUM$1.8BReported regulatory AUM
Total Employees27Reported by these RIAs
% of Total State AUM2.9%% Of total State AUM Reported
All RIAs in Concord
4 RIAsShowing 1–4 of 4 RIAs
Carlson Investments
CONCORD, NHReported AUM$735.5M
Employees14
41.4% of city AUMView RIA ↗
Whitegate Investment Counselors, Inc.
CONCORD, NHReported AUM$545.4M
Employees3
30.7% of city AUMView RIA ↗
Atlas Fiduciary Services, Inc.
CONCORD, NHReported AUM$269.3M
Employees6
15.2% of city AUMView RIA ↗
Valpey Financial Services LLC
CONCORD, NHReported AUM$226M
Employees4
12.7% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.