RIAs in Portsmouth, New Hampshire
Explore 20 RIAs headquartered in Portsmouth, with $37.5B in combined reported AUM.
RIAs20Headquartered here
Total AUM$37.5BReported regulatory AUM
Total Employees391Reported by these RIAs
% of Total State AUM61.1%% Of total State AUM Reported
All RIAs in Portsmouth
20 RIAsShowing 1–20 of 20 RIAs
Prime Buchholz LLC
PORTSMOUTH, NHReported AUM$14.1B
Employees127
37.5% of city AUMView RIA ↗
Impax Asset Management LLC
PORTSMOUTH, NHReported AUM$8.9B
Employees93
23.8% of city AUMView RIA ↗
Matrix Capital Management Company, LP
PORTSMOUTH, NHReported AUM$2.3B
Employees7
6.2% of city AUMView RIA ↗
Wellesley Asset Management, Inc.
PORTSMOUTH, NHReported AUM$2B
Employees30
5.3% of city AUMView RIA ↗
Tide Cycle Resources LLC
PORTSMOUTH, NHReported AUM$1.9B
Employees3
4.9% of city AUMView RIA ↗
Charter Oak Capital Management
PORTSMOUTH, NHReported AUM$1.6B
Employees27
4.2% of city AUMView RIA ↗
David Wendell Associates, Inc.
PORTSMOUTH, NHReported AUM$1.3B
Employees5
3.5% of city AUMView RIA ↗
Arca Wealth, LLC
PORTSMOUTH, NHReported AUM$1.3B
Employees28
3.4% of city AUMView RIA ↗
Cmh Wealth Management, LLC
PORTSMOUTH, NHReported AUM$813.4M
Employees9
2.2% of city AUMView RIA ↗
Nvest Financial, LLC
PORTSMOUTH, NHReported AUM$688.3M
Employees16
1.8% of city AUMView RIA ↗
Essential Planning, LLC
PORTSMOUTH, NHReported AUM$524.4M
Employees12
1.4% of city AUMView RIA ↗
Harbor Advisory Corporation
PORTSMOUTH, NHReported AUM$480.9M
Employees3
1.3% of city AUMView RIA ↗
Seascape Capital Management,LLC
PORTSMOUTH, NHReported AUM$466.9M
Employees6
1.2% of city AUMView RIA ↗
Cornerstone Financial Planning, LLC
PORTSMOUTH, NHReported AUM$400.7M
Employees6
1.1% of city AUMView RIA ↗
Secure Planning
PORTSMOUTH, NHReported AUM$187M
Employees5
0.5% of city AUMView RIA ↗
Four Tree Island Advisory LLC
PORTSMOUTH, NHReported AUM$182.2M
Employees2
0.5% of city AUMView RIA ↗
Steele Street Capital LLC
PORTSMOUTH, NHReported AUM$140.5M
Employees3
0.4% of city AUMView RIA ↗
Saltbox Financial LLC
PORTSMOUTH, NHReported AUM$104.6M
Employees5
0.3% of city AUMView RIA ↗
Drew Wealth Management
PORTSMOUTH, NHReported AUM$102.3M
Employees2
0.3% of city AUMView RIA ↗
Capital Design Private Wealth LLC
PORTSMOUTH, NHReported AUM$96M
Employees2
0.3% 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.