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Top RIA Firms in Portsmouth, New Hampshire
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Portsmouth, New Hampshire. This hub covers 18 matching firms with $37.0B in total reported AUM and median AUM of $638.1M.
Firms
18
Matching current profiles
Total AUM
$37.0B
Reported regulatory AUM
Median AUM
$638.1M
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. 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 |
| 4. 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 |
| 5. 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 |
| 6. 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 |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. Seascape Capital Management,llc CRD 126928 · Limited Liability Company | PORTSMOUTH, NH | $466.9M Mar 2026 | +$113.8M+32.2% | +$166.9M+55.6% | +$225.1M+93.1% | +$385.5M+473.6% | 0 employees+0.0% over 3Y | +150 accounts+25.7% over 3Y |
| 15. Cornerstone Financial Planning, LLC CRD 129656 · Limited Liability Company | PORTSMOUTH, NH | $400.7M Mar 2026 | +$94.6M+30.9% | +$146.5M+57.6% | +$163.1M+68.6% | +$337.2M+531.5% | -1 employees-14.3% over 3Y | +123 accounts+13.6% over 3Y |
| 16. Secure Planning CRD 42179 · Limited Liability Company | PORTSMOUTH, NH | $187.0M May 2026 | +$17.7M+10.4% | +$34.7M+22.8% | +$26.0M+16.1% | +$65.4M+53.7% | -1 employees-16.7% over 3Y | -81 accounts-8.7% over 3Y |
| 17. Four Tree Island Advisory LLC CRD 158851 · Limited Liability Company | PORTSMOUTH, NH | $182.2M Mar 2026 | +$59.7M+48.7% | — | — | +$59.7M+48.7% | 0 employees+0.0% over 1Y | +17 accounts+14.3% over 1Y |
| 18. Capital Design Private Wealth LLC CRD 300472 · Limited Liability Company | PORTSMOUTH, NH | $96.0M Mar 2026 | +$9.7M+11.2% | -$15.0M-13.5% | — | -$13.6M-12.4% | -1 employees-33.3% over 3Y | -68 accounts-12.4% 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.