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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

78 firms manage $59 billionNew Hampshire

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 10652
    Bluestone Wealth Management LLCKeene, NH · 37 clientsWealth manager
    Fidelity 100%
    $273M
  2. 10717
    Atlas Fiduciary Services, Inc.Concord, NH · 132 clientsAsset managerHybrid
    Bpas 54%Transamerica Capital 30%
    $269M
  3. 10789
    Birch Financial GroupKeene, NH · 192 clientsWealth manager
    Altruist 90%
    $265M
  4. 10866
    Brendel Financial Advisors LLCHanover, NH · 325 clientsWealth managerHybrid
    Schwab 100%
    $260M
  5. 10887
    Cohen Investment Advisors, LLCBedford, NH · 251 clientsWealth manager
    Pershing 100%
    $259M
  6. 11030
    Robbins Farley LLCBedford, NH · 263 clientsWealth manager
    Schwab 100%
    $253M
  7. 11151
    Blueline AdvisorsExeter, NH · 148 clientsWealth manager
    Schwab 64%LPL Financial 23%
    $247M
  8. 11484
    Loudon Investment Management, LLCWest Lebanon, NH · 76 clientsWealth manager
    Schwab 80%
    $232M
  9. 11619
    Valpey Financial Services LLCConcord, NH · 186 clientsWealth manager
    Schwab 100%
    $226M
  10. 11726
    Hager Investment Management Services, LLCNew London, NH · 178 clientsWealth manager
    Schwab 100%
    $222M
  11. 11849
    Ledgewood Wealth Advisors, LLCExeter, NH · 98 clientsWealth manager
    Pershing 100%
    $217M
  12. 12059
    Fairscale Capital, LLCNashua, NH · 179 clientsWealth manager
    Schwab 100%
    $208M
  13. 12248
    Glenwood Investment Group, LLCManchester, NH · 372 clientsWealth manager
    Schwab 0%
    $199M
  14. 12305
    Davis Wealth AdvisorsSalem, NH · 92 clientsWealth manager
    Fidelity 100%
    $197M
  15. 12472
    Apex Wealth Management, LLCBedford, NH · 114 clientsWealth manager
    Schwab 58%Fidelity 42%
    $191M
  16. 12583
    Secure PlanningPortsmouth, NH · 529 clientsBroker-dealer firmHybrid
    SEI 86%
    $187M
  17. 12716
    Four Tree Island Advisory LLCPortsmouth, NH · 54 clientsWealth manager
    Interactive Brokers 100%
    $182M
  18. 12912
    Robert A. Zock & Co.,inc.Sutton, NH · 96 clientsWealth manager
    Fiduciary Trust 84%
    $175M
  19. 13423
    The Eideard Group, LLCBedford, NH · 27 clientsWealth manager
    Schwab 62%BNY 38%
    $158M
  20. 13489
    Peak Wealth Management LLCNashua, NH · 208 clientsWealth manager
    Schwab 100%
    $156M
  21. 13629
    Bartley Financial Advisors, LLCBedford, NH · 98 clientsWealth manager
    Fidelity 70%Schwab 30%
    $152M
  22. 13913
    Granite State Retirement Planning, Inc.Bedford, NH · 128 clientsWealth managerWrap sponsorHybrid
    Fidelity 100%
    $143M
  23. 13999
    Steele Street Capital LLCPortsmouth, NH · 101 clientsBroker-dealer firm
    LPL Financial 77%Voya Investments Distributor 23%
    $140M
  24. 14075
    The Wealth ConservatoryLebanon, NH · 124 clientsWealth manager
    Schwab 100%
    $138M
  25. 14108
    Michael D. Taxman Investment ManagementHanover, NH · 27 clientsWealth manager
    Schwab 100%
    $137M
  26. 14164
    Financial Management Associates, LLCWindham, NH · 343 clientsWealth manager
    Schwab 100%
    $136M
  27. 14286
    Middle Street Capital, LLCNewfields, NH · 80 clientsWealth manager
    Schwab 100%
    $132M
  28. 14571
    JMH Wealth Management, LLCHanover, NH · 80 clientsWealth manager
    Fidelity 100%
    $124M
  29. 15003
    Gassman Financial LLCSalem, NH · 307 clientsWealth manager
    Schwab 100%
    $113M
  30. 15293
    Saltbox Financial LLCPortsmouth, NH · 50 clientsWealth manager
    Schwab 100%
    $105M
  31. 15439
    Granite Value Capital, LLCHanover, NH · 70 clientsWealth manager
    Schwab 100%
    $99M
  32. 15458
    Phoenix International Investments LLCNashua, NH · 27 clientsPrivate fund adviserHybrid
    No custodian reported
    $97M
  33. 15472
    Capital Design Private Wealth LLCPortsmouth, NH · 264 clientsWealth manager
    Schwab 100%
    $96M
  34. 15502
    Midas Management CorporationWalpole, NH · 3 clientsAsset managerHybridMidas Securities Group, Inc.
    No custodian reported
    $93M
  35. 16310
    Sooner Private Financial LLCSalem, NH · 57 clientsWealth manager
    No custodian reported
    $9M
  36. 16421
    Futuremoney RIAManchester, NH · 35,072 clientsWealth managerWrap sponsor
    No custodian reported
    $2M
  37. 16675
    Option Research & Technology Services, LLCPortsmouth, NH · 1,787 clientsAsset manager
    No custodian reported
    $0
  38. 17030
    Rise Private Wealth ManagementBedford, NHAsset managerHybrid
    No custodian reported
    $0

RIAs by state