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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. 1086
    Prime Buchholz LLCPortsmouth, NH · 243 clientsAsset manager
    U.S. Bank 70%
    $14B
  2. 1479
    Impax Asset Management LLCPortsmouth, NH · 27 clientsAsset managerHybrid
    State Street 77%
    $8.9B
  3. 2596
    Global Forest Partners LPLebanon, NH · 19 clientsPrivate fund adviser
    No custodian reported
    $3.5B
  4. 3326
    Matrix Capital Management Company, LPPortsmouth, NH · 4 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  5. 3640
    The Harbor Group, Inc.Bedford, NH · 700 clientsWealth manager
    Schwab 100%
    $2.0B
  6. 3647
    Wellesley Asset Management, Inc.Portsmouth, NH · 1,296 clientsAsset managerHybrid
    Schwab 35%UBS 33%Fidelity 23%
    $2.0B
  7. 3809
    Tide Cycle Resources LLCPortsmouth, NH · 1 clientsWealth manager
    Vanguard 100%
    $1.9B
  8. 4594
    David Wendell Associates, Inc.Portsmouth, NH · 459 clientsWealth manager
    Schwab 100%
    $1.3B
  9. 4704
    Arca Wealth, LLCPortsmouth, NH · 1,121 clientsWealth manager
    Schwab 55%Fidelity 45%
    $1.3B
  10. 6002
    Conservation Resource Partners, LLCExeter, NH · 3 clientsPrivate fund adviser
    No custodian reported
    $822M
  11. 6030
    Eldridge Investment Advisors IncManchester, NH · 687 clientsWealth managerHybrid
    LPL Financial 100%
    $814M
  12. 6032
    CMH Wealth Management, LLCPortsmouth, NH · 326 clientsWealth manager
    Schwab 100%
    $813M
  13. 6218
    The Lyme Timber Company LLCHanover, NH · 11 clientsPrivate fund adviser
    No custodian reported
    $774M
  14. 6264
    Summit Wealth Group LLCExeter, NH · 456 clientsWealth managerHybrid
    Schwab 100%
    $762M
  15. 6382
    Carlson InvestmentsConcord, NH · 360 clientsWealth manager
    Schwab 74%Commerce Bank 26%
    $736M
  16. 6605
    Nvest Financial, LLCPortsmouth, NH · 809 clientsWealth managerHybrid
    Fidelity 100%
    $688M
  17. 7131
    Affinity Investment Group, LLCExeter, NH · 471 clientsWealth manager
    Schwab 100%
    $595M
  18. 7156
    Milestone Financial Planning, LLCBedford, NH · 257 clientsWealth manager
    Fidelity 100%
    $590M
  19. 7314
    Mascoma Wealth ManagementHanover, NH · 477 clientsWealth managerBank-affiliated
    Fidelity Distributors Company 100%
    $568M
  20. 7475
    Whitegate Investment Counselors, Inc.Concord, NH · 139 clientsWealth manager
    Schwab 100%
    $545M
  21. 7576
    Brophy Wealth Management, LLCBedford, NH · 391 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $533M
  22. 7615
    Measured Wealth Private Client Group, LLCRYE, NH · 638 clientsWealth manager
    Schwab 100%
    $528M
  23. 7638
    Essential Planning, LLCPortsmouth, NH · 573 clientsWealth managerHybrid
    Schwab 100%
    $524M
  24. 7995
    Harbor Advisory CorporationPortsmouth, NH · 144 clientsWealth manager
    Schwab 56%Pershing 44%
    $481M
  25. 8120
    BcasBedford, NH · 294 clientsWealth managerHybrid
    Schwab 82%
    $466M
  26. 8142
    Independence Financial Advisors, LLCFranklin, NH · 2,777 clientsWealth managerBank-affiliated
    Fidelity 85%
    $464M
  27. 8302
    Arcadia Wealth Management, LLCManchester, NH · 669 clientsWealth manager
    Fidelity 100%
    $446M
  28. 8328
    Lumbard & Kellner, LLCHollis, NH · 321 clientsWealth manager
    U.S. Bank 75%Schwab 25%
    $444M
  29. 8631
    Northeast Planning Associates, Inc.Bedford, NH · 959 clientsWealth managerWrap sponsorHybrid
    Tiaa-Cref Individual & Institutional Services 51%LPL Financial 49%
    $414M
  30. 8641
    Grove Street Fiduciary, LLCPeterborough, NH · 297 clientsWealth manager
    Schwab 100%
    $413M
  31. 8654
    Curbstone Financial Management Corp.Manchester, NH · 277 clientsWealth manager
    Schwab 100%
    $412M
  32. 8756
    Sweeney Financial AdvisorsBedford, NH · 258 clientsWealth manager
    Schwab 100%
    $403M
  33. 8787
    Cornerstone Financial Planning, LLCPortsmouth, NH · 247 clientsWealth manager
    Fidelity 100%
    $401M
  34. 9400
    Three Bearings Fiduciary Advisors, Inc.Hampton, NH · 199 clientsWealth manager
    Fidelity 78%
    $351M
  35. 9925
    Aurelius Family Office, LLCBedford, NH · 167 clientsWealth manager
    Axos 100%
    $315M
  36. 10052
    Bexil Advisers LLCWalpole, NH · 1 clientsAsset managerHybridMidas Securities Group, Inc.
    No custodian reported
    $307M
  37. 10056
    Mardin Capital GroupRYE, NH · 238 clientsWealth manager
    Altruist 100%
    $306M
  38. 10111
    American Trust Investment Advisors, LLCLebanon, NH · 116 clientsAsset manager
    Schwab 100%
    $303M
  39. 10441
    The Foundry Financial Group, Inc.Laconia, NH · 296 clientsWealth manager
    Schwab 100%
    $284M
  40. 10607
    Northstar Financial Planning, LLCWindham, NH · 172 clientsWealth manager
    Schwab 100%
    $276M

RIAs by state