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Registered Investment Advisors
Firm Name City State Country Assets ($M) 
Acorn Financial, LLC Nashua NH US 0.0 
Advanced Portfolio Design, LLC Nashua NH US 28.0 
Advisory Resource Group, LLC Newmarket NH US 0.0 
Affinity Investment Group, LLC Exeter NH US 192.6 
Altus Investment Group Concord NH US 0.0 
American Trust Investment Advisors, LLC Lebanon NH US 182.2 
Applied Capital Management, Inc Londonderry NH US 10.5 
Axiom Advisors, LLC Bedford NH US 0.0 
Baldwin & Clarke Advisory Service, Inc. Bedford NH US 170.8 
Bartley Financial Advisors, Inc. Bedford NH US 49.8 
Bay Point Financial, LLC Bedford NH US 34.7 
Bearing Point Wealth Partners Hampton NH US 189.2 
Benchmark Capital Management Corporation Portsmouth NH US 8.9 
Blueline Advisors Exeter NH US 126.9 
Bluestone Wealth Management LLC Keene NH US 165.0 
Borealis Ventures Hanover NH US 0.0 
Boselah Investments Exeter NH US 24.3 
Brendel & Fisher Financial Advisors Hanover NH US 199.5 
Brophy Wealth Management, LLC Bedford NH US 144.6 
Capgaininvestments Windham NH US 6.2 
Carlson D L Investment Group Inc Concord NH US 460.3 
Case Investment Management, LLC Manchester NH US 1.7 
Castle Asset Management, LLC Hampton NH US 0.0 
Chadwick & Damato, LLC New London NH US 142.6 
Cmh Wealth Management, LLC North Hampton NH US 246.2 
Coach Capital Management, LLC Nashua NH US 0.0 
Cohen Investment Advisors, LLC Bedford NH US 84.2 
Colligan Advisory, LLC Hanover NH US 27.0 
Coneeny Investment Management LLC Nashua NH US 0.0 
Conservation Forestry Exeter NH US 535.1 
Creative Financial Strategies, Inc. Littleton NH US 22.0 
Creegan & Nassoura Financial Group, LLC Portsmouth NH US 185.8 
Curbstone Financial Management Corporation. Manchester NH US 261.2 
David Wendell Associates, Inc. Portsmouth NH US 723.7 
Davisson Investment, LLC Newington NH US 25.6 
Dhk Financial Advisors Inc Portsmouth NH US 1020.1 
Eagle Point Investment Advisors, Inc. Bedford NH US 0.0 
East Hill Management Company, LLC Peterborough NH US 156.7 
Eldridge Investment Advisors Inc Manchester NH US 292.0 
Essential Planning, LLC Portsmouth NH US 97.5 
Estate Planners Of New England, LLC Portsmouth NH US 32.2 
Financial Focus, Inc. Wolfeboro NH US 232.1 
Financial Strategies Retirement Partners Bedford NH US 0.0 
Fitzpatrick & Partners LLC Peterborough NH US 0.0 
Flatiron Financial Group, LLC Manchester NH US 0.0 
Four Tree Island Advisory LLC Portsmouth NH US 35.4 
Fvs Financial Derry NH US 0.0 
Gelinas & Company, Cpa, Pllc Manchester NH US 0.0 
Genery Wealth Management, LLC Portsmouth NH US 44.9 
Glenwood Investment Group, LLC Manchester NH US 62.9 
Global Forest Partners LP Lebanon NH US 3682.4 
Golden Financial Service Hampton NH US 16.9 
Goldfinch Financial, Inc. Manchester NH US 0.0 
Granite Bay Wealth Management, LLC Portsmouth NH US 145.2 
Granite Financial Partners Milford NH US 77.2 
Granite Investment Advisors, Inc. Concord NH US 571.5 
Granite State Retirement Planning, Inc. Bedford NH US 75.5 
Granite State Wealth Management Salem NH US 0.0 
Granite Value Capital, LLC Hanover NH US 83.5 
Grodman Financial Group, LLC Manchester NH US 120.0 
Grove Street Fiduciary, LLC Peterborough NH US 207.8 
Gulfstream Financial Group LLC Portsmouth NH US 0.0 
Hager Investment Management Service, LLC New London NH US 33.9 
Harbor Advisory Corporation Portsmouth NH US 123.9 
Hartley Financial Advisors, Inc. Bedford NH US 0.0 
Harvest Capital Management Inc Concord NH US 455.3 
Hepworth Equity Partners, LLC Wolfeboro NH US 54.0 
Hodge Financial Service, LLC Hinsdale NH US 133.0 
Hurst & Degraffenried Wealth Management, LLC Bedford NH US 2.1 
Hutchens Investment Management Inc Concord NH US 111.8 
Independence Financial Advisors, LLC Franklin NH US 149.6 
Ipic, Inc. Keene NH US 18.2 
Jmh Wealth Management, LLC Hanover NH US 61.5 
Jsi Capital Advisors, LLC Manchester NH US 0.0 
Jtd Financial Service, LLC Manchester NH US 14.3 
Kcs Advisors, LLC Concord NH US 77.3 
Ken S Greenly Pllc Salem NH US 0.0 
Kleossum, Inc. Conway NH US 35.0 
Kronos Wealth Management Portsmouth NH US 18.1 
Lagrande Global LLC Hanover NH US 84.0 
Lake Street Advisors Group, LLC Portsmouth NH US 2056.9 
Lake Street Advisors, LLC Portsmouth NH US 1817.5 
Leathe & Associates, LLC Portsmouth NH US 30.4 
Ledgewood Wealth Advisors, LLC Exeter NH US 78.9 
Legacy Financial Solutions, Inc. Manchester NH US 6.3 
Liebert Investment Management Keene NH US 0.0 
Lincoln Investment Advisors Corporation Concord NH US 64423.5 
Lord & Sanborn, Inc. Canterbury NH US 0.0 
Loudon Investment Management, LLC West Lebanon NH US 148.7 
Lumbard & Kellner, LLC Hollis NH US 149.8 
Mardin Capital Group LLC Portsmouth NH US 0.0 
Mascoma Wealth Management Hanover NH US 201.1 
Measured Wealth Private Client Group, LLC Portsmouth NH US 170.3 
Merryfield Investment Management, Inc New London NH US 26.9 
Michael D. Taxman Investment Management Hanover NH US 53.1 
Middle Street Capital, LLC Portsmouth NH US 50.8 
Mike Bonacorsi LLC Amherst NH US 13.0 
Milestone Financial Planning, LLC Bedford NH US 157.1 
Nashua Capital Management LLC Nashua NH US 26.5 
New Castle Investment Advisors, LLC Portsmouth NH US 9.0 
New Energy Capital Partners LLC Hanover NH US 231.0 
New Hill Dublin NH US 0.0 
Newday Solutions, LLC Hampton NH US 123.7 
Newsource Advisory, LLC Keene NH US 40.0 
Northeast Passage Financial Advisors LLC Hampton NH US 0.0 
Northeast Planning Associates, Inc. Bedford NH US 127.7 
Northeastern Wealth Management, LLC Bedford NH US 10.1 
Northport Harbor Financial Service, LLC Litchfield NH US 3.0 
Northstar Financial Planning, Inc. Windham NH US 104.7 
Panorama Wealth Strategies, LLC Exeter NH US 0.0 
Parenteau & Associates, Inc. Portsmouth NH US 0.0 
Patriot Advisory Group Portsmouth NH US 12.0 
Pax Ellevate Management LLC Portsmouth NH US 88.8 
Pax World Management LLC Portsmouth NH US 3720.0 
Peak Wealth Management LLC Bedford NH US 60.0 
Phoenix International Investments LLC Nashua NH US 98.3 
Piscataqua Research Inc. Portsmouth NH US 0.0 
Prime Buchholz & Associates Inc Portsmouth NH US 729.4 
R.m. Neilio & Associates, Fiscal Advisors Hampstead NH US 0.0 
Robert A. Zock & Co.,Inc. Sutton NH US 91.3 
Rockworth Investment Service LLC North Conway NH US 3.8 
Ross Wealth Planning Group, LLC Londonderry NH US 4.9 
Round Table Investment Management, LLC Hanover NH US 43.6 
Sage Investment Inc. Hanover NH US 14.0 
Scanwood Limited. Inc. Berlin NH US 4.3 
Seascape Capital Management,LLC Portsmouth NH US 124.3 
Secure Planning, Inc. Portsmouth NH US 120.2 
Sfm, LLC Manchester NH US 119.2 
Sintra Capital Corporation Durham NH US 7.4 
Squam Lakes Financial Advisors, LLC Holderness NH US 0.0 
Strategic Timber, Inc. New London NH US 0.0 
Studio Ventures And Capital Advisors, LLC Nashua NH US 0.0 
Taylor, Cottrill, Erickson And Associates, Inc. New London NH US 737.7 
The Cloutier Groups Estate & Financial Strategies Manchester NH US 0.0 
The Cowles Group Londonderry NH US 0.0 
The Eideard Group, LLC Bedford NH US 525.3 
The Foundry Financial Group, Inc. Laconia NH US 82.0 
The Harbor Group, Inc. Bedford NH US 852.3 
The Ivy League Advisory Group, LLC Tilton NH US 1.9 
The Lyme Timber Company LP Hanover NH US 458.8 
The Shepler Financial Group, LLC Bedford NH US 0.0 
The Wealth Conservatory Lebanon NH US 57.6 
Triumph Wealth Management LLC Concord Nh 0.0 
Truth Of Investing LLC Ossipee NH US 44.4 
Valpey Financial Service LLC Concord NH US 53.0 
Vandeventer & Company Windham NH US 9.8 
Verium Planning And Asset Management Dover NH US 0.0 
Wadsworth & Hansen, Financial Planners Lebanon NH US 0.0 
Washburn Financial Group, LLC Concord NH US 124.9 
White Pine Investments Wolfeboro NH US 16.0 
Whole Wealth Management Portsmouth NH US 0.0 
William J. Krause Cpa, P.c. Wolfeboro NH US 0.0 
Williams Wealth Management, LLC Nashua NH US 32.7 
Zelek & Associates Moultonborough NH US 0.0 
Zerocelsius Wealth Studio, Inc. New London NH US 40.2 
A Registered Investment Advisor manages assets, makes portfolio composition and individual security selection decisions for a fee, often a percentage of assets invested.

The SEC regulates investment advisors that have over $100 million in assets under management. Investment advisors that do not meet this threshold are generally regulated by the state securities agency in the state where they have their principal place of business. This website provides information about both SEC- and state-registered investment advisor firms.

Investment advisors file Form ADV to register with the SEC or the states. Form ADV contains information about an investment advisor and its business operations.
This website is for informational purposes only and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments nor an endorsement of any particular investment advisor firm or individual.

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