{
  "path": "/advisors/ma/boston/portsmouth",
  "url": "https://advisorcensus.com/advisors/ma/boston/portsmouth",
  "page_type": "metro_city",
  "title": "Financial advisors in Portsmouth, NH",
  "filters": {},
  "scope_total": 43,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Portsmouth, NH?",
      "a": "AdvisorCensus lists 43 investment advisory firms with a principal office in Portsmouth, New Hampshire (part of the Boston metro area), from Form ADV filings as of October 2026: 19 SEC-registered, 21 state-registered, and 3 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Portsmouth, NH?",
      "a": "18 of the 43 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Portsmouth, NH offer financial planning?",
      "a": "25 of the 40 firms in Portsmouth, NH that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Portsmouth, NH fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 43 investment advisory firms with a principal office in Portsmouth, New Hampshire (part of the Boston metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Boston metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Portsmouth, NH: 43 firms from Form ADV filings as of October 2026.",
  "total_firms": 43,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 19,
    "state": 21,
    "exempt": 3
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 18
    },
    {
      "code": "percentage_of_aum",
      "count": 34
    },
    {
      "code": "hourly",
      "count": 20
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 27
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 3
    },
    {
      "code": "other",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 3
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 18
    },
    {
      "code": "5_to_9",
      "count": 5
    },
    {
      "code": "10_to_19",
      "count": 9
    },
    {
      "code": "20_plus",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 7
    },
    {
      "code": "25m_100m",
      "count": 8
    },
    {
      "code": "100m_500m",
      "count": 9
    },
    {
      "code": "500m_1b",
      "count": 3
    },
    {
      "code": "1b_5b",
      "count": 5
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 9
    }
  ],
  "firms": [
    {
      "crd_number": 324813,
      "name": "American Foundry Investment Advisors",
      "name_as_filed": "AMERICAN FOUNDRY INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/american-foundry-investment-advisors-portsmouth-nh-324813",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 285753,
      "name": "Arboretum Investment Advisors, LLC",
      "name_as_filed": "ARBORETUM INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/arboretum-investment-advisors-llc-portsmouth-nh-285753",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174765,
      "name": "Arca Wealth, LLC",
      "name_as_filed": "ARCA WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/arca-wealth-llc-portsmouth-nh-174765",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 11,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159167,
      "name": "Atlantic Financial",
      "name_as_filed": "ATLANTIC FINANCIAL",
      "url": "https://advisorcensus.com/firm/atlantic-financial-portsmouth-nh-159167",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117460,
      "name": "Benchmark Capital Management Corporation",
      "name_as_filed": "BENCHMARK CAPITAL MANAGEMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/benchmark-capital-management-corporation-portsmouth-nh-117460",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300472,
      "name": "Capital Design Private Wealth LLC",
      "name_as_filed": "CAPITAL DESIGN PRIVATE WEALTH LLC",
      "url": "https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150138,
      "name": "CMH Wealth Management, LLC",
      "name_as_filed": "CMH WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129656,
      "name": "Cornerstone Financial Planning, LLC",
      "name_as_filed": "CORNERSTONE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-planning-llc-portsmouth-nh-129656",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 10,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106664,
      "name": "David Wendell Associates, Inc.",
      "name_as_filed": "DAVID WENDELL ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 32,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341903,
      "name": "Divergence Wealth Management LLC",
      "name_as_filed": "DIVERGENCE WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/divergence-wealth-management-llc-portsmouth-nh-341903",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332366,
      "name": "Drew Wealth Management",
      "name_as_filed": "DREW WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106651,
      "name": "Essential Planning, LLC",
      "name_as_filed": "ESSENTIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/essential-planning-llc-portsmouth-nh-106651",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 30,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133353,
      "name": "Estate Planners of New England, LLC",
      "name_as_filed": "ESTATE PLANNERS OF NEW ENGLAND, LLC",
      "url": "https://advisorcensus.com/firm/estate-planners-of-new-england-llc-portsmouth-nh-133353",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316735,
      "name": "F3 Capital",
      "name_as_filed": "F3 CAPITAL",
      "url": "https://advisorcensus.com/firm/f3-capital-portsmouth-nh-316735",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158851,
      "name": "Four Tree Island Advisory LLC",
      "name_as_filed": "FOUR TREE ISLAND ADVISORY LLC",
      "url": "https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132256,
      "name": "Golden Financial Services",
      "name_as_filed": "GOLDEN FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/golden-financial-services-portsmouth-nh-132256",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136475,
      "name": "Gulfstream Financial Group LLC",
      "name_as_filed": "GULFSTREAM FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/gulfstream-financial-group-llc-portsmouth-nh-136475",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 20,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328289,
      "name": "Hanai Financial",
      "name_as_filed": "HANAI FINANCIAL",
      "url": "https://advisorcensus.com/firm/hanai-financial-portsmouth-nh-328289",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105151,
      "name": "Harbor Advisory Corporation",
      "name_as_filed": "HARBOR ADVISORY CORPORATION",
      "url": "https://advisorcensus.com/firm/harbor-advisory-corporation-portsmouth-nh-105151",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 53,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166784,
      "name": "Iacangelo Financial Group, LLC",
      "name_as_filed": "IACANGELO FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/iacangelo-financial-group-llc-portsmouth-nh-166784",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 114335,
      "name": "Impax Asset Management LLC",
      "name_as_filed": "IMPAX ASSET MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/impax-asset-management-llc-portsmouth-nh-114335",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 54,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285838,
      "name": "Integrated Wealth Management, LLC",
      "name_as_filed": "INTEGRATED WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/integrated-wealth-management-llc-portsmouth-nh-285838",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160066,
      "name": "Matrix Capital Management Company, LP",
      "name_as_filed": "MATRIX CAPITAL MANAGEMENT COMPANY, LP",
      "url": "https://advisorcensus.com/firm/matrix-capital-management-company-lp-portsmouth-nh-160066",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156545,
      "name": "Mile High Investments, LLC",
      "name_as_filed": "MILE HIGH INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 15,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334087,
      "name": "Modern Financial Wellness",
      "name_as_filed": "MODERN FINANCIAL WELLNESS",
      "url": "https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297630,
      "name": "N.A.S. Capital LLC",
      "name_as_filed": "N.A.S. CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/n-a-s-capital-llc-portsmouth-nh-297630",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128868,
      "name": "Nvest Financial, LLC",
      "name_as_filed": "NVEST FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 4,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324617,
      "name": "Odiorne Point Asset Management, LLC",
      "name_as_filed": "ODIORNE POINT ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/odiorne-point-asset-management-llc-portsmouth-nh-324617",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293933,
      "name": "Option Research & Technology Services, LLC",
      "name_as_filed": "OPTION RESEARCH & TECHNOLOGY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/option-research-and-technology-services-llc-portsmouth-nh-293933",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 120649,
      "name": "Patriot Advisory Group",
      "name_as_filed": "PATRIOT ADVISORY GROUP",
      "url": "https://advisorcensus.com/firm/patriot-advisory-group-portsmouth-nh-120649",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110617,
      "name": "Piscataqua Research Inc.",
      "name_as_filed": "PISCATAQUA RESEARCH INC.",
      "url": "https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106455,
      "name": "Prime Buchholz LLC",
      "name_as_filed": "PRIME BUCHHOLZ LLC",
      "url": "https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130882,
      "name": "Saltbox Financial LLC",
      "name_as_filed": "SALTBOX FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 42179,
      "name": "Secure Planning",
      "name_as_filed": "SECURE PLANNING",
      "url": "https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 28,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335856,
      "name": "SIP Capital",
      "name_as_filed": "SIP CAPITAL",
      "url": "https://advisorcensus.com/firm/sip-capital-portsmouth-nh-335856",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 318547,
      "name": "SIP Global Opportunity Manager LLC",
      "name_as_filed": "SIP GLOBAL OPPORTUNITY MANAGER LLC",
      "url": "https://advisorcensus.com/firm/sip-global-opportunity-manager-llc-portsmouth-nh-318547",
      "city": "Portsmouth",
      "state": "NH",
      "years_registered": 1,
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}