# Financial advisors in Portsmouth, NH

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ma/boston/portsmouth

## At a glance

- Investment advisory firms: 43
- Registration: SEC-registered investment adviser: 19, State-registered investment adviser: 21, Exempt reporting adviser: 3
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 18 (45%); Percentage of assets 34 (85%); Hourly charges 20 (50%); Fixed fees 27 (68%); Commissions 1 (3%); Performance-based fees 3 (8%); Other 4 (10%); No compensation arrangements reported 3
- Regulatory assets under management (Item 5.F): Under $25 million 7 (16%); $25 million to $100 million 8 (19%); $100 million to $500 million 9 (21%); $500 million to $1 billion 3 (7%); $1 billion to $5 billion 5 (12%); Over $5 billion 2 (5%); Not reported 9 (21%)
- Years registered: Under 5 years 18 (42%); 5 to 9 years 5 (12%); 10 to 19 years 9 (21%); 20 years or more 11 (26%)

## Firms (page 1 of 1, 1 to 43 of 43, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [American Foundry Investment Advisors](https://advisorcensus.com/firm/american-foundry-investment-advisors-portsmouth-nh-324813) ([md](https://advisorcensus.com/firm/american-foundry-investment-advisors-portsmouth-nh-324813.md)) | 324813 | Portsmouth, NH | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Arboretum Investment Advisors, LLC](https://advisorcensus.com/firm/arboretum-investment-advisors-llc-portsmouth-nh-285753) ([md](https://advisorcensus.com/firm/arboretum-investment-advisors-llc-portsmouth-nh-285753.md)) | 285753 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee |
| [Arca Wealth, LLC](https://advisorcensus.com/firm/arca-wealth-llc-portsmouth-nh-174765) ([md](https://advisorcensus.com/firm/arca-wealth-llc-portsmouth-nh-174765.md)) | 174765 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Atlantic Financial](https://advisorcensus.com/firm/atlantic-financial-portsmouth-nh-159167) ([md](https://advisorcensus.com/firm/atlantic-financial-portsmouth-nh-159167.md)) | 159167 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Benchmark Capital Management Corporation](https://advisorcensus.com/firm/benchmark-capital-management-corporation-portsmouth-nh-117460) ([md](https://advisorcensus.com/firm/benchmark-capital-management-corporation-portsmouth-nh-117460.md)) | 117460 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 28 | % of assets |
| [Capital Design Private Wealth LLC](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472) ([md](https://advisorcensus.com/firm/capital-design-private-wealth-llc-portsmouth-nh-300472.md)) | 300472 | Portsmouth, NH | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Fixed fee |
| [CMH Wealth Management, LLC](https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138) ([md](https://advisorcensus.com/firm/cmh-wealth-management-llc-portsmouth-nh-150138.md)) | 150138 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Fixed fee |
| [Cornerstone Financial Planning, LLC](https://advisorcensus.com/firm/cornerstone-financial-planning-llc-portsmouth-nh-129656) ([md](https://advisorcensus.com/firm/cornerstone-financial-planning-llc-portsmouth-nh-129656.md)) | 129656 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [David Wendell Associates, Inc.](https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664) ([md](https://advisorcensus.com/firm/david-wendell-associates-inc-portsmouth-nh-106664.md)) | 106664 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |
| [Divergence Wealth Management LLC](https://advisorcensus.com/firm/divergence-wealth-management-llc-portsmouth-nh-341903) ([md](https://advisorcensus.com/firm/divergence-wealth-management-llc-portsmouth-nh-341903.md)) | 341903 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee |
| [Drew Wealth Management](https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366) ([md](https://advisorcensus.com/firm/drew-wealth-management-portsmouth-nh-332366.md)) | 332366 | Portsmouth, NH | State-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Essential Planning, LLC](https://advisorcensus.com/firm/essential-planning-llc-portsmouth-nh-106651) ([md](https://advisorcensus.com/firm/essential-planning-llc-portsmouth-nh-106651.md)) | 106651 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Hourly, Fixed fee |
| [Estate Planners of New England, LLC](https://advisorcensus.com/firm/estate-planners-of-new-england-llc-portsmouth-nh-133353) ([md](https://advisorcensus.com/firm/estate-planners-of-new-england-llc-portsmouth-nh-133353.md)) | 133353 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [F3 Capital](https://advisorcensus.com/firm/f3-capital-portsmouth-nh-316735) ([md](https://advisorcensus.com/firm/f3-capital-portsmouth-nh-316735.md)) | 316735 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Four Tree Island Advisory LLC](https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851) ([md](https://advisorcensus.com/firm/four-tree-island-advisory-llc-portsmouth-nh-158851.md)) | 158851 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Golden Financial Services](https://advisorcensus.com/firm/golden-financial-services-portsmouth-nh-132256) ([md](https://advisorcensus.com/firm/golden-financial-services-portsmouth-nh-132256.md)) | 132256 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 21 | % of assets, Hourly, Fixed fee |
| [Gulfstream Financial Group LLC](https://advisorcensus.com/firm/gulfstream-financial-group-llc-portsmouth-nh-136475) ([md](https://advisorcensus.com/firm/gulfstream-financial-group-llc-portsmouth-nh-136475.md)) | 136475 | Portsmouth, NH | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Hanai Financial](https://advisorcensus.com/firm/hanai-financial-portsmouth-nh-328289) ([md](https://advisorcensus.com/firm/hanai-financial-portsmouth-nh-328289.md)) | 328289 | Portsmouth, NH | State-registered investment adviser | Not reported | 2 | % of assets, Hourly, Fixed fee |
| [Harbor Advisory Corporation](https://advisorcensus.com/firm/harbor-advisory-corporation-portsmouth-nh-105151) ([md](https://advisorcensus.com/firm/harbor-advisory-corporation-portsmouth-nh-105151.md)) | 105151 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 53 | % of assets, Hourly, Fixed fee |
| [Iacangelo Financial Group, LLC](https://advisorcensus.com/firm/iacangelo-financial-group-llc-portsmouth-nh-166784) ([md](https://advisorcensus.com/firm/iacangelo-financial-group-llc-portsmouth-nh-166784.md)) | 166784 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Fixed fee, Other |
| [Impax Asset Management LLC](https://advisorcensus.com/firm/impax-asset-management-llc-portsmouth-nh-114335) ([md](https://advisorcensus.com/firm/impax-asset-management-llc-portsmouth-nh-114335.md)) | 114335 | Portsmouth, NH | SEC-registered investment adviser | Over $5 billion | 54 | % of assets |
| [Integrated Wealth Management, LLC](https://advisorcensus.com/firm/integrated-wealth-management-llc-portsmouth-nh-285838) ([md](https://advisorcensus.com/firm/integrated-wealth-management-llc-portsmouth-nh-285838.md)) | 285838 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Matrix Capital Management Company, LP](https://advisorcensus.com/firm/matrix-capital-management-company-lp-portsmouth-nh-160066) ([md](https://advisorcensus.com/firm/matrix-capital-management-company-lp-portsmouth-nh-160066.md)) | 160066 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Mile High Investments, LLC](https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545) ([md](https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545.md)) | 156545 | Portsmouth, NH | State-registered investment adviser | $100 million to $500 million | 15 | % of assets, Hourly, Fixed fee |
| [Modern Financial Wellness](https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087) ([md](https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087.md)) | 334087 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [N.A.S. Capital LLC](https://advisorcensus.com/firm/n-a-s-capital-llc-portsmouth-nh-297630) ([md](https://advisorcensus.com/firm/n-a-s-capital-llc-portsmouth-nh-297630.md)) | 297630 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [Nvest Financial, LLC](https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868) ([md](https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868.md)) | 128868 | Portsmouth, NH | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee |
| [Odiorne Point Asset Management, LLC](https://advisorcensus.com/firm/odiorne-point-asset-management-llc-portsmouth-nh-324617) ([md](https://advisorcensus.com/firm/odiorne-point-asset-management-llc-portsmouth-nh-324617.md)) | 324617 | Portsmouth, NH | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Option Research & Technology Services, LLC](https://advisorcensus.com/firm/option-research-and-technology-services-llc-portsmouth-nh-293933) ([md](https://advisorcensus.com/firm/option-research-and-technology-services-llc-portsmouth-nh-293933.md)) | 293933 | Portsmouth, NH | SEC-registered investment adviser | Not reported | 8 | Fixed fee |
| [Patriot Advisory Group](https://advisorcensus.com/firm/patriot-advisory-group-portsmouth-nh-120649) ([md](https://advisorcensus.com/firm/patriot-advisory-group-portsmouth-nh-120649.md)) | 120649 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly |
| [Piscataqua Research Inc.](https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617) ([md](https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617.md)) | 110617 | Portsmouth, NH | State-registered investment adviser | Not reported | 14 | Fixed fee |
| [Prime Buchholz LLC](https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455) ([md](https://advisorcensus.com/firm/prime-buchholz-llc-portsmouth-nh-106455.md)) | 106455 | Portsmouth, NH | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Fixed fee, Other |
| [Saltbox Financial LLC](https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882) ([md](https://advisorcensus.com/firm/saltbox-financial-llc-portsmouth-nh-130882.md)) | 130882 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Other |
| [Secure Planning](https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179) ([md](https://advisorcensus.com/firm/secure-planning-portsmouth-nh-42179.md)) | 42179 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly, Fixed fee, Commissions |
| [SIP Capital](https://advisorcensus.com/firm/sip-capital-portsmouth-nh-335856) ([md](https://advisorcensus.com/firm/sip-capital-portsmouth-nh-335856.md)) | 335856 | Portsmouth, NH | Exempt reporting adviser | Not reported | 1 | Not reported |
| [SIP Global Opportunity Manager LLC](https://advisorcensus.com/firm/sip-global-opportunity-manager-llc-portsmouth-nh-318547) ([md](https://advisorcensus.com/firm/sip-global-opportunity-manager-llc-portsmouth-nh-318547.md)) | 318547 | Portsmouth, NH | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Steele Street Capital LLC](https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520) ([md](https://advisorcensus.com/firm/steele-street-capital-llc-portsmouth-nh-331520.md)) | 331520 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [Tide Cycle Resources LLC](https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698) ([md](https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698.md)) | 330698 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets |
| [Tiger Bay Management, Inc.](https://advisorcensus.com/firm/tiger-bay-management-inc-portsmouth-nh-138213) ([md](https://advisorcensus.com/firm/tiger-bay-management-inc-portsmouth-nh-138213.md)) | 138213 | Portsmouth, NH | State-registered investment adviser | Not reported | 6 | Hourly, Fixed fee, Other |
| [Unconventional Investor, LLC](https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333) ([md](https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333.md)) | 317333 | Portsmouth, NH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Wellesley Asset Management, Inc.](https://advisorcensus.com/firm/wellesley-asset-management-inc-portsmouth-nh-116176) ([md](https://advisorcensus.com/firm/wellesley-asset-management-inc-portsmouth-nh-116176.md)) | 116176 | Portsmouth, NH | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee |
| [Whole Wealth Management](https://advisorcensus.com/firm/whole-wealth-management-portsmouth-nh-145072) ([md](https://advisorcensus.com/firm/whole-wealth-management-portsmouth-nh-145072.md)) | 145072 | Portsmouth, NH | State-registered investment adviser | Not reported | 18 | Hourly, Fixed fee |
| [Wolf Pine Capital](https://advisorcensus.com/firm/wolf-pine-capital-portsmouth-nh-330261) ([md](https://advisorcensus.com/firm/wolf-pine-capital-portsmouth-nh-330261.md)) | 330261 | Portsmouth, NH | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Portsmouth, NH?**
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.

**How many fee-only financial advisors are in Portsmouth, NH?**
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.

**How many financial advisors in Portsmouth, NH offer financial planning?**
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.

**Are the financial advisors in Portsmouth, NH fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Financial advisors in Portsmouth, NH: 43 firms from Form ADV filings as of October 2026.