# Financial advisors in New Hampshire

> AdvisorCensus lists 211 investment advisory firms with a principal office in New Hampshire, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. 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/nh

## At a glance

- Investment advisory firms: 211
- Registration: SEC-registered investment adviser: 86, State-registered investment adviser: 112, Exempt reporting adviser: 13
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 95 (48%); Percentage of assets 172 (87%); Hourly charges 97 (49%); Subscription fees (newsletter or periodical) 1 (1%); Fixed fees 110 (56%); Commissions 6 (3%); Performance-based fees 16 (8%); Other 21 (11%); No compensation arrangements reported 13
- Regulatory assets under management (Item 5.F): Under $25 million 59 (28%); $25 million to $100 million 31 (15%); $100 million to $500 million 56 (27%); $500 million to $1 billion 15 (7%); $1 billion to $5 billion 7 (3%); Over $5 billion 2 (1%); Not reported 41 (19%)
- Years registered: Under 5 years 77 (36%); 5 to 9 years 35 (17%); 10 to 19 years 59 (28%); 20 years or more 40 (19%)

## Firms (page 1 of 5, 1 to 50 of 211, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [603 Financial Advisors, LLC](https://advisorcensus.com/firm/603-financial-advisors-llc-newfields-nh-324422) ([md](https://advisorcensus.com/firm/603-financial-advisors-llc-newfields-nh-324422.md)) | 324422 | Newfields, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Advisory Resource Group, LLC](https://advisorcensus.com/firm/advisory-resource-group-llc-newmarket-nh-191512) ([md](https://advisorcensus.com/firm/advisory-resource-group-llc-newmarket-nh-191512.md)) | 191512 | Newmarket, NH | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [Affinity Investment Group, LLC](https://advisorcensus.com/firm/affinity-investment-group-llc-exeter-nh-117191) ([md](https://advisorcensus.com/firm/affinity-investment-group-llc-exeter-nh-117191.md)) | 117191 | Exeter, NH | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Fixed fee, Commissions |
| [Alterna Capital Partners LLC](https://advisorcensus.com/firm/alterna-capital-partners-llc-amherst-nh-156954) ([md](https://advisorcensus.com/firm/alterna-capital-partners-llc-amherst-nh-156954.md)) | 156954 | Amherst, NH | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Altus Investment Group](https://advisorcensus.com/firm/altus-investment-group-concord-nh-128489) ([md](https://advisorcensus.com/firm/altus-investment-group-concord-nh-128489.md)) | 128489 | Concord, NH | State-registered investment adviser | Not reported | 23 | Hourly, Fixed fee |
| [Alumni Ventures](https://advisorcensus.com/firm/alumni-ventures-manchester-nh-170562) ([md](https://advisorcensus.com/firm/alumni-ventures-manchester-nh-170562.md)) | 170562 | Manchester, NH | Exempt reporting adviser | Not reported | 8 | Not reported |
| [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 |
| [American Trust Investment Advisors, LLC](https://advisorcensus.com/firm/american-trust-investment-advisors-llc-lebanon-nh-114439) ([md](https://advisorcensus.com/firm/american-trust-investment-advisors-llc-lebanon-nh-114439.md)) | 114439 | Lebanon, NH | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [American Wealth Protection Financial, LLC](https://advisorcensus.com/firm/american-wealth-protection-financial-llc-manchester-nh-317233) ([md](https://advisorcensus.com/firm/american-wealth-protection-financial-llc-manchester-nh-317233.md)) | 317233 | Manchester, NH | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Amherst Financial Group, LLC](https://advisorcensus.com/firm/amherst-financial-group-llc-amherst-nh-317964) ([md](https://advisorcensus.com/firm/amherst-financial-group-llc-amherst-nh-317964.md)) | 317964 | Amherst, NH | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Apex Wealth Management, LLC](https://advisorcensus.com/firm/apex-wealth-management-llc-bedford-nh-317091) ([md](https://advisorcensus.com/firm/apex-wealth-management-llc-bedford-nh-317091.md)) | 317091 | Bedford, NH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Applied Capital Management, LLC](https://advisorcensus.com/firm/applied-capital-management-llc-londonderry-nh-111009) ([md](https://advisorcensus.com/firm/applied-capital-management-llc-londonderry-nh-111009.md)) | 111009 | Londonderry, NH | State-registered investment adviser | Not reported | 36 | Hourly, Fixed fee |
| [Apprentis Ventures, LLC](https://advisorcensus.com/firm/apprentis-ventures-llc-dover-nh-332990) ([md](https://advisorcensus.com/firm/apprentis-ventures-llc-dover-nh-332990.md)) | 332990 | Dover, 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 |
| [Arcadia Wealth Management, LLC](https://advisorcensus.com/firm/arcadia-wealth-management-llc-manchester-nh-284925) ([md](https://advisorcensus.com/firm/arcadia-wealth-management-llc-manchester-nh-284925.md)) | 284925 | Manchester, NH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [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 |
| [Atlas Fiduciary Services, Inc.](https://advisorcensus.com/firm/atlas-fiduciary-services-inc-concord-nh-321271) ([md](https://advisorcensus.com/firm/atlas-fiduciary-services-inc-concord-nh-321271.md)) | 321271 | Concord, NH | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly |
| [Aurelius Family Office, LLC](https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016) ([md](https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016.md)) | 323016 | Bedford, NH | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Axiom Advisors, LLC](https://advisorcensus.com/firm/axiom-advisors-llc-bedford-nh-136305) ([md](https://advisorcensus.com/firm/axiom-advisors-llc-bedford-nh-136305.md)) | 136305 | Bedford, NH | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee |
| [Aztec Financial Group, LLC](https://advisorcensus.com/firm/aztec-financial-group-llc-dover-nh-296987) ([md](https://advisorcensus.com/firm/aztec-financial-group-llc-dover-nh-296987.md)) | 296987 | Dover, NH | State-registered investment adviser | Not reported | 8 | Fixed fee |
| [Bartley Financial Advisors, LLC](https://advisorcensus.com/firm/bartley-financial-advisors-llc-bedford-nh-124293) ([md](https://advisorcensus.com/firm/bartley-financial-advisors-llc-bedford-nh-124293.md)) | 124293 | Bedford, NH | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [BAS Capital Management LLC](https://advisorcensus.com/firm/bas-capital-management-llc-315253) ([md](https://advisorcensus.com/firm/bas-capital-management-llc-315253.md)) | 315253 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | Hourly, Fixed fee |
| [Bay Point Financial, LLC](https://advisorcensus.com/firm/bay-point-financial-llc-bedford-nh-153017) ([md](https://advisorcensus.com/firm/bay-point-financial-llc-bedford-nh-153017.md)) | 153017 | Bedford, NH | State-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Bcas](https://advisorcensus.com/firm/bcas-bedford-nh-105666) ([md](https://advisorcensus.com/firm/bcas-bedford-nh-105666.md)) | 105666 | Bedford, NH | SEC-registered investment adviser | $100 million to $500 million | 40 | % 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 |
| [Bexil Advisers LLC](https://advisorcensus.com/firm/bexil-advisers-llc-walpole-nh-154387) ([md](https://advisorcensus.com/firm/bexil-advisers-llc-walpole-nh-154387.md)) | 154387 | Walpole, NH | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets |
| [Birch Financial Group](https://advisorcensus.com/firm/birch-financial-group-keene-nh-332057) ([md](https://advisorcensus.com/firm/birch-financial-group-keene-nh-332057.md)) | 332057 | Keene, NH | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Blueline Advisors](https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642) ([md](https://advisorcensus.com/firm/blueline-advisors-exeter-nh-164642.md)) | 164642 | Exeter, NH | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Bluestone Wealth Management LLC](https://advisorcensus.com/firm/bluestone-wealth-management-llc-keene-nh-137959) ([md](https://advisorcensus.com/firm/bluestone-wealth-management-llc-keene-nh-137959.md)) | 137959 | Keene, NH | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Fixed fee |
| [Bonacorsi Wealth Management](https://advisorcensus.com/firm/bonacorsi-wealth-management-amherst-nh-152568) ([md](https://advisorcensus.com/firm/bonacorsi-wealth-management-amherst-nh-152568.md)) | 152568 | Amherst, NH | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee |
| [Borealis Ventures](https://advisorcensus.com/firm/borealis-ventures-hanover-nh-162209) ([md](https://advisorcensus.com/firm/borealis-ventures-hanover-nh-162209.md)) | 162209 | Hanover, NH | Exempt reporting adviser | Not reported | 14 | Not reported |
| [BQ Asset Management](https://advisorcensus.com/firm/bq-asset-management-337418) ([md](https://advisorcensus.com/firm/bq-asset-management-337418.md)) | 337418 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Brendel Financial Advisors LLC](https://advisorcensus.com/firm/brendel-financial-advisors-llc-hanover-nh-288927) ([md](https://advisorcensus.com/firm/brendel-financial-advisors-llc-hanover-nh-288927.md)) | 288927 | Hanover, NH | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Brophy Wealth Management, LLC](https://advisorcensus.com/firm/brophy-wealth-management-llc-bedford-nh-169894) ([md](https://advisorcensus.com/firm/brophy-wealth-management-llc-bedford-nh-169894.md)) | 169894 | Bedford, NH | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [Brownstone Financial Group LLC](https://advisorcensus.com/firm/brownstone-financial-group-llc-londonderry-nh-306404) ([md](https://advisorcensus.com/firm/brownstone-financial-group-llc-londonderry-nh-306404.md)) | 306404 | Londonderry, NH | State-registered investment adviser | Under $25 million | 4 | % 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 |
| [Capitol Wealth Management](https://advisorcensus.com/firm/capitol-wealth-management-concord-nh-287875) ([md](https://advisorcensus.com/firm/capitol-wealth-management-concord-nh-287875.md)) | 287875 | Concord, NH | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Carlson Investments](https://advisorcensus.com/firm/carlson-investments-concord-nh-105729) ([md](https://advisorcensus.com/firm/carlson-investments-concord-nh-105729.md)) | 105729 | Concord, NH | SEC-registered investment adviser | $500 million to $1 billion | 37 | % of assets |
| [Castle Asset Management, LLC](https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521) ([md](https://advisorcensus.com/firm/castle-asset-management-llc-north-hampton-nh-117521.md)) | 117521 | North Hampton, NH | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee, Commissions |
| [Cayena Capital Management, LLC](https://advisorcensus.com/firm/cayena-capital-management-llc-304752) ([md](https://advisorcensus.com/firm/cayena-capital-management-llc-304752.md)) | 304752 | Not reported, Not reported | State-registered investment adviser | Not reported | 7 | Hourly, Subscription |
| [Chez Shea LLC](https://advisorcensus.com/firm/chez-shea-llc-334080) ([md](https://advisorcensus.com/firm/chez-shea-llc-334080.md)) | 334080 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [CJS Financial Advisers / CJSF Advisers](https://advisorcensus.com/firm/cjs-financial-advisers-cjsf-advisers-nashua-nh-162503) ([md](https://advisorcensus.com/firm/cjs-financial-advisers-cjsf-advisers-nashua-nh-162503.md)) | 162503 | Nashua, NH | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Cobb Financial, LLC](https://advisorcensus.com/firm/cobb-financial-llc-129437) ([md](https://advisorcensus.com/firm/cobb-financial-llc-129437.md)) | 129437 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee |
| [Cohen Investment Advisors, LLC](https://advisorcensus.com/firm/cohen-investment-advisors-llc-bedford-nh-168595) ([md](https://advisorcensus.com/firm/cohen-investment-advisors-llc-bedford-nh-168595.md)) | 168595 | Bedford, NH | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Colligan Advisory, LLC](https://advisorcensus.com/firm/colligan-advisory-llc-center-harbor-nh-152580) ([md](https://advisorcensus.com/firm/colligan-advisory-llc-center-harbor-nh-152580.md)) | 152580 | Center Harbor, NH | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly |
| [Conservation Resource Partners, LLC](https://advisorcensus.com/firm/conservation-resource-partners-llc-exeter-nh-160706) ([md](https://advisorcensus.com/firm/conservation-resource-partners-llc-exeter-nh-160706.md)) | 160706 | Exeter, NH | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance 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 |
| [Craig Duvarney, CFP](https://advisorcensus.com/firm/craig-duvarney-cfp-glen-nh-126911) ([md](https://advisorcensus.com/firm/craig-duvarney-cfp-glen-nh-126911.md)) | 126911 | Glen, NH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee, Commissions |

- Next page: https://advisorcensus.com/advisors/nh/page/2.md

## Questions people ask

**How many financial advisory firms are there in New Hampshire?**
AdvisorCensus lists 211 investment advisory firms with a principal office in New Hampshire, from Form ADV filings as of October 2026: 86 SEC-registered, 112 state-registered, and 13 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 New Hampshire?**
95 of the 211 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 New Hampshire offer financial planning?**
132 of the 198 firms in New Hampshire 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 New Hampshire 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 95 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.

## Related pages

- [Financial advisors in New Hampshire](https://advisorcensus.com/advisors/nh) (https://advisorcensus.com/advisors/nh.md)
- [Fee-only financial advisors in New Hampshire](https://advisorcensus.com/advisors/nh/fee-only) (https://advisorcensus.com/advisors/nh/fee-only.md)
- [Flat-fee financial advisors in New Hampshire](https://advisorcensus.com/advisors/nh/flat-fee) (https://advisorcensus.com/advisors/nh/flat-fee.md)
- [Hourly financial advisors in New Hampshire](https://advisorcensus.com/advisors/nh/hourly) (https://advisorcensus.com/advisors/nh/hourly.md)

Every firm in this list as CSV: https://advisorcensus.com/advisors/nh.csv

Cite as: AdvisorCensus. Financial advisors in New Hampshire: 211 firms from Form ADV filings as of October 2026.