{ "path": "/advisors/nh/manchester", "url": "https://advisorcensus.com/advisors/nh/manchester", "page_type": "metro", "title": "Financial advisors in Manchester, NH", "filters": {}, "scope_total": 46, "faq": [ { "q": "How many financial advisory firms are there in Manchester, NH?", "a": "AdvisorCensus lists 46 investment advisory firms with a principal office in the Manchester metro area, from Form ADV filings as of October 2026: 25 SEC-registered, 18 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 Manchester, NH?", "a": "15 of the 46 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 Manchester, NH offer financial planning?", "a": "32 of the 43 firms in Manchester, 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 Manchester, 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 15 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 46 investment advisory firms with a principal office in the Manchester metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; 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.", "about_market": "Manchester has 46 investment advisory firms with a principal office in the metro area as of October 2026: 25 SEC-registered, 18 state-registered, and 3 exempt reporting advisers. 15 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 15 report under $100 million in regulatory assets under management. The metro area has 168,740 households, 30,915 of them with income of $200,000 or more, or 672 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Manchester, NH: 46 firms from Form ADV filings as of October 2026.", "total_firms": 46, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 25, "state": 18, "exempt": 3 }, "fee_model_mix": [ { "code": "fee-only", "count": 15 }, { "code": "percentage_of_aum", "count": 38 }, { "code": "hourly", "count": 24 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 29 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 4 }, { "code": "other", "count": 7 }, { "code": "not_reported", "count": 3 } ], "years_registered_distribution": [ { "code": "under_5", "count": 14 }, { "code": "5_to_9", "count": 8 }, { "code": "10_to_19", "count": 16 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 9 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 19 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 1 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 8 } ], "firms": [ { "crd_number": 156954, "name": "Alterna Capital Partners LLC", "name_as_filed": "ALTERNA CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/alterna-capital-partners-llc-amherst-nh-156954", "city": "Amherst", "state": "NH", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170562, "name": "Alumni Ventures", "name_as_filed": "ALUMNI VENTURES", "url": "https://advisorcensus.com/firm/alumni-ventures-manchester-nh-170562", "city": "Manchester", "state": "NH", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 317233, "name": "American Wealth Protection Financial, LLC", "name_as_filed": "AMERICAN WEALTH PROTECTION FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/american-wealth-protection-financial-llc-manchester-nh-317233", "city": "Manchester", "state": "NH", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317964, "name": "Amherst Financial Group, LLC", "name_as_filed": "AMHERST FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/amherst-financial-group-llc-amherst-nh-317964", "city": "Amherst", "state": "NH", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317091, "name": "Apex Wealth Management, LLC", "name_as_filed": "APEX WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/apex-wealth-management-llc-bedford-nh-317091", "city": "Bedford", "state": "NH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284925, "name": "Arcadia Wealth Management, LLC", "name_as_filed": "ARCADIA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arcadia-wealth-management-llc-manchester-nh-284925", "city": "Manchester", "state": "NH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323016, "name": "Aurelius Family Office, LLC", "name_as_filed": "AURELIUS FAMILY OFFICE, LLC", "url": "https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016", "city": "Bedford", "state": "NH", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136305, "name": "Axiom Advisors, LLC", "name_as_filed": "AXIOM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/axiom-advisors-llc-bedford-nh-136305", "city": "Bedford", "state": "NH", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124293, "name": "Bartley Financial Advisors, LLC", "name_as_filed": "BARTLEY FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bartley-financial-advisors-llc-bedford-nh-124293", "city": "Bedford", "state": "NH", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 153017, "name": "Bay Point Financial, LLC", "name_as_filed": "BAY POINT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/bay-point-financial-llc-bedford-nh-153017", "city": "Bedford", "state": "NH", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105666, "name": "Bcas", "name_as_filed": "BCAS", "url": "https://advisorcensus.com/firm/bcas-bedford-nh-105666", "city": "Bedford", "state": "NH", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152568, "name": "Bonacorsi Wealth Management", "name_as_filed": "BONACORSI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bonacorsi-wealth-management-amherst-nh-152568", "city": "Amherst", "state": "NH", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169894, "name": "Brophy Wealth Management, LLC", "name_as_filed": "BROPHY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brophy-wealth-management-llc-bedford-nh-169894", "city": "Bedford", "state": "NH", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162503, "name": "CJS Financial Advisers / CJSF Advisers", "name_as_filed": "CJS FINANCIAL ADVISERS / CJSF ADVISERS", "url": "https://advisorcensus.com/firm/cjs-financial-advisers-cjsf-advisers-nashua-nh-162503", "city": "Nashua", "state": "NH", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 168595, "name": "Cohen Investment Advisors, LLC", "name_as_filed": "COHEN INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cohen-investment-advisors-llc-bedford-nh-168595", "city": "Bedford", "state": "NH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 13348, "name": "Curbstone Financial Management Corp.", "name_as_filed": "CURBSTONE FINANCIAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/curbstone-financial-management-corp-manchester-nh-13348", "city": "Manchester", "state": "NH", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165539, "name": "Eagle Point Investment Advisors, Inc.", "name_as_filed": "EAGLE POINT INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/eagle-point-investment-advisors-inc-bedford-nh-165539", "city": "Bedford", "state": "NH", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 106380, "name": "Eldridge Investment Advisors Inc", "name_as_filed": "ELDRIDGE INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/eldridge-investment-advisors-inc-manchester-nh-106380", "city": "Manchester", "state": "NH", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165535, "name": "Fairscale Capital, LLC", "name_as_filed": "FAIRSCALE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/fairscale-capital-llc-nashua-nh-165535", "city": "Nashua", "state": "NH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 160189, "name": "Family Investment Advisory, LLC", "name_as_filed": "FAMILY INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/family-investment-advisory-llc-merrimack-nh-160189", "city": "Merrimack", "state": "NH", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329835, "name": "Futuremoney RIA", "name_as_filed": "FUTUREMONEY RIA", "url": "https://advisorcensus.com/firm/futuremoney-ria-manchester-nh-329835", "city": "Manchester", "state": "NH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 159191, "name": "Gelinas & Company, CPA, PLLC", "name_as_filed": "GELINAS & COMPANY, CPA, PLLC", "url": 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"name": "Granite State Retirement Planning, Inc.", "name_as_filed": "GRANITE STATE RETIREMENT PLANNING, INC.", "url": "https://advisorcensus.com/firm/granite-state-retirement-planning-inc-bedford-nh-141899", "city": "Bedford", "state": "NH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107703, "name": "Grove Street Fiduciary, LLC", "name_as_filed": "GROVE STREET FIDUCIARY, LLC", "url": "https://advisorcensus.com/firm/grove-street-fiduciary-llc-peterborough-nh-107703", "city": "Peterborough", "state": "NH", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317797, "name": "J&M Investments, LLC", "name_as_filed": "J&M INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/j-and-m-investments-llc-manchester-nh-317797", "city": "Manchester", "state": "NH", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 144852, "name": "JTD Financial Services, LLC", "name_as_filed": "JTD FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/jtd-financial-services-llc-bedford-nh-144852", "city": "Bedford", "state": "NH", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 114932, "name": "Legacy Financial Solutions, Inc.", "name_as_filed": "LEGACY FINANCIAL SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/legacy-financial-solutions-inc-manchester-nh-114932", "city": "Manchester", "state": "NH", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 117196, "name": "Lumbard & Kellner, LLC", "name_as_filed": "LUMBARD & KELLNER, LLC", "url": 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1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 281036, "name": "Peak Wealth Management LLC", "name_as_filed": "PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/peak-wealth-management-llc-nashua-nh-281036", "city": "Nashua", "state": "NH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170692, "name": "Phoenix International Investments LLC", "name_as_filed": "PHOENIX INTERNATIONAL INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/phoenix-international-investments-llc-nashua-nh-170692", "city": "Nashua", "state": "NH", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 338251, "name": "Prepublic Equity Partners", "name_as_filed": "PREPUBLIC EQUITY PARTNERS", 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"Form ADV", "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" }, "sec_registrations_12_months": { "new_sec_registrations": 0, "sec_registered_at_start": 25, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "No firm here registered with the SEC as an investment adviser over the 12 months to September 1, 2026.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }