{
  "path": "/advisors/nh",
  "url": "https://advisorcensus.com/advisors/nh/page/3",
  "page_type": "state",
  "title": "Financial advisors in New Hampshire",
  "filters": {},
  "scope_total": 211,
  "faq": [
    {
      "q": "How many financial advisory firms are there in New Hampshire?",
      "a": "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."
    },
    {
      "q": "How many fee-only financial advisors are in New Hampshire?",
      "a": "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."
    },
    {
      "q": "How many financial advisors in New Hampshire offer financial planning?",
      "a": "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."
    },
    {
      "q": "Are the financial advisors in New Hampshire 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 95 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 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in New Hampshire: 211 firms from Form ADV filings as of October 2026.",
  "total_firms": 211,
  "page": 3,
  "total_pages": 5,
  "sort": "name",
  "registration_types": {
    "sec": 86,
    "state": 112,
    "exempt": 13
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 95
    },
    {
      "code": "percentage_of_aum",
      "count": 172
    },
    {
      "code": "hourly",
      "count": 97
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 110
    },
    {
      "code": "commissions",
      "count": 6
    },
    {
      "code": "performance_based",
      "count": 16
    },
    {
      "code": "other",
      "count": 21
    },
    {
      "code": "not_reported",
      "count": 13
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 77
    },
    {
      "code": "5_to_9",
      "count": 35
    },
    {
      "code": "10_to_19",
      "count": 59
    },
    {
      "code": "20_plus",
      "count": 40
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 59
    },
    {
      "code": "25m_100m",
      "count": 31
    },
    {
      "code": "100m_500m",
      "count": 56
    },
    {
      "code": "500m_1b",
      "count": 15
    },
    {
      "code": "1b_5b",
      "count": 7
    },
    {
      "code": "over_5b",
      "count": 2
    },
    {
      "code": "not_reported",
      "count": 41
    }
  ],
  "firms": [
    {
      "crd_number": 339255,
      "name": "John Elliott Wealth Management LLC",
      "name_as_filed": "JOHN ELLIOTT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/john-elliott-wealth-management-llc-new-london-nh-339255",
      "city": "New London",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 126079,
      "name": "KBR Financial Solutions",
      "name_as_filed": "KBR FINANCIAL SOLUTIONS",
      "url": "https://advisorcensus.com/firm/kbr-financial-solutions-londonderry-nh-126079",
      "city": "Londonderry",
      "state": "NH",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128005,
      "name": "KCS Advisors, LLC",
      "name_as_filed": "KCS ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/kcs-advisors-llc-concord-nh-128005",
      "city": "Concord",
      "state": "NH",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 309096,
      "name": "KD Wealth Management LLC",
      "name_as_filed": "KD WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/kd-wealth-management-llc-hampton-nh-309096",
      "city": "Hampton",
      "state": "NH",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326583,
      "name": "Kelan Capital",
      "name_as_filed": "KELAN CAPITAL",
      "url": "https://advisorcensus.com/firm/kelan-capital-lincoln-nh-326583",
      "city": "Lincoln",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 333383,
      "name": "King Ridge Capital Advisors, LLC",
      "name_as_filed": "KING RIDGE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/king-ridge-capital-advisors-llc-new-london-nh-333383",
      "city": "New London",
      "state": "NH",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288528,
      "name": "KWM Financial LLC",
      "name_as_filed": "KWM FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528",
      "city": "Porstmouth",
      "state": "NH",
      "years_registered": 8,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109049,
      "name": "Ledgewood Wealth Advisors, LLC",
      "name_as_filed": "LEDGEWOOD WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049",
      "city": "Exeter",
      "state": "NH",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117747,
      "name": "Legacy Advisors",
      "name_as_filed": "LEGACY ADVISORS",
      "url": "https://advisorcensus.com/firm/legacy-advisors-117747",
      "city": null,
      "state": null,
      "years_registered": 28,
      "raum_band": "under_25m",
      "compensation_types": [
        "fixed"
      ],
      "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": 113641,
      "name": "Loudon Investment Management, LLC",
      "name_as_filed": "LOUDON INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/loudon-investment-management-llc-west-lebanon-nh-113641",
      "city": "West Lebanon",
      "state": "NH",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117196,
      "name": "Lumbard & Kellner, LLC",
      "name_as_filed": "LUMBARD & KELLNER, LLC",
      "url": "https://advisorcensus.com/firm/lumbard-and-kellner-llc-hollis-nh-117196",
      "city": "Hollis",
      "state": "NH",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306353,
      "name": "Manent Capital",
      "name_as_filed": "MANENT CAPITAL",
      "url": "https://advisorcensus.com/firm/manent-capital-orford-nh-306353",
      "city": "Orford",
      "state": "NH",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342252,
      "name": "Mardin Capital Group",
      "name_as_filed": "MARDIN CAPITAL GROUP",
      "url": "https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252",
      "city": "Rye",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 174907,
      "name": "Mascoma Wealth Management",
      "name_as_filed": "MASCOMA WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907",
      "city": "Hanover",
      "state": "NH",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "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": 284073,
      "name": "Matthew J Cohen Consulting",
      "name_as_filed": "MATTHEW J COHEN CONSULTING",
      "url": "https://advisorcensus.com/firm/matthew-j-cohen-consulting-284073",
      "city": null,
      "state": null,
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172416,
      "name": "Mead Capital Management, LLC",
      "name_as_filed": "MEAD CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/mead-capital-management-llc-172416",
      "city": null,
      "state": null,
      "years_registered": 11,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170442,
      "name": "Measured Wealth Private Client Group, LLC",
      "name_as_filed": "MEASURED WEALTH PRIVATE CLIENT GROUP, LLC",
      "url": "https://advisorcensus.com/firm/measured-wealth-private-client-group-llc-rye-nh-170442",
      "city": "Rye",
      "state": "NH",
      "years_registered": 12,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139995,
      "name": "MHP Asset Management",
      "name_as_filed": "MHP ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/mhp-asset-management-tilton-nh-139995",
      "city": "Tilton",
      "state": "NH",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126670,
      "name": "Michael D. Taxman Investment Management",
      "name_as_filed": "MICHAEL D. TAXMAN INVESTMENT MANAGEMENT",
      "url": "https://advisorcensus.com/firm/michael-d-taxman-investment-management-hanover-nh-126670",
      "city": "Hanover",
      "state": "NH",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108237,
      "name": "Midas Management Corporation",
      "name_as_filed": "MIDAS MANAGEMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/midas-management-corporation-walpole-nh-108237",
      "city": "Walpole",
      "state": "NH",
      "years_registered": 31,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226513,
      "name": "Middle Street Capital, LLC",
      "name_as_filed": "MIDDLE STREET CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/middle-street-capital-llc-newfields-nh-226513",
      "city": "Newfields",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 283439,
      "name": "Milestone Financial Planning, LLC",
      "name_as_filed": "MILESTONE FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/milestone-financial-planning-llc-bedford-nh-283439",
      "city": "Bedford",
      "state": "NH",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 297759,
      "name": "Mirica Wealth",
      "name_as_filed": "MIRICA WEALTH",
      "url": "https://advisorcensus.com/firm/mirica-wealth-etna-nh-297759",
      "city": "Etna",
      "state": "NH",
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "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": 337269,
      "name": "Momentum Investment Research and Management, LLC",
      "name_as_filed": "MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/momentum-investment-research-and-management-llc-337269",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305198,
      "name": "Monadnock Retirement Solutions, LLC",
      "name_as_filed": "MONADNOCK RETIREMENT SOLUTIONS, LLC",
      "url": "https://advisorcensus.com/firm/monadnock-retirement-solutions-llc-305198",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329175,
      "name": "My Holistic Financial Plan",
      "name_as_filed": "MY HOLISTIC FINANCIAL PLAN",
      "url": "https://advisorcensus.com/firm/my-holistic-financial-plan-329175",
      "city": null,
      "state": null,
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312665,
      "name": "Mystic Valley Investments, LLC",
      "name_as_filed": "MYSTIC VALLEY INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/mystic-valley-investments-llc-meredith-nh-312665",
      "city": "Meredith",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 160438,
      "name": "Nashua Capital Management LLC",
      "name_as_filed": "NASHUA CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/nashua-capital-management-llc-nashua-nh-160438",
      "city": "Nashua",
      "state": "NH",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301909,
      "name": "New England Tactical Investments LLC",
      "name_as_filed": "NEW ENGLAND TACTICAL INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/new-england-tactical-investments-llc-301909",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299278,
      "name": "Nintai Investments LLC",
      "name_as_filed": "NINTAI INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/nintai-investments-llc-299278",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 131406,
      "name": "Northeast Planning Associates, Inc.",
      "name_as_filed": "NORTHEAST PLANNING ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/northeast-planning-associates-inc-bedford-nh-131406",
      "city": "Bedford",
      "state": "NH",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146738,
      "name": "Northport Harbor Financial Services, LLC",
      "name_as_filed": "NORTHPORT HARBOR FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/northport-harbor-financial-services-llc-litchfield-nh-146738",
      "city": "Litchfield",
      "state": "NH",
      "years_registered": 18,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105925,
      "name": "Northstar Capital Inc",
      "name_as_filed": "NORTHSTAR CAPITAL INC",
      "url": "https://advisorcensus.com/firm/northstar-capital-inc-derry-nh-105925",
      "city": "Derry",
      "state": "NH",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 117205,
      "name": "Northstar Financial Planning, LLC",
      "name_as_filed": "NORTHSTAR FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205",
      "city": "Windham",
      "state": "NH",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304156,
      "name": "Novalis Lifesciences LLC",
      "name_as_filed": "NOVALIS LIFESCIENCES LLC",
      "url": "https://advisorcensus.com/firm/novalis-lifesciences-llc-hampton-nh-304156",
      "city": "Hampton",
      "state": "NH",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 165465,
      "name": "Oak Grove Capital, LLC",
      "name_as_filed": "OAK GROVE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/oak-grove-capital-llc-holderness-nh-165465",
      "city": "Holderness",
      "state": "NH",
      "years_registered": 8,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "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": 120542,
      "name": "On Track Financial LLC",
      "name_as_filed": "ON TRACK FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/on-track-financial-llc-canterbury-nh-120542",
      "city": "Canterbury",
      "state": "NH",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 285944,
      "name": "Optimum Wealth LLC",
      "name_as_filed": "OPTIMUM WEALTH LLC",
      "url": "https://advisorcensus.com/firm/optimum-wealth-llc-keene-nh-285944",
      "city": "Keene",
      "state": "NH",
      "years_registered": 9,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "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": 332287,
      "name": "Orbis Wealth Management",
      "name_as_filed": "ORBIS WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/orbis-wealth-management-peterborough-nh-332287",
      "city": "Peterborough",
      "state": "NH",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338584,
      "name": "Panther Global",
      "name_as_filed": "PANTHER GLOBAL",
      "url": "https://advisorcensus.com/firm/panther-global-derry-nh-338584",
      "city": "Derry",
      "state": "NH",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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
    }
  ],
  "states": [],
  "metros": [
    {
      "path": "/advisors/nh/manchester",
      "name": "Manchester",
      "msa_name": "Manchester-Nashua, NH",
      "state_code": "NH",
      "firm_count": 46
    }
  ],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nh",
      "label": "Financial advisors in New Hampshire"
    },
    "fee_pages": [
      {
        "path": "/advisors/nh/fee-only",
        "label": "Fee-only financial advisors in New Hampshire",
        "firm_count": 95
      },
      {
        "path": "/advisors/nh/flat-fee",
        "label": "Flat-fee financial advisors in New Hampshire",
        "firm_count": 110
      },
      {
        "path": "/advisors/nh/hourly",
        "label": "Hourly financial advisors in New Hampshire",
        "firm_count": 97
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/nh.csv",
  "source": {
    "name": "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"
  }
}
