# 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/page/3

## 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 3 of 5, 101 to 150 of 211, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [John Elliott Wealth Management LLC](https://advisorcensus.com/firm/john-elliott-wealth-management-llc-new-london-nh-339255) ([md](https://advisorcensus.com/firm/john-elliott-wealth-management-llc-new-london-nh-339255.md)) | 339255 | New London, NH | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [JTD Financial Services, LLC](https://advisorcensus.com/firm/jtd-financial-services-llc-bedford-nh-144852) ([md](https://advisorcensus.com/firm/jtd-financial-services-llc-bedford-nh-144852.md)) | 144852 | Bedford, NH | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee, Other |
| [KBR Financial Solutions](https://advisorcensus.com/firm/kbr-financial-solutions-londonderry-nh-126079) ([md](https://advisorcensus.com/firm/kbr-financial-solutions-londonderry-nh-126079.md)) | 126079 | Londonderry, NH | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [KCS Advisors, LLC](https://advisorcensus.com/firm/kcs-advisors-llc-concord-nh-128005) ([md](https://advisorcensus.com/firm/kcs-advisors-llc-concord-nh-128005.md)) | 128005 | Concord, NH | State-registered investment adviser | $25 million to $100 million | 17 | % of assets, Hourly |
| [KD Wealth Management LLC](https://advisorcensus.com/firm/kd-wealth-management-llc-hampton-nh-309096) ([md](https://advisorcensus.com/firm/kd-wealth-management-llc-hampton-nh-309096.md)) | 309096 | Hampton, NH | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Kelan Capital](https://advisorcensus.com/firm/kelan-capital-lincoln-nh-326583) ([md](https://advisorcensus.com/firm/kelan-capital-lincoln-nh-326583.md)) | 326583 | Lincoln, NH | Exempt reporting adviser | Not reported | 0 | Not reported |
| [King Ridge Capital Advisors, LLC](https://advisorcensus.com/firm/king-ridge-capital-advisors-llc-new-london-nh-333383) ([md](https://advisorcensus.com/firm/king-ridge-capital-advisors-llc-new-london-nh-333383.md)) | 333383 | New London, NH | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [KWM Financial LLC](https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528) ([md](https://advisorcensus.com/firm/kwm-financial-llc-porstmouth-nh-288528.md)) | 288528 | Porstmouth, NH | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Ledgewood Wealth Advisors, LLC](https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049) ([md](https://advisorcensus.com/firm/ledgewood-wealth-advisors-llc-exeter-nh-109049.md)) | 109049 | Exeter, NH | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Legacy Advisors](https://advisorcensus.com/firm/legacy-advisors-117747) ([md](https://advisorcensus.com/firm/legacy-advisors-117747.md)) | 117747 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 28 | Fixed fee |
| [Legacy Financial Solutions, Inc.](https://advisorcensus.com/firm/legacy-financial-solutions-inc-manchester-nh-114932) ([md](https://advisorcensus.com/firm/legacy-financial-solutions-inc-manchester-nh-114932.md)) | 114932 | Manchester, NH | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly, Other |
| [Loudon Investment Management, LLC](https://advisorcensus.com/firm/loudon-investment-management-llc-west-lebanon-nh-113641) ([md](https://advisorcensus.com/firm/loudon-investment-management-llc-west-lebanon-nh-113641.md)) | 113641 | West Lebanon, NH | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Lumbard & Kellner, LLC](https://advisorcensus.com/firm/lumbard-and-kellner-llc-hollis-nh-117196) ([md](https://advisorcensus.com/firm/lumbard-and-kellner-llc-hollis-nh-117196.md)) | 117196 | Hollis, NH | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets |
| [Manent Capital](https://advisorcensus.com/firm/manent-capital-orford-nh-306353) ([md](https://advisorcensus.com/firm/manent-capital-orford-nh-306353.md)) | 306353 | Orford, NH | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Mardin Capital Group](https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252) ([md](https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252.md)) | 342252 | Rye, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Mascoma Wealth Management](https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907) ([md](https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907.md)) | 174907 | Hanover, NH | SEC-registered investment adviser | $500 million to $1 billion | 11 | % 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 |
| [Matthew J Cohen Consulting](https://advisorcensus.com/firm/matthew-j-cohen-consulting-284073) ([md](https://advisorcensus.com/firm/matthew-j-cohen-consulting-284073.md)) | 284073 | Not reported, Not reported | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee |
| [Mead Capital Management, LLC](https://advisorcensus.com/firm/mead-capital-management-llc-172416) ([md](https://advisorcensus.com/firm/mead-capital-management-llc-172416.md)) | 172416 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Measured Wealth Private Client Group, LLC](https://advisorcensus.com/firm/measured-wealth-private-client-group-llc-rye-nh-170442) ([md](https://advisorcensus.com/firm/measured-wealth-private-client-group-llc-rye-nh-170442.md)) | 170442 | Rye, NH | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Hourly, Fixed fee |
| [MHP Asset Management](https://advisorcensus.com/firm/mhp-asset-management-tilton-nh-139995) ([md](https://advisorcensus.com/firm/mhp-asset-management-tilton-nh-139995.md)) | 139995 | Tilton, NH | State-registered investment adviser | $25 million to $100 million | 20 | % of assets, Hourly |
| [Michael D. Taxman Investment Management](https://advisorcensus.com/firm/michael-d-taxman-investment-management-hanover-nh-126670) ([md](https://advisorcensus.com/firm/michael-d-taxman-investment-management-hanover-nh-126670.md)) | 126670 | Hanover, NH | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Midas Management Corporation](https://advisorcensus.com/firm/midas-management-corporation-walpole-nh-108237) ([md](https://advisorcensus.com/firm/midas-management-corporation-walpole-nh-108237.md)) | 108237 | Walpole, NH | SEC-registered investment adviser | $25 million to $100 million | 31 | % of assets |
| [Middle Street Capital, LLC](https://advisorcensus.com/firm/middle-street-capital-llc-newfields-nh-226513) ([md](https://advisorcensus.com/firm/middle-street-capital-llc-newfields-nh-226513.md)) | 226513 | Newfields, NH | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [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 |
| [Milestone Financial Planning, LLC](https://advisorcensus.com/firm/milestone-financial-planning-llc-bedford-nh-283439) ([md](https://advisorcensus.com/firm/milestone-financial-planning-llc-bedford-nh-283439.md)) | 283439 | Bedford, NH | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Fixed fee |
| [Mirica Wealth](https://advisorcensus.com/firm/mirica-wealth-etna-nh-297759) ([md](https://advisorcensus.com/firm/mirica-wealth-etna-nh-297759.md)) | 297759 | Etna, NH | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Other |
| [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 |
| [Momentum Investment Research and Management, LLC](https://advisorcensus.com/firm/momentum-investment-research-and-management-llc-337269) ([md](https://advisorcensus.com/firm/momentum-investment-research-and-management-llc-337269.md)) | 337269 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Monadnock Retirement Solutions, LLC](https://advisorcensus.com/firm/monadnock-retirement-solutions-llc-305198) ([md](https://advisorcensus.com/firm/monadnock-retirement-solutions-llc-305198.md)) | 305198 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets, Fixed fee |
| [My Holistic Financial Plan](https://advisorcensus.com/firm/my-holistic-financial-plan-329175) ([md](https://advisorcensus.com/firm/my-holistic-financial-plan-329175.md)) | 329175 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Fixed fee |
| [Mystic Valley Investments, LLC](https://advisorcensus.com/firm/mystic-valley-investments-llc-meredith-nh-312665) ([md](https://advisorcensus.com/firm/mystic-valley-investments-llc-meredith-nh-312665.md)) | 312665 | Meredith, NH | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Nashua Capital Management LLC](https://advisorcensus.com/firm/nashua-capital-management-llc-nashua-nh-160438) ([md](https://advisorcensus.com/firm/nashua-capital-management-llc-nashua-nh-160438.md)) | 160438 | Nashua, NH | State-registered investment adviser | $25 million to $100 million | 14 | % of assets |
| [New England Tactical Investments LLC](https://advisorcensus.com/firm/new-england-tactical-investments-llc-301909) ([md](https://advisorcensus.com/firm/new-england-tactical-investments-llc-301909.md)) | 301909 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 7 | % of assets |
| [Nintai Investments LLC](https://advisorcensus.com/firm/nintai-investments-llc-299278) ([md](https://advisorcensus.com/firm/nintai-investments-llc-299278.md)) | 299278 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Northeast Planning Associates, Inc.](https://advisorcensus.com/firm/northeast-planning-associates-inc-bedford-nh-131406) ([md](https://advisorcensus.com/firm/northeast-planning-associates-inc-bedford-nh-131406.md)) | 131406 | Bedford, NH | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Northport Harbor Financial Services, LLC](https://advisorcensus.com/firm/northport-harbor-financial-services-llc-litchfield-nh-146738) ([md](https://advisorcensus.com/firm/northport-harbor-financial-services-llc-litchfield-nh-146738.md)) | 146738 | Litchfield, NH | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly |
| [Northstar Capital Inc](https://advisorcensus.com/firm/northstar-capital-inc-derry-nh-105925) ([md](https://advisorcensus.com/firm/northstar-capital-inc-derry-nh-105925.md)) | 105925 | Derry, NH | State-registered investment adviser | $25 million to $100 million | 13 | % of assets |
| [Northstar Financial Planning, LLC](https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205) ([md](https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205.md)) | 117205 | Windham, NH | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Novalis Lifesciences LLC](https://advisorcensus.com/firm/novalis-lifesciences-llc-hampton-nh-304156) ([md](https://advisorcensus.com/firm/novalis-lifesciences-llc-hampton-nh-304156.md)) | 304156 | Hampton, NH | Exempt reporting adviser | Not reported | 0 | Not reported |
| [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 |
| [Oak Grove Capital, LLC](https://advisorcensus.com/firm/oak-grove-capital-llc-holderness-nh-165465) ([md](https://advisorcensus.com/firm/oak-grove-capital-llc-holderness-nh-165465.md)) | 165465 | Holderness, NH | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [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 |
| [On Track Financial LLC](https://advisorcensus.com/firm/on-track-financial-llc-canterbury-nh-120542) ([md](https://advisorcensus.com/firm/on-track-financial-llc-canterbury-nh-120542.md)) | 120542 | Canterbury, NH | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Fixed fee, Commissions |
| [Optimum Wealth LLC](https://advisorcensus.com/firm/optimum-wealth-llc-keene-nh-285944) ([md](https://advisorcensus.com/firm/optimum-wealth-llc-keene-nh-285944.md)) | 285944 | Keene, NH | State-registered investment adviser | Not reported | 9 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Orbis Wealth Management](https://advisorcensus.com/firm/orbis-wealth-management-peterborough-nh-332287) ([md](https://advisorcensus.com/firm/orbis-wealth-management-peterborough-nh-332287.md)) | 332287 | Peterborough, NH | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Commissions |
| [Panther Global](https://advisorcensus.com/firm/panther-global-derry-nh-338584) ([md](https://advisorcensus.com/firm/panther-global-derry-nh-338584.md)) | 338584 | Derry, NH | Exempt reporting adviser | Not reported | 1 | Not reported |
| [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 |

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## 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.