Firms by state
Registered investment advisers in New Hampshire
28 SEC-registered advisers with at least one office in New Hampshire, listed by regulatory assets under management as reported on Form ADV.
Browse cities in New Hampshire
28 firms listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Fidelity Management & ResearchCRD 108281 | Boston, MA | $5685.04B | 744 | 36,650 |
| Strategic AdvisersCRD 104555 | Boston, MA | $1370.13B | 17,112 | 2,401,763 |
| Ameriprise Financial ServicesCRD 6363 | Minneapolis, MN | $660.47B | 12,681 | 1,386,329 |
| Raymond James & AssociatesCRD 705 | ST. Petersburg, FL | $500.96B | 5,683 | 531,617 |
| FiamCRD 133196 | Smithfield, RI | $347.73B | 139 | 596 |
| Creative PlanningCRD 105348 | Overland Park, KS | $295.57B | 1,538 | 100,298 |
| Victory Capital ManagementCRD 106189 | San Antonio, TX | $282.71B | 170 | 18,120 |
| Commonwealth Equity ServicesCRD 8032 | Waltham, MA | $212.66B | 2,650 | 360,488 |
| Hightower AdvisorsCRD 145323 | Chicago, IL | $198.58B | 953 | 64,035 |
| Global Retirement PartnersCRD 172011 | San Rafael, CA | $169.58B | 442 | 28,693 |
| MarinerCRD 140195 | Overland Park, KS | $125.41B | 933 | 55,512 |
| SCS Capital ManagementCRD 122258 | Boston, MA | $48.65B | 99 | 589 |
| EP Wealth AdvisorsCRD 111147 | Torrance, CA | $45.15B | 320 | 20,738 |
| Newedge AdvisorsCRD 171351 | New Orleans, LA | $43.21B | 515 | 49,898 |
| Steward Partners Investment AdvisoryCRD 283004 | Stamford, CT | $36.73B | 310 | 42,763 |
| Sanctuary AdvisorsCRD 226606 | Miami, FL | $34.88B | 396 | 19,540 |
| Integrated Wealth ConceptsCRD 284656 | Waltham, MA | $23.58B | 491 | 29,848 |
| Jordan Park GroupCRD 287755 | San Francisco, CA | $23.26B | 99 | 229 |
| Newedge WealthCRD 307771 | Stamford, CT | $19.93B | 99 | 3,692 |
| Fidelity Diversifying SolutionsCRD 315088 | Boston, MA | $18.88B | 44 | 35 |
| Independent Advisor AllianceCRD 168267 | Charlotte, NC | $17.23B | 247 | 45,002 |
| Citizens Private WealthCRD 106743 | Tarrytown, NY | $16.63B | 214 | 2,567 |
| Ifp AdvisorsCRD 125112 | Tampa, FL | $16.29B | 302 | 54,154 |
| Ballentine PartnersCRD 152802 | Waltham, MA | $15.32B | 87 | 353 |
| Prime BuchholzCRD 106455 | Portsmouth, NH | $14.07B | 69 | 243 |
| The Mather GroupCRD 156005 | Chicago, IL | $13.45B | 97 | 4,773 |
| Brookstone Capital ManagementCRD 141413 | Wheaton, IL | $12.75B | 320 | 54,845 |
| Advisors Capital ManagementCRD 112266 | Ridgewood, NJ | $12.20B | 57 | 18,140 |
Fidelity Management & ResearchCRD 108281$5685.04B
- Headquarters
- Boston, MA
- Advisory staff
- 744
- Clients
- 36,650
Strategic AdvisersCRD 104555$1370.13B
- Headquarters
- Boston, MA
- Advisory staff
- 17,112
- Clients
- 2,401,763
Ameriprise Financial ServicesCRD 6363$660.47B
- Headquarters
- Minneapolis, MN
- Advisory staff
- 12,681
- Clients
- 1,386,329
Raymond James & AssociatesCRD 705$500.96B
- Headquarters
- ST. Petersburg, FL
- Advisory staff
- 5,683
- Clients
- 531,617
FiamCRD 133196$347.73B
- Headquarters
- Smithfield, RI
- Advisory staff
- 139
- Clients
- 596
Creative PlanningCRD 105348$295.57B
- Headquarters
- Overland Park, KS
- Advisory staff
- 1,538
- Clients
- 100,298
Victory Capital ManagementCRD 106189$282.71B
- Headquarters
- San Antonio, TX
- Advisory staff
- 170
- Clients
- 18,120
Commonwealth Equity ServicesCRD 8032$212.66B
- Headquarters
- Waltham, MA
- Advisory staff
- 2,650
- Clients
- 360,488
Hightower AdvisorsCRD 145323$198.58B
- Headquarters
- Chicago, IL
- Advisory staff
- 953
- Clients
- 64,035
Global Retirement PartnersCRD 172011$169.58B
- Headquarters
- San Rafael, CA
- Advisory staff
- 442
- Clients
- 28,693
MarinerCRD 140195$125.41B
- Headquarters
- Overland Park, KS
- Advisory staff
- 933
- Clients
- 55,512
SCS Capital ManagementCRD 122258$48.65B
- Headquarters
- Boston, MA
- Advisory staff
- 99
- Clients
- 589
EP Wealth AdvisorsCRD 111147$45.15B
- Headquarters
- Torrance, CA
- Advisory staff
- 320
- Clients
- 20,738
Newedge AdvisorsCRD 171351$43.21B
- Headquarters
- New Orleans, LA
- Advisory staff
- 515
- Clients
- 49,898
Steward Partners Investment AdvisoryCRD 283004$36.73B
- Headquarters
- Stamford, CT
- Advisory staff
- 310
- Clients
- 42,763
Sanctuary AdvisorsCRD 226606$34.88B
- Headquarters
- Miami, FL
- Advisory staff
- 396
- Clients
- 19,540
Integrated Wealth ConceptsCRD 284656$23.58B
- Headquarters
- Waltham, MA
- Advisory staff
- 491
- Clients
- 29,848
Jordan Park GroupCRD 287755$23.26B
- Headquarters
- San Francisco, CA
- Advisory staff
- 99
- Clients
- 229
Newedge WealthCRD 307771$19.93B
- Headquarters
- Stamford, CT
- Advisory staff
- 99
- Clients
- 3,692
Fidelity Diversifying SolutionsCRD 315088$18.88B
- Headquarters
- Boston, MA
- Advisory staff
- 44
- Clients
- 35
Independent Advisor AllianceCRD 168267$17.23B
- Headquarters
- Charlotte, NC
- Advisory staff
- 247
- Clients
- 45,002
Citizens Private WealthCRD 106743$16.63B
- Headquarters
- Tarrytown, NY
- Advisory staff
- 214
- Clients
- 2,567
Ifp AdvisorsCRD 125112$16.29B
- Headquarters
- Tampa, FL
- Advisory staff
- 302
- Clients
- 54,154
Ballentine PartnersCRD 152802$15.32B
- Headquarters
- Waltham, MA
- Advisory staff
- 87
- Clients
- 353
Prime BuchholzCRD 106455$14.07B
- Headquarters
- Portsmouth, NH
- Advisory staff
- 69
- Clients
- 243
The Mather GroupCRD 156005$13.45B
- Headquarters
- Chicago, IL
- Advisory staff
- 97
- Clients
- 4,773
Brookstone Capital ManagementCRD 141413$12.75B
- Headquarters
- Wheaton, IL
- Advisory staff
- 320
- Clients
- 54,845
Advisors Capital ManagementCRD 112266$12.20B
- Headquarters
- Ridgewood, NJ
- Advisory staff
- 57
- Clients
- 18,140
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports an office in New Hampshire on Form ADV Part 1A, whether or not the state is its headquarters. An SEC-registered adviser doing business in a state also makes a notice filing there, which is why a firm can serve clients in New Hampshire from elsewhere.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation, and Niva Wealth is not affiliated with the firms on it.