Firms by city
Registered investment advisers in Bedford, NH
13 SEC-registered advisers headquartered in Bedford, listed by regulatory assets under management as reported on Form ADV.
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13 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| The Harbor Group | Bedford, NH | $2B |
| Milestone Financial Planning | Bedford, NH | $590M |
| Brophy Wealth Management | Bedford, NH | $533M |
| Baldwin & Clarke Advisory Services | Bedford, NH | $466M |
| Northeast Planning Associates | Bedford, NH | $414M |
| SFM | Bedford, NH | $403M |
| Aurelius Family Office | Bedford, NH | $315M |
| Cohen Investment Advisors | Bedford, NH | $259M |
| Robbins Farley | Bedford, NH | $253M |
| Apex Wealth Management | Bedford, NH | $191M |
| The Eideard Group | Bedford, NH | $158M |
| Bartley Financial Advisors | Bedford, NH | $152M |
| Granite State Retirement Planning | Bedford, NH | $143M |
- Headquarters
- Bedford, NH
- Regulatory AUM
- $2B
- Headquarters
- Bedford, NH
- Regulatory AUM
- $590M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $533M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $466M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $414M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $403M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $315M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $259M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $253M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $191M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $158M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $152M
- Headquarters
- Bedford, NH
- Regulatory AUM
- $143M
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 its principal office in Bedford on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New Hampshire.
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.