Firms by city
Registered investment advisers in Concord, NH
4 SEC-registered advisers headquartered in Concord, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| DL Carlson Investment Group | Concord, NH | $736M |
| Whitegate Investment Counselors | Concord, NH | $545M |
| Atlas Fiduciary Services | Concord, NH | $269M |
| Valpey Financial Services | Concord, NH | $226M |
- Headquarters
- Concord, NH
- Regulatory AUM
- $736M
- Headquarters
- Concord, NH
- Regulatory AUM
- $545M
- Headquarters
- Concord, NH
- Regulatory AUM
- $269M
- Headquarters
- Concord, NH
- Regulatory AUM
- $226M
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 Concord 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.