Firms by city
Registered investment advisers in Exeter, NH
5 SEC-registered advisers headquartered in Exeter, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Conservation Resource Partners | Exeter, NH | $822M |
| Summit Wealth Group | Exeter, NH | $762M |
| Affinity Investment Group | Exeter, NH | $595M |
| BlueLine Advisors | Exeter, NH | $247M |
| Ledgewood Wealth Advisors | Exeter, NH | $217M |
- Headquarters
- Exeter, NH
- Regulatory AUM
- $822M
- Headquarters
- Exeter, NH
- Regulatory AUM
- $762M
- Headquarters
- Exeter, NH
- Regulatory AUM
- $595M
- Headquarters
- Exeter, NH
- Regulatory AUM
- $247M
- Headquarters
- Exeter, NH
- Regulatory AUM
- $217M
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 Exeter 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.