Top 10 financial advisor firms in New Hampshire

60 SEC-registered financial advisor firms are headquartered in New Hampshire, with $25.4B in combined regulatory assets under management. The largest by assets are The Harbor Group ($2B), Tide Cycle Resources ($1.85B) and Wendell David Associates ($1.33B).

60
Financial advisor firms: $25.4B
Their combined AUM: $280M
Median firm AUM: 5,390
Clients of the top 10

The 10 largest by assets

1
The Harbor Group
RIA
$2B
0.20% to 1.00% a year
2
Tide Cycle Resources
RIA
$1.85B
Up to 0.20%
3
Wendell David Associates
RIA
$1.33B
Regulatory AUM
4
Arca Wealth
RIA
$1.27B
0.50% to 1.50% a year
5
Eldridge Investment Advisors
RIA
$814M
Up to 1.00% a year
6
CMH Wealth Management
RIA
$813M
0.40% to 1.20% a year
7
Summit Wealth Group
RIA
$762M
0.25% to 1.50% a year
8
DL Carlson Investment Group
RIA
$736M
Regulatory AUM
9
Nvest Financial
RIA
$688M
0.30% to 1.30% a year
10
Affinity Investment Group
RIA
$595M
0.50% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

The Harbor Group

The Harbor Group is an investment adviser based in Bedford, NH, registered with the SEC since 1984. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2 billion, as filed on 3 September 2026.

The Harbor Group charges 0.20%–1.00% a year for its Investment Management.

Regulatory AUM: $2B
Clients: 700
Advisory staff: 9
Founded: 1981
Fee schedule: 0.20% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 331 South River Road, Bedford, NH 03110
Phone: 603-668-0634
Website: theharborgroup.com

No. 2 · RIA

Tide Cycle Resources

Tide Cycle Resources is an investment adviser based in Portsmouth, NH, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $1.85 billion, as filed on 2 July 2026.

Tide Cycle Resources charges up to 0.20% for its Portfolio Management Fees. The brochure does not state whether the rate is annual.

Regulatory AUM: $1.85B
Clients: 1
Advisory staff: 2
Fee schedule: Up to 0.20%
Minimum account: $100,000,000
Custodians: Vanguard Marketing
Headquarters: 36 Maplewood Ave, Portsmouth, NH 03801
Phone: 207-752-7970
Website: tidecycleresources.com

No. 3 · RIA

Wendell David Associates

Wendell David Associates is an investment adviser based in Portsmouth, NH, registered with the SEC since 1994. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $1.33 billion, as filed on 19 March 2026.

Regulatory AUM: $1.33B
Clients: 459
Advisory staff: 5
Founded: 1979
Custodians: Charles Schwab
Headquarters: 1 New Hampshire Avenue, Suite 300, Portsmouth, NH 03801-2904
Phone: 603-427-0200
Website: davidwendell.com

No. 4 · RIA

Arca Wealth

Arca Wealth is an investment adviser based in Portsmouth, NH, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.27 billion, as filed on 28 September 2026.

Arca Wealth charges 0.50%–1.50% a year for its Asset Management.

Regulatory AUM: $1.27B
Clients: 1,121
Advisory staff: 11
Founded: 2015
Fee schedule: 0.50% to 1.50% a year
Minimum account: $500,000
Custodians: Charles Schwab, Fidelity
Headquarters: 22 Deer Street, Suite 200, Portsmouth, NH 03801
Phone: 603-610-8881
Website: arcawealth.com

No. 5 · RIA

Eldridge Investment Advisors

Eldridge Investment Advisors is an investment adviser based in Manchester, NH, registered with the SEC since 1992. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $814 million, as filed on 18 May 2026.

Eldridge Investment Advisors charges up to 1.00% a year for its Investment Management Services.

Regulatory AUM: $814M
Clients: 687
Advisory staff: 8
Fee schedule: Up to 1.00% a year
Minimum account: $25,000
Custodians: LPL Financial
Headquarters: 686 Chestnut St, Manchester, NH 03104
Phone: 603-625-8559
Website: eldridgeco.com

No. 6 · RIA

CMH Wealth Management

CMH Wealth Management is an investment adviser based in Portsmouth, NH, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $813 million, as filed on 19 May 2026.

CMH Wealth Management charges 0.40%–1.20% a year for its Investment Management Services.

Regulatory AUM: $813M
Clients: 326
Advisory staff: 7
Founded: 2009
Fee schedule: 0.40% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 100 Market Street, Suite 201, Portsmouth, NH 03801
Phone: 603-379-8161
Website: cmhwealth.com

No. 7 · RIA

Summit Wealth Group

Summit Wealth Group is an investment adviser based in Exeter, NH, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $762 million, as filed on 11 March 2026.

Summit Wealth Group charges 0.25%–1.50% a year for its Wealth Management.

Regulatory AUM: $762M
Clients: 456
Advisory staff: 7
Founded: 2003
Fee schedule: 0.25% to 1.50% a year
Minimum account: $1,000,000
Custodians: Charles Schwab
Headquarters: 20b Hampton Road, Exeter, NH 03833
Phone: 802-295-5300
Website: summitwg.com

No. 8 · RIA

DL Carlson Investment Group

DL Carlson Investment Group is an investment adviser based in Concord, NH, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $736 million, as filed on 25 August 2026.

Regulatory AUM: $736M
Clients: 360
Advisory staff: 8
Custodians: Commerce Bank, Charles Schwab
Headquarters: Two Capital Plaza, Suite 404, Concord, NH 03301
Phone: 603-224-5977
Website: carlsoninvest.com

No. 9 · RIA

Nvest Financial

Nvest Financial is an investment adviser based in Portsmouth, NH, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $688 million, as filed on 24 August 2026.

Nvest Financial charges 0.30%–1.30% a year for its Investment Management Services.

Regulatory AUM: $688M
Clients: 809
Advisory staff: 5
Founded: 2003
Fee schedule: 0.30% to 1.30% a year
Custodians: Fidelity
Headquarters: Two International Drive, Suite 110, Portsmouth, NH 03801
Phone: 207-985-8585
Website: nvestfinancial.com

No. 10 · RIA

Affinity Investment Group

Affinity Investment Group is an investment adviser based in Exeter, NH, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $595 million, as filed on 9 September 2026.

Affinity Investment Group charges 0.50%–1.25% a year for its Portfolio Management Services.

Regulatory AUM: $595M
Clients: 471
Advisory staff: 3
Founded: 1998
Fee schedule: 0.50% to 1.25% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 18 Hampton Road, Unit 7, Exeter, NH 03833
Phone: 603-778-6436
Website: affinityinvestmentgroup.com

Questions about financial advisors in New Hampshire

How many financial advisor firms are headquartered in New Hampshire?

60 SEC-registered financial advisor firms report their principal office in New Hampshire, managing $25.4B in regulatory assets between them. The other 10 advisers headquartered in the state are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in New Hampshire?

The Harbor Group, with $2B in regulatory assets under management on its latest Form ADV. The next largest are Tide Cycle Resources ($1.85B) and Wendell David Associates ($1.33B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in New Hampshire?

The median firm manages $280M in regulatory assets. That is the midpoint of the 60 firms headquartered in New Hampshire.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in New Hampshire charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.20% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in New Hampshire?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the state and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters state.

Source: Niva directory methodology

New Hampshire has 60 financial advisor firms; see every adviser in the state →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in New Hampshire

Top financial advisor firms by city in New Hampshire