Top 10 financial advisor firms in Bedford

13 SEC-registered financial advisor firms are headquartered in Bedford, NH, with $5.87B in combined regulatory assets under management. The largest by assets are The Harbor Group ($2B), Milestone Financial Planning ($590M) and Brophy Wealth Management ($533M).

13
Financial advisor firms: $5.87B
Their combined AUM: $315M
Median firm AUM: 3,654
Clients of the top 10

The 10 largest by assets

1
The Harbor Group
RIA
$2B
0.20% to 1.00% a year
2
Milestone Financial Planning
RIA
$590M
0.30% to 1.00% a year
3
Brophy Wealth Management
RIA
$533M
0.32% to 1.12% a year
4
Baldwin & Clarke Advisory Services
RIA
$466M
Regulatory AUM
5
Northeast Planning Associates
RIA
$414M
0.50% to 2.00%
6
SFM
RIA
$403M
0.55% to 1.38% a year
7
Aurelius Family Office
RIA
$315M
0.50% to 1.25% a year
8
Cohen Investment Advisors
RIA
$259M
Regulatory AUM
9
Robbins Farley
RIA
$253M
Regulatory AUM
10
Apex Wealth Management
RIA
$191M
0.55% to 0.75% 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

Milestone Financial Planning

Milestone Financial Planning is an investment adviser based in Bedford, NH, registered with the SEC since 2016. 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 $590 million, as filed on 24 April 2026.

Milestone Financial Planning charges 0.30%–1.00% a year for its Financial Management Service.

Regulatory AUM: $590M
Clients: 257
Advisory staff: 12
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity
Headquarters: 3 Executive Park Drive, Suite 200, Bedford, NH 03110
Phone: 603-589-8010
Website: milestonefinancialplanning.com

No. 3 · RIA

Brophy Wealth Management

Brophy Wealth Management is an investment adviser based in Bedford, NH, registered with the SEC since 2013. 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 $533 million, as filed on 20 May 2026.

Brophy Wealth Management charges 0.32%–1.12% a year for its Investment Management.

Regulatory AUM: $533M
Clients: 391
Advisory staff: 4
Founded: 1995
Fee schedule: 0.32% to 1.12% a year
Custodians: Charles Schwab
Headquarters: 40 South River Road, Bedford Place Unit 15, Bedford, NH 03110
Phone: 603-668-2303
Website: brophywealth.com

No. 4 · RIA

Baldwin & Clarke Advisory Services

Baldwin & Clarke Advisory Services is an investment adviser based in Bedford, NH, registered with the SEC since 1985. 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 $466 million, as filed on 21 July 2026.

Regulatory AUM: $466M
Clients: 294
Advisory staff: 4
Custodians: Charles Schwab, Reliance Trust
Headquarters: 1 Bedford Farms DR, Suite 102, Bedford, NH 03110
Phone: 603-668-4353
Website: baldwinclarke.com

No. 5 · RIA

Northeast Planning Associates

Northeast Planning Associates is an investment adviser based in Bedford, NH, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $414 million, as filed on 8 May 2026.

Northeast Planning Associates charges 0.50%–2.00% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $414M
Clients: 959
Advisory staff: 69
Fee schedule: 0.50% to 2.00%
Custodians: LPL Financial, Tiaa-Cref Individual & Institutional Services
Headquarters: 43 Constitution Drive, Bedford, NH 03110
Phone: 603-471-0900

No. 6 · RIA

SFM

SFM is an investment adviser based in Bedford, NH, registered with the SEC since 2014. 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 $403 million, as filed on 3 August 2026.

SFM charges 0.55%–1.375% a year for its Asset Management Fees.

Regulatory AUM: $403M
Clients: 258
Advisory staff: 4
Founded: 1998
Fee schedule: 0.55% to 1.38% a year
Minimum account: $500,000
Custodians: Charles Schwab
Headquarters: 360 Route 101 Suite 10, Bedford, NH 03110
Phone: 603-625-8400
Website: sfmllc.net

No. 7 · RIA

Aurelius Family Office

Aurelius Family Office is an investment adviser based in Bedford, NH, registered with the SEC since 2022. 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 $315 million, as filed on 30 September 2026.

Aurelius Family Office charges 0.50%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $315M
Clients: 167
Advisory staff: 1
Fee schedule: 0.50% to 1.25% a year
Custodians: Axos Clearing
Headquarters: 3 Executive Park Drive, Suite 261, Bedford, NH 03110
Phone: 603-413-6060
Website: aurelius.net

No. 8 · RIA

Cohen Investment Advisors

Cohen Investment Advisors is an investment adviser based in Bedford, NH, registered with the SEC since 2019. 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 $259 million, as filed on 18 June 2026.

Regulatory AUM: $259M
Clients: 251
Advisory staff: 4
Custodians: Pershing
Headquarters: 264 South River Road, Suite 414, Bedford, NH 03110
Phone: 603-232-8350
Website: investwithcohen.com

No. 9 · RIA

Robbins Farley

Robbins Farley is an investment adviser based in Bedford, NH, registered with the SEC since 2020. 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 $253 million, as filed on 22 March 2026.

Regulatory AUM: $253M
Clients: 263
Advisory staff: 4
Founded: 2012
Custodians: Charles Schwab
Headquarters: 6 Bedford Farms Drive, Suite 112, Bedford, NH 03110
Phone: 603-703-0255
Website: robbinsfarley.com

No. 10 · RIA

Apex Wealth Management

Apex Wealth Management is an investment adviser based in Bedford, NH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $191 million, as filed on 11 February 2026.

Apex Wealth Management charges 0.55%–0.75% a year for its Investment Management Services.

Regulatory AUM: $191M
Clients: 114
Advisory staff: 2
Fee schedule: 0.55% to 0.75% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1 Hardy RD, #400, Bedford, NH 03110
Phone: 603-488-2475
Website: apexwealthnh.com

Questions about financial advisors in Bedford

How many financial advisor firms are headquartered in Bedford?

13 SEC-registered financial advisor firms report their principal office in Bedford, NH, managing $5.87B in regulatory assets between them.

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

What is the largest financial advisor firm in Bedford?

The Harbor Group, with $2B in regulatory assets under management on its latest Form ADV. The next largest are Milestone Financial Planning ($590M) and Brophy Wealth Management ($533M).

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

How large is a typical financial advisor firm in Bedford?

The median firm manages $315M in regulatory assets. That is the midpoint of the 13 firms headquartered in Bedford.

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

How much do financial advisors in Bedford charge?

Of the 10 largest firms, 7 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.75% to 2.00% 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 Bedford?

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 city 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 city.

Source: Niva directory methodology

Bedford has 13 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Bedford

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