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Top 4 financial advisor firms in Exeter

4 SEC-registered financial advisor firms are headquartered in Exeter, NH, with $1.82B in combined regulatory assets under management. The largest by assets are Summit Wealth Group ($762M), Affinity Investment Group ($595M) and BlueLine Advisors ($247M).

4
Financial advisor firms
$1.82B
Their combined AUM
$421M
Median firm AUM
1,173
Clients of the top 4

The 4 largest by assets

  1. 1
    Summit Wealth Group

    RIA

    $762M

  2. 2
    Affinity Investment Group

    RIA

    $595M

  3. 3
    BlueLine Advisors

    RIA

    $247M

  4. 4
    Ledgewood Wealth Advisors

    RIA

    $217M

Profiles of the top 4

No. 1 · 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. 2 · 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

No. 3 · RIA

BlueLine Advisors

BlueLine Advisors 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, other investment advisers and individual clients. Its regulatory assets under management total $247 million, as filed on 11 March 2026.

BlueLine Advisors charges up to 1.50% a year for its Asset Management Fee.

Regulatory AUM
$247M
Clients
148
Advisory staff
3
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab, LPL Financial, Wells Fargo Securities
Headquarters
99 Water Street, Suite 3, Exeter, NH 03833
Phone
603-418-0940
Website
blueline-advisors.com

No. 4 · RIA

Ledgewood Wealth Advisors

Ledgewood Wealth Advisors is an investment adviser based in Exeter, 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 $217 million, as filed on 14 September 2026.

Ledgewood Wealth Advisors charges 0.40%–1.50% a year for its Investment Advisory Services.

Regulatory AUM
$217M
Clients
98
Advisory staff
2
Founded
2000
Fee schedule
0.40% to 1.50% a year
Minimum account
$500,000
Custodians
Pershing
Headquarters
92 Portsmouth Avenue, Suite 15, Exeter, NH 03833
Phone
603-773-0080
Website
ledgewoodwealth.com

Questions about financial advisors in Exeter

How many financial advisor firms are headquartered in Exeter?

4 SEC-registered financial advisor firms report their principal office in Exeter, NH, managing $1.82B in regulatory assets between them. The other 1 adviser headquartered in the city 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 Exeter?

Summit Wealth Group, with $762M in regulatory assets under management on its latest Form ADV. The next largest are Affinity Investment Group ($595M) and BlueLine Advisors ($247M).

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

How large is a typical financial advisor firm in Exeter?

The median firm manages $421M in regulatory assets. That is the midpoint of the 4 firms headquartered in Exeter.

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

How much do financial advisors in Exeter charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% 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 Exeter?

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

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