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Top 4 financial advisor firms in Hanover

4 SEC-registered financial advisor firms are headquartered in Hanover, NH, with $1.09B in combined regulatory assets under management. The largest by assets are Mascoma Wealth Management ($568M), Brendel Financial Advisors ($260M) and Michael D. Taxman Investment Management,llc ($137M).

4
Financial advisor firms
$1.09B
Their combined AUM
$199M
Median firm AUM
909
Clients of the top 4

The 4 largest by assets

  1. 1
    Mascoma Wealth Management

    RIA

    $568M

  2. 2
    Brendel Financial Advisors

    RIA

    $260M

  3. 3
    Michael D. Taxman Investment Management,llc

    RIA

    $137M

  4. 4
    JMH Wealth Management

    RIA

    $124M

Profiles of the top 4

No. 1 · RIA

Mascoma Wealth Management

Mascoma Wealth Management is an investment adviser based in Hanover, NH, registered with the SEC since 2015. 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 $568 million, as filed on 28 February 2026.

Regulatory AUM
$568M
Clients
477
Advisory staff
9
Founded
2013
Custodians
Fidelity
Headquarters
80 South Main Street, Suite 103, Hanover, NH 03755
Phone
603-676-8813
Website
mascoma.bank

No. 2 · RIA

Brendel Financial Advisors

Brendel Financial Advisors is an investment adviser based in Hanover, NH, registered with the SEC since 2017. 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 $260 million, as filed on 29 April 2026.

Brendel Financial Advisors charges 0.75%–1.50% a year for its Asset Management.

Regulatory AUM
$260M
Clients
325
Advisory staff
2
Founded
2017
Fee schedule
0.75% to 1.50% a year
Custodians
Charles Schwab
Headquarters
64 Lyme RD., Hanover, NH 03755
Phone
603-643-4441
Website
brendelfinancial.com

No. 3 · RIA

Michael D. Taxman Investment Management,llc

Michael D. Taxman Investment Management,llc is an investment adviser based in Hanover, NH, registered with the SEC since 2024. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $137 million, as filed on 3 February 2026.

Michael D. Taxman Investment Management,llc charges 0.35%–2.00% a year for its Annual Advisory Fee.

Regulatory AUM
$137M
Clients
27
Advisory staff
1
Fee schedule
0.35% to 2.00% a year
Minimum account
$1,000,000
Custodians
Charles Schwab
Headquarters
35 South Main Street, Hanover, NH 03755
Phone
603-643-1415
Website
mdtinvest.com

No. 4 · RIA

JMH Wealth Management

JMH Wealth Management is an investment adviser based in Hanover, NH, registered with the SEC since 2025. 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 $124 million, as filed on 1 May 2026.

JMH Wealth Management charges 0.40%–1.00% a year for its Investment management fee.

Regulatory AUM
$124M
Clients
80
Advisory staff
2
Fee schedule
0.40% to 1.00% a year
Custodians
Fidelity
Headquarters
45 Lyme Road, Suite 307, Hanover, NH 03755
Phone
603-643-8899
Website
jmhwealth.com

Questions about financial advisors in Hanover

How many financial advisor firms are headquartered in Hanover?

4 SEC-registered financial advisor firms report their principal office in Hanover, NH, managing $1.09B 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 Hanover?

Mascoma Wealth Management, with $568M in regulatory assets under management on its latest Form ADV. The next largest are Brendel Financial Advisors ($260M) and Michael D. Taxman Investment Management,llc ($137M).

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

How large is a typical financial advisor firm in Hanover?

The median firm manages $199M in regulatory assets. That is the midpoint of the 4 firms headquartered in Hanover.

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

How much do financial advisors in Hanover charge?

Of the 4 largest firms, 3 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% 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 Hanover?

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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