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Top 4 financial advisor firms in Manchester

4 SEC-registered financial advisor firms are headquartered in Manchester, NH, with $1.87B in combined regulatory assets under management. The largest by assets are Eldridge Investment Advisors ($814M), Arcadia Wealth Management ($446M) and Curbstone Financial Management ($412M).

4
Financial advisor firms
$1.87B
Their combined AUM
$429M
Median firm AUM
2,005
Clients of the top 4

The 4 largest by assets

  1. 1
    Eldridge Investment Advisors

    RIA

    $814M

  2. 2
    Arcadia Wealth Management

    RIA

    $446M

  3. 3
    Curbstone Financial Management

    RIA

    $412M

  4. 4
    Glenwood Investment Group

    RIA

    $199M

Profiles of the top 4

No. 1 · 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. 2 · RIA

Arcadia Wealth Management

Arcadia Wealth Management is an investment adviser based in Manchester, NH, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $446 million, as filed on 10 August 2026.

Arcadia Wealth Management charges 0.40%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM
$446M
Clients
669
Advisory staff
10
Fee schedule
0.40% to 1.50% a year
Custodians
Fidelity
Headquarters
155 Dow Street, Suite 301, Manchester, NH 03101
Phone
603-681-9190
Website
arcadia.financial

No. 3 · RIA

Curbstone Financial Management

Curbstone Financial Management is an investment adviser based in Manchester, NH, registered with the SEC since 2006. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $412 million, as filed on 22 June 2026.

Curbstone Financial Management charges 0.50%–1.00% a year for its Fee Schedule.

Regulatory AUM
$412M
Clients
277
Advisory staff
6
Founded
1983
Fee schedule
0.50% to 1.00% a year
Custodians
Charles Schwab
Headquarters
741 Chestnut Street, Manchester, NH 03104-3002
Phone
603-624-8462
Website
curbstonefinancial.com

No. 4 · RIA

Glenwood Investment Group

Glenwood Investment Group is an investment adviser based in Manchester, NH, registered with the SEC since 2021. 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 $199 million, as filed on 6 March 2026.

Regulatory AUM
$199M
Clients
372
Advisory staff
2
Custodians
Charles Schwab
Headquarters
814 Elm Street, Suite 503, Manchester, NH 03101
Phone
603-606-3391
Website
glenwoodinvestment.com

Questions about financial advisors in Manchester

How many financial advisor firms are headquartered in Manchester?

4 SEC-registered financial advisor firms report their principal office in Manchester, NH, managing $1.87B 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 Manchester?

Eldridge Investment Advisors, with $814M in regulatory assets under management on its latest Form ADV. The next largest are Arcadia Wealth Management ($446M) and Curbstone Financial Management ($412M).

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

How large is a typical financial advisor firm in Manchester?

The median firm manages $429M in regulatory assets. That is the midpoint of the 4 firms headquartered in Manchester.

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

How much do financial advisors in Manchester 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 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 Manchester?

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

Manchester has 4 financial advisor firms; see every adviser in the city →

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