Top 10 financial advisor firms in Portsmouth

12 SEC-registered financial advisor firms are headquartered in Portsmouth, NH, with $7.97B in combined regulatory assets under management. The largest by assets are Tide Cycle Resources ($1.85B), Wendell David Associates ($1.33B) and Arca Wealth ($1.27B).

12
Financial advisor firms: $7.97B
Their combined AUM: $503M
Median firm AUM: 4,263
Clients of the top 10

The 10 largest by assets

1
Tide Cycle Resources
RIA
$1.85B
Up to 0.20%
2
Wendell David Associates
RIA
$1.33B
Regulatory AUM
3
Arca Wealth
RIA
$1.27B
0.50% to 1.50% a year
4
CMH Wealth Management
RIA
$813M
0.40% to 1.20% a year
5
Nvest Financial
RIA
$688M
0.30% to 1.30% a year
6
Essential Planning
RIA
$524M
0.60% to 1.25% a year
7
Harbor Advisory
RIA
$481M
0.50% to 1.10% a year
8
Cornerstone Financial Planning
RIA
$401M
0.30% to 1.00% a year
9
Secure Planning
RIA
$187M
0.55% to 1.50% a year
10
Four Tree Island Advisory
RIA
$182M
Regulatory AUM

Profiles of the top 10

No. 1 · 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. 2 · 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. 3 · 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. 4 · 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. 5 · 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. 6 · RIA

Essential Planning

Essential Planning is an investment adviser based in Portsmouth, NH, registered with the SEC since 1996. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $524 million, as filed on 23 March 2026.

Essential Planning charges 0.60%–1.25% a year for its Ongoing Advisory Services.

Regulatory AUM: $524M
Clients: 573
Advisory staff: 3
Founded: 1984
Fee schedule: 0.60% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 500 Market Street, Unit 1d, Portsmouth, NH 03801
Phone: 603-427-5164
Website: essential-planning.com

No. 7 · RIA

Harbor Advisory

Harbor Advisory is an investment adviser based in Portsmouth, NH, registered with the SEC since 1972. 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 $481 million, as filed on 14 May 2026.

Harbor Advisory charges 0.50%–1.10% a year for its Investment Management Fee Schedule.

Regulatory AUM: $481M
Clients: 144
Advisory staff: 3
Founded: 1972
Fee schedule: 0.50% to 1.10% a year
Custodians: Pershing, Charles Schwab
Headquarters: 500 Market St., Suite 1a, Portsmouth, NH 03801
Phone: 603-431-5740
Website: harboradvisory.com

No. 8 · RIA

Cornerstone Financial Planning

Cornerstone Financial Planning is an investment adviser based in Portsmouth, NH, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $401 million, as filed on 21 September 2026.

Cornerstone Financial Planning charges 0.30%–1.00% a year for its Financial Planning and Investment Management.

Regulatory AUM: $401M
Clients: 247
Advisory staff: 6
Founded: 2004
Fee schedule: 0.30% to 1.00% a year
Minimum account: $750,000
Custodians: Fidelity
Headquarters: 8 Greenleaf Woods DR., Suite 202, Portsmouth, NH 03801
Phone: 603-431-1133
Website: cornerstoneplanning.com

No. 9 · RIA

Secure Planning

Secure Planning is an investment adviser based in Portsmouth, NH, registered with the SEC since 1998. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $187 million, as filed on 6 May 2026.

Secure Planning charges 0.55%–1.50% a year for its Asset Management Fees.

Regulatory AUM: $187M
Clients: 529
Advisory staff: 3
Fee schedule: 0.55% to 1.50% a year
Custodians: SEI Investments Distribution, Charles Schwab
Headquarters: 42 Middle St, Portsmouth, NH 03801
Phone: 603-433-5515
Website: secureplanning.com

No. 10 · RIA

Four Tree Island Advisory

Four Tree Island Advisory 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, individual clients and insurance companies. Its regulatory assets under management total $182 million, as filed on 2 March 2026.

Regulatory AUM: $182M
Clients: 54
Advisory staff: 1
Custodians: Interactive Brokers
Headquarters: 126 Daniel Street, Suite 120, Portsmouth, NH 03801
Phone: 603-427-8053
Website: fourtreeislandadvisory.com

Questions about financial advisors in Portsmouth

How many financial advisor firms are headquartered in Portsmouth?

12 SEC-registered financial advisor firms report their principal office in Portsmouth, NH, managing $7.97B in regulatory assets between them. The other 4 advisers 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 Portsmouth?

Tide Cycle Resources, with $1.85B in regulatory assets under management on its latest Form ADV. The next largest are Wendell David Associates ($1.33B) and Arca Wealth ($1.27B).

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

How large is a typical financial advisor firm in Portsmouth?

The median firm manages $503M in regulatory assets. That is the midpoint of the 12 firms headquartered in Portsmouth.

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

How much do financial advisors in Portsmouth 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 Portsmouth?

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

Portsmouth has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Portsmouth

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