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Start your Watchlist154 investment advisory firms are registered with a main office in New Hampshire, together advising $63B for 64,403 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Portsmouth · SEC-registered
|
$14.1B | 243 | 127 | Clean |
| 2 |
Portsmouth · SEC-registered
|
$8.9B | 27 | 93 | Clean |
| 3 |
Lebanon · SEC-registered
|
$3.5B | 19 | 24 | Clean |
| 4 |
Portsmouth · SEC-registered
|
$2.3B | 4 | 7 | Clean |
| 5 |
Bedford · SEC-registered
|
$2.0B | 700 | 22 | Clean |
| 6 |
Portsmouth · SEC-registered
|
$2.0B | 1,296 | 30 | Flagged |
| 7 |
Portsmouth · SEC-registered
|
$1.9B | 1 | 3 | Clean |
| 8 |
Portsmouth · SEC-registered
|
$1.6B | 1,397 | 27 | Clean |
| 9 |
Portsmouth · SEC-registered
|
$1.3B | 459 | 5 | Clean |
| 10 |
Portsmouth · SEC-registered
|
$1.3B | 1,121 | 28 | Clean |
| 11 |
Exeter · SEC-registered
|
$822.1M | 3 | 17 | Clean |
| 12 |
Manchester · SEC-registered
|
$814.3M | 687 | 8 | Clean |
| 13 |
Portsmouth · SEC-registered
|
$813.4M | 326 | 9 | Clean |
| 14 |
Hanover · SEC-registered
|
$773.9M | 11 | 18 | Clean |
| 15 |
Exeter · SEC-registered
|
$761.9M | 456 | 10 | Clean |
| 16 |
Concord · SEC-registered
|
$735.5M | 360 | 14 | Clean |
| 17 |
Portsmouth · SEC-registered
|
$688.3M | 809 | 16 | Flagged |
| 18 |
Exeter · SEC-registered
|
$595.1M | 471 | 9 | Clean |
| 19 |
Bedford · SEC-registered
|
$590.3M | 257 | 23 | Clean |
| 20 |
Hanover · SEC-registered
|
$567.8M | 477 | 12 | Clean |
| 21 |
Concord · SEC-registered
|
$545.4M | 139 | 3 | Clean |
| 22 |
Bedford · SEC-registered
|
$532.5M | 391 | 11 | Clean |
| 23 |
Portsmouth · SEC-registered
|
$528.3M | 638 | 14 | Clean |
| 24 |
Portsmouth · SEC-registered
|
$524.4M | 573 | 11 | Flagged |
| 25 |
Portsmouth · SEC-registered
|
$480.9M | 144 | 3 | Clean |
| 26 |
Portsmouth · SEC-registered
|
$466.9M | 169 | 6 | Clean |
| 27 |
Bedford · SEC-registered
|
$465.7M | 294 | 7 | Clean |
| 28 |
Franklin · SEC-registered
|
$463.8M | 2,777 | 11 | Clean |
| 29 |
Manchester · SEC-registered
|
$445.5M | 669 | 21 | Clean |
| 30 |
Hollis · SEC-registered
|
$443.6M | 321 | 4 | Clean |
| 31 |
Bedford · SEC-registered
|
$414.0M | 959 | 129 | Clean |
| 32 |
Peterborough · SEC-registered
|
$413.2M | 297 | 4 | Clean |
| 33 |
Manchester · SEC-registered
|
$411.7M | 277 | 10 | Clean |
| 34 |
Manchester · SEC-registered
|
$403.2M | 258 | 6 | Flagged |
| 35 |
Portsmouth · SEC-registered
|
$400.7M | 247 | 6 | Clean |
| 36 |
Hampton · SEC-registered
|
$350.7M | 199 | 4 | Clean |
| 37 |
Bedford · SEC-registered
|
$315.3M | 167 | 8 | Flagged |
| 38 |
Walpole · SEC-registered
|
$306.6M | 1 | 10 | Clean |
| 39 |
Lebanon · SEC-registered
|
$303.5M | 116 | 4 | Clean |
| 40 |
Laconia · SEC-registered
|
$284.2M | 296 | 11 | Clean |
| 41 |
Windham · SEC-registered
|
$275.8M | 172 | 6 | Clean |
| 42 |
Keene · SEC-registered
|
$272.9M | 37 | 2 | Clean |
| 43 |
Concord · SEC-registered
|
$269.3M | 132 | 6 | Clean |
| 44 |
Keene · SEC-registered
|
$264.7M | 192 | 2 | Clean |
| 45 |
Hanover · SEC-registered
|
$260.2M | 325 | 4 | Clean |
| 46 |
Bedford · SEC-registered
|
$259.3M | 251 | 7 | Clean |
| 47 |
Bedford · SEC-registered
|
$252.9M | 263 | 5 | Clean |
| 48 |
Exeter · SEC-registered
|
$247.2M | 148 | 3 | Clean |
| 49 |
West Lebanon · SEC-registered
|
$231.8M | 76 | 4 | Clean |
| 50 |
Concord · SEC-registered
|
$226.0M | 186 | 4 | Clean |
| 51 |
New London · SEC-registered
|
$221.6M | 178 | 3 | Clean |
| 52 |
Exeter · SEC-registered
|
$216.8M | 98 | 2 | Clean |
| 53 |
Nashua · SEC-registered
|
$207.8M | 179 | 3 | Flagged |
| 54 |
Manchester · SEC-registered
|
$199.4M | 372 | 4 | Clean |
| 55 |
Salem · SEC-registered
|
$197.1M | 92 | 6 | Flagged |
| 56 |
Bedford · SEC-registered
|
$191.1M | 114 | 2 | Clean |
| 57 |
Portsmouth · SEC-registered
|
$187.0M | 529 | 5 | Clean |
| 58 |
Portsmouth · SEC-registered
|
$182.2M | 54 | 2 | Clean |
| 59 |
Sutton · SEC-registered
|
$175.1M | 96 | 1 | Clean |
| 60 |
Bedford · SEC-registered
|
$158.1M | 27 | 3 | Flagged |
| 61 |
Nashua · SEC-registered
|
$156.1M | 208 | 3 | Clean |
| 62 |
Bedford · SEC-registered
|
$151.6M | 98 | 5 | Clean |
| 63 |
Bedford · SEC-registered
|
$143.2M | 128 | 1 | Clean |
| 64 |
Portsmouth · SEC-registered
|
$140.5M | 101 | 3 | Clean |
| 65 |
Lebanon · SEC-registered
|
$138.4M | 124 | 4 | Clean |
| 66 |
Hanover · SEC-registered
|
$137.5M | 27 | 1 | Clean |
| 67 |
Windham · SEC-registered
|
$135.8M | 343 | 3 | Clean |
| 68 |
Newfields · State-registered
|
$132.1M | 80 | 1 | Clean |
| 69 |
Hanover · SEC-registered
|
$124.1M | 80 | 3 | Clean |
| 70 |
Salem · SEC-registered
|
$112.6M | 307 | 2 | Clean |
| 71 |
Bedford · State-registered
|
$104.7M | 176 | 1 | Clean |
| 72 |
Portsmouth · State-registered
|
$104.6M | 50 | 5 | Clean |
| 73 |
Hanover · SEC-registered
|
$98.9M | 70 | 3 | Clean |
| 74 |
Nashua · SEC-registered
|
$97.5M | 27 | 3 | Clean |
| 75 |
Portsmouth · SEC-registered
|
$96.0M | 264 | 2 | Clean |
| 76 |
Walpole · SEC-registered
|
$93.2M | 3 | 10 | Clean |
| 77 |
Portsmouth · State-registered
|
$89.7M | 78 | 1 | Clean |
| 78 |
Concord · State-registered
|
$89.5M | 62 | 2 | Clean |
| 79 |
Peterborough · State-registered
|
$84.1M | 179 | 2 | Clean |
| 80 |
Canterbury · State-registered
|
$78.0M | 145 | 1 | Clean |
| 81 |
Amherst · State-registered
|
$73.3M | 199 | 2 | Clean |
| 82 |
Manchester · State-registered
|
$70.2M | 160 | 2 | Clean |
| 83 |
Portsmouth · State-registered
|
$65.9M | 202 | 3 | Clean |
| 84 |
Nashua · State-registered
|
$65.0M | 39 | 1 | Clean |
| 85 |
Derry · State-registered
|
$64.5M | 46 | 3 | Clean |
| 86 |
Portsmouth · State-registered
|
$64.1M | 126 | 1 | Clean |
| 87 |
Portsmouth · State-registered
|
$62.6M | 39 | 3 | Clean |
| 88 |
Amherst · State-registered
|
$53.7M | 184 | 3 | Clean |
| 89 |
West Lebanon · State-registered
|
$53.3M | 12 | 1 | Clean |
| 90 |
Londonderry · State-registered
|
$52.8M | 149 | 1 | Clean |
| 91 |
Portsmouth · State-registered
|
$52.0M | 119 | 2 | Clean |
| 92 |
Tilton · State-registered
|
$51.1M | 76 | 1 | Flagged |
| 93 |
Rochester · State-registered
|
$45.5M | 339 | 2 | Clean |
| 94 |
Concord · State-registered
|
$42.3M | 62 | 3 | Clean |
| 95 |
Portsmouth · State-registered
|
$35.6M | 103 | 1 | Flagged |
| 96 |
Portsmouth · State-registered
|
$32.8M | 92 | 1 | Clean |
| 97 |
Hanover · State-registered
|
$30.7M | 62 | 1 | Flagged |
| 98 |
Portsmouth · State-registered
|
$25.8M | 108 | 1 | Clean |
| 99 |
Wolfeboro · State-registered
|
$24.0M | 79 | 1 | Flagged |
| 100 |
Portsmouth · State-registered
|
$22.6M | 116 | 2 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in New Hampshire by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.