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Fastest Growing RIAs
in New Hampshire

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Oak Grove Capital, LLC
Portsmouth, 
NH
3 Year Grow Rate:
97%
AUM (MM):
$293

#

Estate Planners of New England, LLC
Portsmouth, 
NH
3 Year Grow Rate:
67%
AUM (MM):
$60

#

CMH Wealth Management, LLC
North Hampton, 
NH
3 Year Grow Rate:
63%
AUM (MM):
$442

#

Colligan Advisory, LLC
Moultonborough, 
NH
3 Year Grow Rate:
62%
AUM (MM):
$52

#

Cornerstone Financial Planning, LLC
Portsmouth, 
NH
3 Year Grow Rate:
59%
AUM (MM):
$206

#

Seascape Capital Management, LLC
Portsmouth, 
NH
3 Year Grow Rate:
58%
AUM (MM):
$206

#

Newsource Advisory, LLC
Keene, 
NH
3 Year Grow Rate:
56%
AUM (MM):
$70

#

Ledgewood Wealth Advisors, LLC
Exeter, 
NH
3 Year Grow Rate:
54%
AUM (MM):
$137

#

Nashua Capital Management LLC
Nashua, 
NH
3 Year Grow Rate:
52%
AUM (MM):
$40

#

Boselah Investments
Exeter, 
NH
3 Year Grow Rate:
50%
AUM (MM):
$42

#

Blueline Advisors
Exeter, 
NH
3 Year Grow Rate:
45%
AUM (MM):
$219

#

Robert A. Zock & Co., Inc.
Warner, 
NH
3 Year Grow Rate:
43%
AUM (MM):
$131

#

SFM, LLC
Manchester, 
NH
3 Year Grow Rate:
41%
AUM (MM):
$170

#

Paladin Advisors, LLC
Exeter, 
NH
3 Year Grow Rate:
36%
AUM (MM):
$292

#

The Harbor Group, Inc.
Bedford, 
NH
3 Year Grow Rate:
29%
AUM (MM):
$1,185

#

Michael D. Taxman Investment Management
Hanover, 
NH
3 Year Grow Rate:
29%
AUM (MM):
$77

#

Harbor Advisory Corporation
Portsmouth, 
NH
3 Year Grow Rate:
24%
AUM (MM):
$163

#

Lumbard & Kellner, LLC
Hollis, 
NH
3 Year Grow Rate:
21%
AUM (MM):
$208

#

Granite Value Capital, LLC
Hanover, 
NH
3 Year Grow Rate:
21%
AUM (MM):
$101

#

Bluestone Wealth Management LLC
Keene, 
NH
3 Year Grow Rate:
20%
AUM (MM):
$197

#

Safir Wealth Advisors, LLC
Greenland, 
NH
3 Year Grow Rate:
18%
AUM (MM):
$109

#

Pen Facs Financial Services
Salem, 
NH
3 Year Grow Rate:
5%
AUM (MM):
$30

#

Loudon Investment Management, LLC
West Lebanon, 
NH
3 Year Grow Rate:
4%
AUM (MM):
$156
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