AUM per client for Supported firms serving clients in New Hampshire

Supported firms active in New Hampshire 145 firms

Very Low $160K-$410K

Low $410K-$880K

Typical $880K-$1.3M

High $1.3M-$1.7M

Very High $1.7M-$3M

5th 20th 40th 60th 80th 95th

Median: $1.1M

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Bradford Financial Services Corp	Low $460K	$250M	549	0%
Cooper Financial Services, Inc.	Very Low $150K	$200M	1,335	4%
Toomey Investment Management, Inc	Very Low $240K	$310M	1,291	6%
Tax & Investment Advisors	Very Low $290K	$100M	346	10%
Financial Management Associates, LLC	Very Low $390K	$130M	343	41%
Hepworth Equity Partners, LLC	Very Low $320K	$140M	421	30%
Schuchard Capital Management Inc	High $1.5M	$290M	195	48%
Bountiful Investment Management LLC	Very Low $290K	$160M	560	2%
APEX Investment Group	Very Low $390K	$200M	519	11%
Straight Forward Wealth Management, LLC	Very Low $130K	$46M	339	1%
Wadsworth & Daulaire Financial Planners	Very Low $0	$0	500	26%
Massachusetts Wealth Management, LLC	Typical $890K	$290M	324	29%
Brendel Financial Advisors LLC	Low $810K	$260M	321	23%
Stage 2 Planning Partners LLC	Very Low $340K	$100M	306	8%
Craig Duvarney, Cfp	Very High $2.4M	$370M	152	79%
Grove Street Fiduciary, LLC	High $1.4M	$410M	292	63%
Stirling Financial Group	Low $590K	$170M	288	34%
Needham Advisory Corporation	Low $640K	$91M	143	22%
Gilbert Capital Group	Typical $1.1M	$150M	139	24%
Brisbois Capital Management LLC	Low $700K	$97M	138	60%
Strategic Planning Group, Inc.	Low $820K	$220M	265	29%
Secure Planning, LLC	Very Low $350K	$190M	529	4%
Capital Design Private Wealth LLC	Very Low $360K	$96M	264	17%
Lighthouse Capital, LLC	Very Low $250K	$32M	127	0%
Bennington Financial Planning Group	Low $700K	$260M	376	32%
Glenwood Investment Group, LLC	Low $540K	$200M	370	14%
True North Retirement Advisors, LLC	Typical $1.1M	$420M	365	34%
Warther Private Wealth	High $1.4M	$330M	237	24%
Tonge Investments	Very Low $200K	$48M	236	0%
Milne Financial Planning, Inc.	Typical $940K	$110M	116	29%
American Retirement & Investment Strategies, LLC	Low $480K	$100M	215	23%
Advisory Resource Group, LLC	Very Low $0	$0	320	9%
Finer Wealth Management, Inc.	High $1.4M	$290M	213	37%
Lumbard & Kellner, LLC	High $1.3M	$420M	316	79%
Bartley Financial Advisors, LLC	High $1.4M	$140M	98	47%
The Ivy League Advisory Group, LLC	Very Low $180K	$35M	194	3%
VCP Financial LLC	Very Low $290K	$110M	385	65%
Birch Financial Group	High $1.4M	$260M	192	35%
Valpey Financial Services LLC	Typical $1.2M	$230M	186	37%
Aurora Investment Managers, LLC	Very High $1.8M	$320M	185	30%
ECON Wealth Management	Low $680K	$230M	337	14%
Merrimack Valley Financial Advisors, Inc.	Very Low $170K	$42M	246	4%
WMGNA	Typical $1.1M	$350M	326	30%
New England Schooner, Inc.	Low $520K	$170M	320	11%
American Wealth Protection Financial, LLC	Low $440K	$70M	159	20%
Cohen Investment Advisors, LLC	Typical $1.1M	$250M	237	35%
Three Bearings Fiduciary Advisors, Inc.	High $1.3M	$200M	157	47%
Inman Financial Services, Inc.	Low $820K	$190M	234	28%
Twinleaf Financial Advisors	Very Low $150K	$12M	76	0%
Aventus Investment Advisors, Inc.	Typical $940K	$140M	145	39%
Salem Advisory Group LLC	Very Low $250K	$72M	288	9%
Peak Wealth Management LLC	Low $730K	$150M	208	32%
Granite Value Capital, LLC	High $1.4M	$95M	69	45%
Polaris Investment Advisors, LLC	High $1.3M	$180M	138	36%
First Wilshire Securities Management, Inc.	Typical $1.2M	$330M	275	73%
Cottage Street Advisors	Very High $2.5M	$330M	135	38%
J.R. Prunier Capital Management LLC	Very High $3M	$410M	135	20%
Odiorne Point Asset Management, LLC	Very Low $330K	$66M	202	0%
Fithian LLC	Typical $1M	$67M	66	100%
Robbins Farley LLC	Typical $940K	$250M	263	35%
Nefpg	Typical $1.3M	$250M	196	39%
Flying Point Financial, Inc.	Typical $1.1M	$200M	191	41%
SFM, LLC	High $1.6M	$390M	247	40%
Oak Financial Group Inc	High $1.4M	$170M	122	66%
Amherst Financial Group, LLC	Very Low $290K	$54M	182	42%
Sullivan Financial, LLC	Low $770K	$93M	121	23%
Estate Planners of New England, LLC	Low $440K	$52M	119	15%
Clark & Stuart Inc	Typical $1.1M	$190M	178	100%
Fairscale Capital, LLC	Typical $1.2M	$200M	177	31%
Righthand Capital, LLC	High $1.5M	$180M	118	75%
Maine Advisory Associates	Low $660K	$120M	176	19%
Gallugi Wealth Management, LLC	Low $620K	$73M	117	12%
Lighthouse Financial, LLC	Low $830K	$97M	116	36%
Poulos Advisors, Inc.	High $1.3M	$150M	115	48%
Apex Wealth Management, LLC	Very High $1.7M	$190M	114	81%
Madson Wealth Advisors Inc.	Typical $1.2M	$210M	169	43%
Hwa Financial Group	High $1.6M	$270M	167	37%
New Dimensions Wealth Management, L.L.C.	High $1.6M	$180M	111	65%
Evansbrook Capital Management	Very High $2.1M	$230M	110	61%
Dorothy J. Cole	Very High $1.7M	$92M	53	64%
Valor Wealth Partners	Low $410K	$63M	156	29%
Tower View Wealth Management LLC	High $1.5M	$300M	206	34%
Conscious Capital	Low $450K	$68M	152	11%
Otto & Associates, Inc.	Very High $1.9M	$290M	152	50%
Crystal Capital Management Corporation	Very Low $380K	$38M	101	5%
Cox Capital Management LLC	Very High $1.7M	$340M	201	46%
BlueLine Advisors	High $1.3M	$190M	148	35%
Nia Impact Capital	Very High $1.7M	$260M	147	52%
Alternative Capitalis, LLC	Typical $1.1M	$110M	97	34%
Springboard Asset Management LLC	High $1.4M	$140M	97	39%
Harbor Advisory Corporation	Very High $3.3M	$480M	144	69%
InTrack Investment Management, Inc.	High $1.3M	$240M	189	30%
Ledgewood Wealth Advisors, LLC	Very High $2.3M	$210M	93	54%
Shrier Associates, LLC	Low $450K	$62M	138	42%
Tidal Creek Capital Advisors	Low $700K	$120M	177	21%
Unconventional Investor, LLC	Very High $3.4M	$300M	88	58%
Hager Investment Management Services, LLC	Typical $1.2M	$210M	171	40%
Seascape Capital Management, LLC	Very High $2.7M	$460M	169	88%
F5 Financial Planning, L.L.C.	High $1.4M	$170M	123	54%
The Wealth Conservatory	Typical $1.1M	$140M	121	48%
JMH Wealth Management, LLC	High $1.6M	$120M	79	41%
Silver Pine Capital, LLC	Low $530K	$42M	79	43%
Steele Street Capital LLC	Typical $1.1M	$87M	79	39%
Integrated Wealth Management, LLC	High $1.6M	$63M	39	38%
VaMa Oak Wealth, LLC	Low $780K	$91M	117	31%
Greenway Financial Advisors LLC	High $1.3M	$100M	77	43%
MHP Asset Management	Low $670K	$51M	76	18%
Copper Beech Wealth Management	Typical $1.1M	$78M	73	51%
Paramount Financial	Very Low $230K	$24M	106	1%
McIntyre, Freedman & Flynn Investment Advisers, Inc.	Very High $2.1M	$140M	69	42%
Gordian Advisors, LLC	Very High $2.5M	$260M	103	69%
Nutfield Financial	Low $800K	$54M	68	26%
Safir Wealth Advisors, LLC	Very High $3M	$200M	67	73%
World Market Advisors	Typical $1.1M	$71M	67	45%
Mittelman Wealth Management	Very High $6M	$200M	33	100%
Experience Your Wealth, LLC	High $1.3M	$84M	65	25%
Whole Wealth Management	—	—	32	0%
Aventura Capital Management, LLC	Very Low $380K	$48M	126	10%
KCS Advisors, LLC	High $1.4M	$90M	62	44%
Cove Private Wealth, LLC	Very High $4.9M	$450M	92	100%
LTG Capital LLC	High $1.6M	$140M	91	33%
ProsperiTea Planning	High $1.5M	$180M	121	52%
Catalyst Investment Management LLC	Very High $2.2M	$130M	60	58%
Goldfinch Financial, Inc.	—	—	30	0%
Creative Resources Investment Advisors LLC	Very Low $200K	$17M	85	24%
Davinci Capital Management, Inc.	Low $470K	$40M	85	9%
Schultz Financial Group Incorporated	Very High $1.9M	$210M	110	52%
Launch Financial Planning	Low $860K	$46M	54	22%
Advanced Portfolio Design, LLC	Typical $1.3M	$100M	80	39%
Verity Wealth Advisors, LLC	Very High $5.4M	$280M	52	77%
Compass Planning Associates, Inc.	Very High $3M	$210M	72	92%
Legacy Financial Solutions, Inc.	Very Low $140K	$6.6M	47	0%
Northstar Capital Inc	High $1.4M	$65M	46	30%
Davis Wealth Advisors	Very High $2.2M	$190M	87	83%
Loudon Investment Management, LLC	Very High $2.9M	$220M	75	48%
Bluestone Wealth Management LLC	Very High $7.4M	$270M	37	81%
Single Track Financial, Inc.	Typical $920K	$29M	32	66%
The Wealth Conservancy, Inc.	Very High $5.1M	$240M	47	45%
Capitol Wealth Management	Low $680K	$42M	62	23%
Dattilio & Ash Capital Management, LLC	Low $590K	$18M	31	55%
Sintra Capital Corp	—	—	10	0%
Penfacs Financial Services	Typical $1.2M	$21M	17	18%
Hurst & DeGraffenried Wealth Management, LLC	Typical $1.2M	$18M	15	0%
Fleetstar Financial	Very Low $180K	$1.1M	6	0%
Monadnock Capital Partners, LLC	Very High $2.4M	$50M	21	29%
Castle Asset Management, LLC	Very Low $130K	$1.2M	9	0%
Trinexus Capital, LLC	Very High $1.9M	$17M	9	100%
Zacks Intelligence LLC	Very Low $2	$2	1	0%
GELINAS & COMPANY, CPA, PLLC	—	—	1	0%
Altus Investment Group	—	—	—	—
Atlantic Financial	—	$610K	—	—
Bora Capital, LLC	—	—	—	—
Eagle Point Investment Advisors, Inc.	—	$0	—	—
Mardin Capital Group LLC	—	—	—	—

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support