Adviser Record

Investment advisers in Exeter, NH

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NH

FirmAssetsEmployeesDisclosures
Conservation Resource Partners, LLC$822.1 million170
Summit Wealth Group LLC$761.9 million100
Affinity Investment Group, LLC$595.1 million90
Blueline Advisors$247.2 million30
Ledgewood Wealth Advisors, LLC$216.8 million20