Investment advisers in Portsmouth, NH
19 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Prime Buchholz LLC | $14.07 billion | 127 | 0 |
| Impax Asset Management LLC | $8.94 billion | 93 | 0 |
| Matrix Capital Management Company, LP | $2.32 billion | 7 | 0 |
| Wellesley Asset Management, Inc. | $1.99 billion | 30 | 4 |
| Tide Cycle Resources LLC | $1.85 billion | 3 | 0 |
| David Wendell Associates, Inc. | $1.33 billion | 5 | 0 |
| Arca Wealth, LLC | $1.27 billion | 28 | 0 |
| Cmh Wealth Management, LLC | $813.4 million | 9 | 0 |
| Nvest Financial, LLC | $688.3 million | 16 | 2 |
| Measured Wealth Private Client Group, LLC | $528.3 million | 14 | 0 |
| Essential Planning, LLC | $524.4 million | 11 | 5 |
| Harbor Advisory Corporation | $480.9 million | 3 | 0 |
| Cornerstone Financial Planning, LLC | $400.7 million | 6 | 0 |
| Secure Planning | $187.0 million | 5 | 0 |
| Four Tree Island Advisory LLC | $182.2 million | 2 | 0 |
| Steele Street Capital LLC | $140.5 million | 3 | 0 |
| Saltbox Financial LLC | $104.6 million | 5 | 0 |
| Capital Design Private Wealth LLC | $96.0 million | 2 | 0 |
| Option Research & Technology Services, LLC | $0 | 5 | 0 |