Clients per advisor for Independent firms in New Hampshire

In New Hampshire, independent financial advisors tend to serve a notably higher number of clients compared to the typical independent advisor nationwide. With a median of 48 clients per advisor—almost double the national median of 25—advisors in this state appear to manage larger client loads. This suggests that many New Hampshire advisors may be balancing personalized service with a more scalable approach, possibly reflecting a mature market where firms have grown beyond the early stages. While some advisors may still prioritize deep, relationship-driven service, the higher client counts indicate a trend toward efficiency and broader client reach within the state’s independent advisory landscape.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Rational Frontier Advisors, LLC	Very Low 1	1	1	1
Waldo.AI, Inc.	Very Low 2	0	1	2
FULLA Financial Planning	Very Low 2	2	1	1
KWM Financial LLC	Very Low 4	4	1	1
Nintai Investments LLC	Very Low 4	4	1	1
N.A.S. Capital LLC	Very Low 5	5	1	1
Stratton Capital Management, LLC	Very Low 6	6	1	1
Davisson Investment, LLC	Very Low 6	6	1	1
Croft Financial Planning	Very Low 7	7	1	1
Powwow, LLC	Very Low 7	7	1	1
Family Investment Advisory, LLC	Very Low 7	7	1	1
Strategic Probability Partners, LLC	Very Low 8	8	1	2
Dwight Investment Counsel	Very Low 9	9	1	1
Northport Harbor Financial Services, LLC	Low 10	10	1	1
Creative Financial Strategies, Inc.	Low 10	10	1	1
Nemo Capital	Low 10	10	1	1
Wolf Pine Capital	Low 11	11	1	1
Pen Facs Financial Services	Low 11	11	1	1
Round Table Investment Management, LLC	Low 12	12	1	1
JSK Capital Advisors, LLC	Low 12	12	1	1
Majority Asset Management, Inc.	Low 12	12	1	1
RSI Advisors	Low 13	13	1	1
Solari Financial Planning, LLC	Low 15	15	1	1
Engels Investment Advisors, LLC	Low 17	17	1	1
Spurr Financial Investment Services, LLC	Low 17	17	1	1
Green View Advisors LLC	Low 18	18	1	1
ST GOLIA Planning, LLC	Low 18	18	1	1
Cobb Financial, LLC	Low 18	18	1	1
Washington Peak Investment Advisors LLC	Low 19	19	1	1
Reverie Wealth	Low 20	20	1	1
Triumph Wealth Management LLC	Low 20	20	1	2
Stu Hawver, CFA, MBA, LLC	Low 20	20	1	1
Sunflower Financial Planning, LLC	Low 20	20	1	1
Zen Financial Planning, LLC	Typical 21	21	1	1
Olson Economics, LLC	Typical 21	21	1	1
Colligan Advisory, LLC	Typical 22	22	1	1
Laurence Financial Planning LLC	Typical 22	22	1	1
T.S. Financial Planning	Typical 22	22	1	1
Hodge Financial Services, LLC	Typical 23	23	1	1
R.O.S. Asset Management	Typical 23	23	1	1
Silver Maple Financial, LLC	Typical 23	23	1	1
Petrilli Capital Management LLC	Typical 23	23	1	1
Mead Capital Management, LLC	Typical 25	25	1	1
Manent Capital	Typical 25	25	1	1
Fvs Financial	Typical 25	25	1	1
Curtin Financial Management, Inc.	Typical 25	25	1	1
The Oakes Financial Group	Typical 26	26	1	1
Michael D. Taxman Investment Management	Typical 27	27	1	1
Alignment Financial Group	Typical 27	27	1	1
Granite State Capital Management, LLC	Typical 28	28	1	1
Cayena Capital Management, LLC	Typical 29	0	1	1
Lava Wealth Management, LLC	Typical 29	29	1	1
KD Wealth Management LLC	Typical 30	30	1	1
Monadnock Retirement Solutions, LLC	Typical 30	30	1	1
Evergreen Wealth Management	Typical 30	30	1	1
Geld Financial Advisors, Inc.	Typical 31	31	1	1
Breakwater Asset Management, LLC	Typical 31	31	1	1
Walker Capital Partners, LLC	Typical 32	32	1	2
Queenvest	Typical 34	34	1	1
Arrival Capital Management LLC	Typical 34	34	1	1
Lowry Financial Services	Typical 35	35	1	1
Broadwater Capital Management LLC	High 36	36	1	1
Honorable Financial Services, LLC	High 37	37	1	1
Mirica Wealth	High 37	37	1	1
Pathways Financial Planning	High 38	38	1	1
Nashua Capital Management LLC	High 39	39	1	1
Clearview Financial Strategies LLC	High 39	39	1	1
Jadim Wealth Management, LLC	High 40	40	1	1
StoneBridge Wealth Management, LLC	High 40	40	1	1
Benchmark Capital Management Corporation	High 43	43	1	1
Clear View Wealth Advisors, LLC	High 45	45	1	1
Quabbin Advisors	High 47	47	1	1
Titanium Advisors, LLC	High 48	48	1	1
Forever Financial Advisors, LLC	High 48	48	1	1
Dirigo Financial LLC	High 49	49	1	1
Parlin Advisors LLC	High 49	49	1	1
Main Street Financial Advisory LLC	High 50	50	1	2
Fair Weather Strategies LLC	High 51	51	1	1
Cambridge Financial Services	High 52	52	1	1
Four Tree Island Advisory LLC	High 53	53	1	2
AWR Investment Management, LLC	High 54	54	1	2
Constantine Barry Asset Management (CBAM)	High 57	57	1	2
Financial Planning Associates, LLC	High 59	59	1	1
Helm Financial Planning LLC	High 59	59	1	1
Charis Legacy Partners	High 59	59	1	1
Rockworth Investment Services LLC	High 61	61	1	1
Lakeside Financial Planning, LLC	High 62	62	1	1
Breakwater Financial, LLC	High 62	62	1	1
SJ Boyle Wealth Planning, LLC	High 62	62	1	1
Seaport Financial Planning, LLC	High 65	65	1	1
Willow Planning Group, LLC	High 65	65	1	1
COMPASS Wealth Management, LLC	High 66	66	1	1
Daniels D'Amelio Investment Management Group, LLC	Very High 67	67	1	1
ATI Wealth Partners, LLC	Very High 67	67	1	1
JTD Financial Services, LLC	Very High 68	68	1	2
Greene & Company Financial Services LLC	Very High 69	69	1	1
Ladd Capital Management LLC	Very High 69	69	1	1
IPIC, Inc.	Very High 70	70	1	1
Nautilus Wealth Advisors	Very High 71	71	1	2
Great Lakes Retirement Planning LLC	Very High 72	72	1	1
Ultra Advisory Group	Very High 73	73	1	1
North Forty Two & Co.	Very High 74	74	1	2
Sagamore Wealth Management, LLC	Very High 75	75	1	1
Block Wealth Management, Inc	Very High 75	75	1	1
Genereux Investment Management, Inc.	Very High 76	76	1	1
Drew Wealth Management	Very High 78	78	1	1
Middle Street Capital, LLC	Very High 79	79	1	1
White Pine Investments	Very High 79	79	1	1
Prakash Investment Advisors LLC	Very High 80	80	1	1
Weigelfam	Very High 80	80	1	1
Vincent Wealth Advisors LLC	Very High 83	83	1	2
August Wealth Management	Very High 85	85	1	1
BlueList Partners, LLC	Very High 86	86	1	1
Servo Wealth Management LLC	Very High 87	87	1	1
Boerum Hill Financial Advisors LLC	Very High 87	87	1	1
Bullseye Investment Group	Very High 89	89	1	1
WealthPro, LLC	Very High 92	92	1	2
Robert A. Zock & Co., Inc.	Very High 96	96	1	1
Charles River Wealth Management, LLC	Very High 103	103	1	1
F3 Capital	Very High 103	103	1	1
Cambria Wealth Management	Very High 105	105	1	2
Iacangelo Financial Group, LLC	Very High 108	108	1	1
Center Peak Financial	Very High 114	114	1	2
Liberty Wealth Managers	Very High 114	114	1	2
JK Private Wealth, LLC	Very High 115	115	1	2
Patriot Advisory Group	Very High 116	116	1	2
Hudson View Advisors, LLC	Very High 117	117	1	1
Ursa Financial, LLC	Very High 118	118	1	1
Mile High Investments, LLC	Very High 121	121	1	1
1650 Wealth Management, LLC	Very High 122	122	1	1
Saco River Financial Planning	Very High 122	122	1	1
Golden Financial Services	Very High 126	126	1	1
Granite State Retirement Planning, Inc.	Very High 128	128	1	1
Andover Advisory Group	Very High 130	130	1	2
Larson Financial Planning Inc.	Very High 131	131	1	1
Rocky Hill Advisors Inc.	Very High 135	135	1	2
Butterworth Financial LLC	Very High 138	138	1	1
Amidon & Petersen Financials, LLC	Very High 139	139	1	2
FMA Wealth Management, LLC	Very High 144	144	1	2
On Track Financial LLC	Very High 145	145	1	1
KBR Retirement & Investment Solutions	Very High 148	148	1	1
Waterstone Wealth Advisors, LLC	Very High 148	148	1	1
Applied Financial Wisdom	Very High 151	151	1	1
Gibson Financial Solutions, Inc.	Very High 153	153	1	2
Brownstone Financial Group LLC	Very High 153	153	1	2
Orbis Wealth Management	Very High 156	156	1	2
Risley Capital Management LLC	Very High 159	159	1	1
Omega Capital Management, LLC	Very High 160	160	1	2
Bay Point Financial, LLC	Very High 160	160	1	1
Family Partners Capital, LLC	Very High 160	160	1	2
McGuigan Financial, LLC	Very High 162	162	1	1
Financial Solutions Associates	Very High 174	174	1	1
Optimum Wealth LLC	Very High 177	177	1	1
Timothy Charles Financial, LLC	Very High 177	177	1	2
Proficient Wealth Counselors, LLC	Very High 182	182	1	1
MacDonald Wealth Management, LLC	Very High 187	187	1	2
Parco Wealth Management LLC	Very High 191	191	1	2
Marathon Strategic Advisors, LLC	Very High 195	195	1	2
Bonacorsi Wealth Management	Very High 199	199	1	2
Perpetual Financial	Very High 201	201	1	1
Peconic Asset Planning	Very High 203	203	1	2
SKA Financial Services, Inc.	Very High 217	217	1	1
D & P Investment Advisors, Ltd.	Very High 228	228	1	1
Constant Guidance Financial, LLC	Very High 239	239	1	1
Atlantic Coast Financial	Very High 248	248	1	2
Lightedway Advisory Services, Inc.	Very High 267	267	1	1
Fortis Portfolio Solutions, LLC	Very High 276	276	1	2
Coral Wealth Management, LLC	Very High 277	277	1	2
East Guilford Financial Services LLC	Very High 301	301	1	1
Gassman Financial LLC	Very High 307	307	1	2
C2C Wealth Management, LLC	Very High 324	324	1	2
Clarity Retirement & Wealth, LLC	Very High 329	329	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
Skloff Financial Group	Very High 444	444	1	1
Applied Capital Management, LLC	Very High 500	500	1	2
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2

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Clients per advisor for Independent firms serving clients in New Hampshire