Adviser Record

Investment advisers in Bedford, NH

13 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NH

FirmAssetsEmployeesDisclosures
The Harbor Group, Inc.$2.00 billion220
Milestone Financial Planning, LLC$590.3 million230
Brophy Wealth Management, LLC$532.5 million110
Bcas$465.7 million70
Northeast Planning Associates, Inc.$414.0 million1290
Sweeney Financial Advisors$403.2 million62
Aurelius Family Office, LLC$315.3 million81
Cohen Investment Advisors, LLC$259.3 million70
Robbins Farley LLC$252.9 million50
Apex Wealth Management, LLC$191.1 million20
The Eideard Group, LLC$158.1 million34
Bartley Financial Advisors, LLC$151.6 million50
Granite State Retirement Planning, Inc.$143.2 million10