Investment advisers in Exeter, NH
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Conservation Resource Partners, LLC | $822.1 million | 17 | 0 |
| Summit Wealth Group LLC | $761.9 million | 10 | 0 |
| Affinity Investment Group, LLC | $595.1 million | 9 | 0 |
| Blueline Advisors | $247.2 million | 3 | 0 |
| Ledgewood Wealth Advisors, LLC | $216.8 million | 2 | 0 |