Reported as registered
CMH WEALTH MANAGEMENT, LLC
CRD 150138 · SEC 801-70154
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Firms
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Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 23,622
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- August 3, 2026 · retrieved August 18, 2026
86 sourced firms · query 49 ms
Reported as registered
COHEN INVESTMENT ADVISORS, LLC
CRD 168595 · SEC 801-117592
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CONSERVATION RESOURCE PARTNERS, LLC
CRD 160706 · SEC 801-73775
EXETER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CORNERSTONE FINANCIAL PLANNING, LLC
CRD 129656 · SEC 801-107703
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
CURBSTONE FINANCIAL MANAGEMENT CORP.
CRD 13348 · SEC 801-67354
MANCHESTER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVID WENDELL ASSOCIATES, INC.
CRD 106664 · SEC 801-47437
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIS WEALTH ADVISORS
CRD 287736 · SEC 801-130754
SALEM, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ELDRIDGE INVESTMENT ADVISORS INC
CRD 106380 · SEC 801-42161
MANCHESTER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
ESSENTIAL PLANNING, LLC
CRD 106651 · SEC 801-51363
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FAIRSCALE CAPITAL, LLC
CRD 165535 · SEC 801-123056
NASHUA, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FINANCIAL MANAGEMENT ASSOCIATES, LLC
CRD 327502 · SEC 801-128596
WINDHAM, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FOUR TREE ISLAND ADVISORY LLC
CRD 158851 · SEC 801-129929
PORTSMOUTH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
FUTUREMONEY RIA
CRD 329835 · SEC 801-129583
MANCHESTER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GASSMAN FINANCIAL LLC
CRD 317204 · SEC 801-135561
SALEM, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GLENWOOD INVESTMENT GROUP, LLC
CRD 132950 · SEC 801-121991
MANCHESTER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GLOBAL FOREST PARTNERS LP
CRD 127064 · SEC 801-62203
LEBANON, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRANITE STATE RETIREMENT PLANNING, INC.
CRD 141899 · SEC 801-123509
BEDFORD, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GRANITE VALUE CAPITAL, LLC
CRD 150169 · SEC 801-128125
HANOVER, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
GROVE STREET FIDUCIARY, LLC
CRD 107703 · SEC 801-43397
PETERBOROUGH, NH
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CRD 117097 · SEC 801-123558
NEW LONDON, NH
Source release August 3, 2026 · retrieved August 18, 2026