RIA Intel›Advisers›New Hampshire›AMHERST FINANCIAL GROUP, LLC

AMHERST FINANCIAL GROUP, LLC

Advisory

AMHERST, NH

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in NH

#135

of 141 advisers by AUM

Average account

$153K

across 351 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients184

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

184 clients

76 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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-1.1% 1Y

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