RIA Intel›Advisers›New Hampshire›DOROTHY JANE COLE

DOROTHY JANE COLE

Advisory

NH

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

Rank in NH
#112
of 141 advisers by AUM
Average account
$560K
across 165 accounts
AUM per adviser
$92M
1 adviser

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

Total AUM
$92M
Discretionary %
0%
Clients
53
Employees
5

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$92M
Discretionary AUM$0
Non-Discretionary AUM$92M
Discretionary %0%
Total Clients53
Team
Total Employees5
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA, NH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NH

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

MIDAS MANAGEMENT CORPORATION
WALPOLE, NH
$93M
DREW WEALTH MANAGEMENT LLC
PORTSMOUTH, NH
$90M
KCS ADVISORS, LLC
CONCORD, NH
$90M
-27.8% 1Y
DANCOURT MANAGEMENT, LLC
$96M
CAPITAL DESIGN PRIVATE WEALTH LLC
PORTSMOUTH, NH
$96M
0.0% 1Y
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA, NH
$97M
-3.2% 1Y

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