RIA Intel›Advisers›New Hampshire›MCGUIGAN FINANCIAL, LLC

MCGUIGAN FINANCIAL, LLC

Advisory

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in NH

#120

of 141 advisers by AUM

Average account

$263K

across 300 accounts

AUM per adviser

$79M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM

$79M

Discretionary %

92.8%

Clients

163

Employees

1

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$79M

Discretionary AUM$73M

Non-Discretionary AUM$6M

Discretionary %92.8%

Total Clients163

Team

Total Employees1

Investment Advisers1

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

163 clients

58 high-net-worth

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

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Advisers of similar size in NH

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

ON TRACK FINANCIAL LLC

CANTERBURY, NH

$78M

JOHNSTON REID & MITCHELL INC

PORTSMOUTH, NH

$81M

-57.3% 1Y

MANENT CAPITAL LLC

$82M

MOSES AND GAGNE FINANCIAL, INC.

CONCORD, NH

$75M

ORBIS FINANCIAL GROUP INC.

PETERBOROUGH, NH

$84M

MIKE BONACORSI LLC

AMHERST, NH

$73M

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