RIA Intel›Advisers›New Hampshire›NUTFIELD FINANCIAL SERVICES, LTD

NUTFIELD FINANCIAL SERVICES, LTD

Advisory

NH

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in NH

#134

of 141 advisers by AUM

Average account

$798K

across 68 accounts

AUM per adviser

$54M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$54M

Discretionary AUM$0

Non-Discretionary AUM$54M

Discretionary %0%

Total Clients68

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

68 clients

18 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.

AMHERST FINANCIAL GROUP, LLC

$54M

SEAPORT FINANCIAL PLANNING, LLC

$55M

ROUND TABLE INVESTMENT MANAGEMENT, LLC

WEST LEBANON, NH

$53M

ROSS WEALTH PLANNING GROUP, LLC

LONDONDERRY, NH

$53M

ESTATE PLANNERS OF NEW ENGLAND, LLC

$52M

NINTAI INVESTMENTS LLC

$52M

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