DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
H••••• A••••••• C•••••••••
Latest filing May 14, 2026
First filing on the tape Mar 16, 2012 · 29 filings
SEC status approved since Oct 22, 1972
RAUM
$481M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$476M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$160M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$481M as of May 14, 2026
Mar 16, 2012$115M then
HNW client RAUM$457M as of May 14, 2026
Mar 29, 2018$115M then
State-registered IARs (5.B.3)3 as of May 14, 2026
Mar 16, 20120 then
Employees (5.A)3 as of May 14, 2026
Mar 27, 20132 then
Private funds: no history
RAUM +8.3% over the last fiscal year+10% a year over threeIARs 3 to 3
Practice profile
derived from the filing of May 14, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $160MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.6MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -6.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisers, publications, educational seminarsreportedItem 5.G
- Custody
- $34.7M, 15 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$457M95%
- Individuals$19.8M4.1%
- Pension and profit-sharing plans$4.6M1.0%
- Individual clients
- 45reported
- HNW clients
- 99reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 395reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $34.7M for 15 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W••• R•••••• B••••• | Portsmouth, Nh | Feb 5, 1996 | 40 y | 0 |
| J••• J••••• D•••• | Portsmouth, Nh | Sep 16, 1996 | 40 y | 0 |
| D••••• R••••• Z••••••••Chartered Financial Analyst | Portsmouth, Nh | Feb 16, 2021 | 33 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- J••• A• S•••• to F• L• P••••• I••••••••• M••••••••• C••Dec 13, 2004 · Other
Joined, latest
- D••••• R••••• Z•••••••• from B••••••• F•••••••• P••••••• L••Feb 16, 2021 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• W•••• R•••••• · President, Directorcontrolsince 03/1986 · owns less than 5%
- D••••• J•••• J••••• · Director & Vice President, Chief Compliance Officer, Chief Investment Officercontrolsince 06/1996 · owns 25% to 50%
- Z••••••••• D•••••• R••••• · Senior Portfolio Manager, Director, Vice President, Treasurer, Clerkcontrolsince 11/2020 · owns 25% to 50%
- B•••••• W•••• R•••••• · Trusteecontrolsince 01/2017 · owns 75% or more of T•• W••• R• B••••• R•••••••• T••••
Entity owners
- T•• W••• R• B••••• R•••••••• T•••• · Shareholderdirect · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Portsmouth, Nh · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- very high RAUM per advisorStatic outlier · filing May 14, 2026RAUM per registered advisor of $160,307,258 against a peer median of $55,731,856 (3254 comparable advisers, 100.0th percentile, 3.6 robust deviations)peers: independent wealth managers, $100M to $500M (3,254) · 100% percentile
What changed
consecutive filings, newest first
- Accounts · 403 to 395Jun 9, 2025 to Mar 24, 2026
- HNW clients · 101 to 99Jun 9, 2025 to Mar 24, 2026
- Individual clients · 53 to 45Jun 9, 2025 to Mar 24, 2026
- Assets in custody · $29.8M to $34.7MJun 9, 2025 to Mar 24, 2026
- Discretionary RAUM · $444M to $481MJun 9, 2025 to Mar 24, 2026
- HNW RAUM · $418M to $457MJun 9, 2025 to Mar 24, 2026
- Individual RAUM · $22.0M to $19.8MJun 9, 2025 to Mar 24, 2026
- Pension RAUM · $3.8M to $4.6MJun 9, 2025 to Mar 24, 2026
- RAUM · $444M to $481MJun 9, 2025 to Mar 24, 2026
- Financial planning clients · 101-250 to 101-250Mar 27, 2025 to Jun 9, 2025
- Accounts · 408 to 403Feb 20, 2025 to Mar 27, 2025
- HNW clients · 84 to 101Feb 20, 2025 to Mar 27, 2025
- Individual clients · 64 to 53Feb 20, 2025 to Mar 27, 2025
- Assets in custody · $39.5M to $29.8MFeb 20, 2025 to Mar 27, 2025
- Discretionary RAUM · $402M to $444MFeb 20, 2025 to Mar 27, 2025
- HNW RAUM · $372M to $418MFeb 20, 2025 to Mar 27, 2025
- Individual RAUM · $24.4M to $22.0MFeb 20, 2025 to Mar 27, 2025
- Non-discretionary RAUM · $652,813 to $0Feb 20, 2025 to Mar 27, 2025
- Pension RAUM · $6.0M to $3.8MFeb 20, 2025 to Mar 27, 2025
- RAUM · $403M to $444MFeb 20, 2025 to Mar 27, 2025
- Accounts · 412 to 408Mar 30, 2023 to Mar 27, 2024
- HNW clients · 81 to 84Mar 30, 2023 to Mar 27, 2024
- Individual clients · 63 to 64Mar 30, 2023 to Mar 27, 2024
- Assets in custody · $34.8M to $39.5MMar 30, 2023 to Mar 27, 2024
- Discretionary RAUM · $357M to $402MMar 30, 2023 to Mar 27, 2024
- HNW RAUM · $334M to $372MMar 30, 2023 to Mar 27, 2024
- Individual RAUM · $20.4M to $24.4MMar 30, 2023 to Mar 27, 2024
- Non-discretionary RAUM · $3.1M to $652,813Mar 30, 2023 to Mar 27, 2024
- Pension RAUM · $5.1M to $6.0MMar 30, 2023 to Mar 27, 2024
- RAUM · $360M to $403MMar 30, 2023 to Mar 27, 2024
- Accounts · 411 to 412Jun 13, 2022 to Mar 30, 2023
- HNW clients · 86 to 81Jun 13, 2022 to Mar 30, 2023
- Individual clients · 51 to 63Jun 13, 2022 to Mar 30, 2023
- Assets in custody · $132M to $34.8MJun 13, 2022 to Mar 30, 2023
- Discretionary RAUM · $383M to $357MJun 13, 2022 to Mar 30, 2023
- HNW RAUM · $358M to $334MJun 13, 2022 to Mar 30, 2023
- Individual RAUM · $23.5M to $20.4MJun 13, 2022 to Mar 30, 2023
- Non-discretionary RAUM · $8.4M to $3.1MJun 13, 2022 to Mar 30, 2023
- Pension RAUM · $9.9M to $5.1MJun 13, 2022 to Mar 30, 2023
- RAUM · $392M to $360MJun 13, 2022 to Mar 30, 2023
Signals
2 dated events
- H••••• A••••••• C••••••••• reported RAUM $391.7M, up 49% from $263.8M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Robert Daniel Zibinskas (Senior Portfolio Manager) appeared on Schedule A of H••••• A••••••• C•••••••••Dec 15, 2020 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- i•••@h•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 603-431-5740reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- H•••••ADVISORY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 603-431-5740reportedpublic record, Form ADV, May 14, 2026
- Team page
- h•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $160Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026