NVEST FINANCIAL, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $379,824,260 in assets under management and provides investment advisory services for 989 clients. There are currently 12 financial advisors at the firm.
General Information |
| Firm CRD#: | 128868 | |
| SEC#: | 801-123374 | |
| Assets under Management: | $379,824,260 | |
| No. of Clients: | 989 | |
| No. of Advisors: | 12 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| INDEPENDENCE FINANCIAL ADVISORS, LLC | 156305 | 801-81025 | 2732 | 11 | $432,940,469 |
| ARCADIA WEALTH MANAGEMENT, LLC | 284925 | 801-121212 | 2615 | 22 | $380,224,278 |
| ESSENTIAL PLANNING, LLC | 106651 | 801-51363 | 1676 | 9 | $378,634,000 |
| AFFINITY INVESTMENT GROUP, LLC | 117191 | 801-61181 | 1503 | 8 | $444,910,598 |
| MASCOMA WEALTH MANAGEMENT | 174907 | 801-80982 | 1432 | 9 | $435,321,103 |
| SUMMIT WEALTH GROUP LLC | 282205 | 801-107026 | 1401 | 11 | $656,268,782 |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC | 170442 | 801-80056 | 1313 | 12 | $408,117,485 |
| MILESTONE FINANCIAL PLANNING, LLC | 283439 | 801-107645 | 1035 | 20 | $486,717,369 |
| NVEST FINANCIAL, LLC | 128868 | 801-123374 | 989 | 12 | $379,824,260 |
| CARLSON INVESTMENTS | 105729 | 801-34606 | 869 | 14 | $634,897,677 |
| CLARK ASSET MANAGEMENT, LLC | 284480 | 801-120465 | 633 | 8 | $457,305,856 |
| WHITEGATE INVESTMENT COUNSELORS, INC. | 107732 | 801-40719 | 490 | 5 | $674,035,765 |
| HARBOR ADVISORY CORPORATION | 105151 | 801-8915 | 408 | 3 | $402,797,488 |
| BROPHY WEALTH MANAGEMENT, LLC | 169894 | 801-78964 | 119 | 8 | $407,347,805 |
| ALTERNA CAPITAL PARTNERS LLC | 156954 | 801-73288 | 4 | 10 | $584,492,702 |