Nvest Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 24, 2026, reports $688M in regulatory assets under management, 16 employees, 3 offices, and 2,066 accounts.
Assets Under Management
$688M
Employees
16
Offices
3 offices
Total Clients
809
Primary office
PORTSMOUTH, NH
TWO INTERNATIONAL DRIVE, SUITE 110, PORTSMOUTH, NH, United States
Top client segmentIndividuals represent 75.0% of total clients.
Top client categories% of clientsClients
1
Individuals
75.0%
607
2
HNWI
23.7%
192
3
Charitable
1.1%
9
4
Corporations
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$688Mas of March 24, 2026
Discretionary100.0%
$688M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$688M
Total Accounts2,066
10Y AUM Change+$414M (+150.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee51:1
10Y Employee Change+6 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.