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NVEST FINANCIAL, LLC
CRD 128868File 801-123374
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$688.3M
Above cohort median (national)
Discretionary AUM
$688.3M
Clients
809
2,066 accounts
Employees
16
Top 25% of cohort in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 4, 2022
- Principal office
- TWO INTERNATIONAL DRIVE, SUITE 110, PORTSMOUTH, NH, 03801
- Phone
- 207-985-8585
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $688.3M
- Discretionary AUM
- $688.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,066
- Non-discretionary accounts
- 0
- Total accounts
- 2,066
- AUM per client
- $851K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $4.1M |
| Charitable organizations | 9 | $12.2M |
| High net worth individuals | 192 | $467.7M |
| Pension and profit sharing plans | Fewer than 5 | $487K |
| Individuals (other than high net worth individuals) | 607 | $203.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2026 | Clients | 622 | 809 | increased by187 |
| Apr 1, 2026 | AUM | $523,359,300 | $688,288,833 | increased by$164,929,533 |
| Apr 1, 2026 | Accounts | 1,244 | 2,066 | increased by822 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 13 | 15 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 13 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 678 | 622 | decreased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $274,411,301 | $523,359,300 | increased by$248,947,999 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,104 | 1,244 | increased by140 |
| Apr 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NVEST FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NVEST FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.