NVEST FINANCIAL, LLC

CRD 128868File 801-123374

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Mar 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$688.3M

Above cohort median (national)

Discretionary AUM

$688.3M

Clients

809

2,066 accounts

Employees

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
Website: https://www.facebook.com/NvestFinancialGroup/

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, 5G

Compensation

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
Aug 12, 2026	Registration	—	APPROVED

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.