Wealth Manager
    SEC Registered
    Manages Private Funds

    Nvest Financial, LLC

    Registered investment advisor · Portsmouth, New Hampshire · CRD #128868

    Assets Under Management
    $688M
    Client Accounts
    2,066
    Employees
    16
    CRD Number
    128868
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Nvest Financial, LLC

    Nvest Financial, LLC is an investment advisory firm providing services nationally. It maintains all necessary registrations, filings, and licenses. The firm focuses on investment advisory and related services.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Nvest Financial, LLC

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    Frequently Asked Questions

    What is Nvest Financial, LLC's AUM?

    Nvest Financial, LLC reports approximately $688M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Nvest Financial, LLC headquartered?

    Nvest Financial, LLC is headquartered in Portsmouth, New Hampshire.

    What is Nvest Financial, LLC's CRD number?

    Nvest Financial, LLC's CRD number is 128868. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Nvest Financial, LLC manage?

    Nvest Financial, LLC manages approximately 2,066 client accounts according to its latest SEC filing.

    Is Nvest Financial, LLC SEC registered?

    Yes, Nvest Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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