{
  "crd_number": 128868,
  "slug": "nvest-financial-llc-portsmouth-nh-128868",
  "primary_business_name": "NVEST FINANCIAL, LLC",
  "legal_name": "NVEST FINANCIAL, LLC",
  "dbas": [],
  "city": "Portsmouth",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-03-04",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-08-24",
  "carried_forward": false,
  "raum_total": 688288833.0,
  "raum_discretionary": 688288833.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 12227922.0,
      "count": 9
    },
    "individuals": {
      "raum": 203847086.0,
      "count": 607
    },
    "pension_profit_sharing": {
      "raum": 487217.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 467663298.0,
      "count": 192
    },
    "corporations_other_businesses": {
      "raum": 4063310.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "LA",
    "MA",
    "ME",
    "NC",
    "NH",
    "NY",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/NvestFinancialGroup",
    "https://instagram.com/nvestfinancial",
    "https://linkedin.com/company/nvestfg",
    "https://nvestfinancial.com",
    "https://planwithnvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128868",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "PORTSMOUTH",
  "url": "https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868",
  "display_name": "Nvest Financial, LLC",
  "summary": "Nvest Financial, LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.",
  "citation": "AdvisorCensus. Nvest Financial, LLC (CRD 128868): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Nvest Financial, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Nvest Financial, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Nvest Financial, LLC located?",
      "a": "Nvest Financial, LLC's principal office is in Portsmouth, NH, according to its Form ADV; the September 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Nvest Financial, LLC registered with the SEC or a state?",
      "a": "Nvest Financial, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 128868."
    },
    {
      "q": "How much does Nvest Financial, LLC manage?",
      "a": "Nvest Financial, LLC reports $688,288,833 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary)."
    },
    {
      "q": "How have Nvest Financial, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Nvest Financial, LLC: Regulatory assets under management: $274,411,301 in the October 2022 data and $688,288,833 in the October 2026 data, up 151%. Total employees: 10 in October 2022 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Nvest Financial, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (607); high net worth individuals (192); charitable organizations (9)."
    },
    {
      "q": "Which custodians does Nvest Financial, LLC use?",
      "a": "Nvest Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Nvest Financial, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128868"
    },
    {
      "q": "Does Nvest Financial, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 24, 2026 says: \"Nvest generally does not impose a minimum relationship size. Nvest generally requires a minimum relationship size of $500,000 to effectively implement its investment process.\""
    },
    {
      "q": "What changed in Nvest Financial, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Changed its office addresses in Portland, ME."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 274411301.0,
      "total_employees": 10,
      "filing_date": "2022-02-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 268387510.0,
      "total_employees": 12,
      "filing_date": "2023-07-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 379824260.0,
      "total_employees": 12,
      "filing_date": "2024-03-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 523359300.0,
      "total_employees": 15,
      "filing_date": "2025-07-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 688288833.0,
      "total_employees": 16,
      "filing_date": "2026-08-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Changed its office addresses in Portland, ME."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $523,359,300 to $688,288,833 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 24, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Nvest generally does not impose a minimum relationship size. Nvest generally requires a minimum relationship size of $500,000 to effectively implement its investment process."
        ]
      }
    ],
    "quotes": [
      "Nvest generally does not impose a minimum relationship size. Nvest generally requires a minimum relationship size of $500,000 to effectively implement its investment process."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/nvest-financial-llc-portsmouth-nh-128868.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 607,
      "fewer_than_5": false,
      "raum": 203847086.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 192,
      "fewer_than_5": false,
      "raum": 467663298.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 487217.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 9,
      "fewer_than_5": false,
      "raum": 12227922.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4063310.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128868",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}