Nvest Financial, LLC
Nvest Financial, LLC is an SEC-registered mass-market adviser in Portsmouth, NH with $688.3M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Nvest Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 128868, SEC 801-123374, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $688.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Portsmouth, NH
- Employees
- 16
- Clients
- 809
- CRD
- 128868
- Ownership
- RAFTOPOULOS, NICHOLE, DEMETRIA; RAFTOPOULOS, GEORGE, NMN; RAFTOPOULOS, GEORGE
How much AUM does Nvest Financial, LLC have?
Nvest Financial, LLC reported $688.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Nvest Financial, LLC?
Disclosed owners and executives of Nvest Financial, LLC include RAFTOPOULOS, NICHOLE, DEMETRIA, RAFTOPOULOS, GEORGE, NMN, RAFTOPOULOS, GEORGE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.