THE HARBOR GROUP, INC.

RIASEC RegisteredEst. 1984
Total AUM
$2B
Discretionary
$1.9B
97% of AUM
Avg account
$535K
Accounts
3,734
Employees
22
Advisory reps
9

Firm details

Headquarters
BEDFORD, New Hampshire
CRD number
105637
Registered since
December 14, 1984
Website
harborgroup.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.96%
  • Individuals9.42%
  • Pension & Profit Sharing Plans0.4%
  • Charitable Organizations0.22%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Harbor Group, Inc. is an independent registered investment adviser that has been SEC-registered since 1984 and operates as a corporation serving primarily individual and family clients. The firm functions as a capital allocator and provides fee-based planning and portfolio management, along with selection of outside advisers. Its billing mixes AUM-based fees with hourly and fixed-fee engagements. The Harbor Group reports being an active ESG investor and lists accounting firms among its industry affiliations. The firm was named to Citywire’s "50 Growers Across America" in 2025.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 3%, Cash & Cash Equivalents 3%, Other 2%, Private Funds 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities3%
  • Cash & Cash Equivalents3%
  • Other2%
  • Private Funds1%

Owners & executives

3 of 3

  • CHRISTOPHER MACBEAN

    Chief Planning OfficerCRD 5952398

  • TIMOTHY RILEY

    CEOCRD 1012436

  • RYAN CALLAGHAN

    Partner, Chief Investment OfficerCRD 6106822

Contacts

3 of 6

  • CAMERON MURPHY

    Financial PlannerCRD 5843576

  • PETER LEE

    Director of Tax PlanningCRD 3254386

  • JOSHUA MASSA

    Financial PlannerCRD 7948813

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 83

Active vs passive

$735M in ETFs

Passive

55%

$403M

Active

42%

$332M

ETFProviderStyleCategoryValueShares% of portfolio
JPMORGAN CORE PLUS BOND ETF (JCPB)JP MorganActiveIntermediate Core Plus Bond$50.4M1,071,4386.87%
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Location

Primary office

BEDFORD, NH

HILLSBOROUGH

Location

BEDFORD, NH

Headquartered in BEDFORD, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
HILLSBOROUGH
Address
331 S River Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth