The Harbor Group, Inc.

RIASEC Registered

Total AUM

$2B

Discretionary

$1.9B

97% of AUM

Avg account

$535K

Accounts

3,734

Employees

Advisory reps

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. The firm serves primarily individual and family clients and describes itself as a capital allocator that combines discretionary portfolio management and financial planning with advisor selection services. Its advisory model includes direct portfolio management for individuals and small businesses, financial planning, and the selection of third-party managers when appropriate. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees, reflecting a hybrid relationship model for ongoing wealth management and project work. The firm flags itself as an active ESG investor and incorporates environmental, social, and governance considerations into its investment activities. It also maintains industry relationships with accounting professionals and was recognized by Citywire in 2025 as part of the "50 Growers Across America" list.