Wealth manager, independent · Manchester, NH
Eldridge Investment Advisors Inc
SEC-registered investment adviser · CRD 106380 · SEC 801-42161
At a glance
Eldridge Investment Advisors Inc is an SEC-registered investment adviser based in Manchester, New Hampshire, with $814 million in regulatory assets under management as of its Form ADV filed May 18, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 659 individual clients. By Form ADV it is a wealth manager, ranked 1,874th of 8,915 wealth managers and 6,030th of 17,210 SEC-registered advisers by assets.
Main office 603-625-8559eldridgeco.comAs filed on Form ADV
- Regulatory AUM
- $814M
- Rank among wealth managers
- #1,874 of 8,915
- Rank among all SEC RIAs
- #6,030 of 17,210
- Rank in New Hampshire
- #11 of 78
- Individual clients
- 659
- High-net-worth clients
- 329
- Accounts
- 997
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Susan B. EldridgePresident & Chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Eldridge Investment Advisors Inc is a hybrid RIA: 7 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed May 2026) names LPL Financial as the broker-dealer its advisers are registered with.
ale of Securities Certain IARs of EIA may also be registered as Registered Representatives of LPL Financial, a FINRA-registered broker- dealer, which allows them to perform brokerage services for Clients by executing security transactions.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 329 | $517M | 63% |
| Pension and profit sharing plans | 20 | $179M | 22% |
| Individuals | 330 | $96M | 12% |
| Charitable organizations | 5 | $18M | 2% |
| Corporations or other businesses | 3 | $4M | <1% |
Disciplinary disclosures
Eldridge Investment Advisors Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗eldridgeco.com ↗
AtlasMembers
The full record on Eldridge Investment Advisors Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 4,078 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Eldridge Investment Advisors Inc manage?
Eldridge Investment Advisors Inc reports $814 million in regulatory assets under management across 997 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 18, 2026.
What kind of firm is Eldridge Investment Advisors Inc?
Eldridge Investment Advisors Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Eldridge Investment Advisors Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($517 million, 329 clients); pension and profit sharing plans ($179 million, 20 clients); individuals ($96 million, 330 clients).
Does Eldridge Investment Advisors Inc have any disciplinary history?
Eldridge Investment Advisors Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Eldridge Investment Advisors Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-18), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →