Eldridge Investment Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$613,212,673
Clients
659
Advisors
8
of 8 employees
About
Eldridge Investment Advisors provides personalized investment advisory and financial planning services to individuals, retirement and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. The firm delivers ongoing portfolio management tailored to each client’s goals and offers written financial planning and client portal access to investment‑management clients at no additional charge.
EIA offers both discretionary and non‑discretionary account arrangements, and may engage sub‑advisors or refer clients to third‑party managers and TPM platforms; its investment work draws on fundamental, technical, quantitative methods and modern portfolio theory with strategies set to clients’ stated objectives and risk tolerances. Accounts are generally reviewed at least quarterly, and the firm documents client goals and permits client‑imposed investment restrictions where practicable.
Noteworthy for a firm of its size, EIA has an affiliated pension administration business and provides retirement‑plan services including acting as an ERISA 3(38) investment manager, an affiliation that is uncommon among peers. The firm also previously sponsored a wrap fee program but discontinued it in October 2025, and it maintains an operational relationship with LPL for custody and platform services, including transition‑assistance arrangements for certain associates.
Client services
Expertise
Occupation focus
Fee options
Annual flat fees and one-time flat fees for retirement plan investment management services; negotiated per plan.
up to 1.00% annually (fees negotiable based on account size and other factors)
Hourly rates for retirement plan investment management services; specific rates negotiated per plan.
Account minimum: $25,000 Fee-only: Investment Management advisory fees up to 1.00% annually, negotiable; fees charged quarterly in advance based on quarter-end account value.
Main office
686 Chestnut St
Manchester NH 03104
Advisors at this office
8
Most active in
California · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · South Carolina · Texas · Vermont · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
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