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Eldridge Investment Advisors Inc.

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Annual flat fees and one-time flat fees for retirement plan investment management services; negotiated per plan.

Percentage

up to 1.00% annually (fees negotiable based on account size and other factors)

Project-based

Hourly rates for retirement plan investment management services; specific rates negotiated per plan.

Other

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

Advisors at this firm

user avatar

Justin E

Series 66

Manchester, NH

Eldridge Investment Advisors Inc.

Justin Eldridge is a financial advisor at Eldridge Investment Advisors Inc. in Manchester, NH, with nine years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Stephen Eldridge & Company. 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 employs a range of investment strategies aligned with client objectives and risk tolerances and offers both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Craig G

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Craig Garner is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Eldridge Investment Advisors and LPL Financial since 2010 and has been involved with Stephen Eldridge & Company, Inc. since 1990. Outside of his advisory role, he performs and arranges music for a brass quintet and has written training material for the American Retirement Association. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances, employing various analysis methods and offering retirement plan services including ERISA 3(38) fiduciary arrangements.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Stephen M

CFA®, Series 63

Manchester, NH

Eldridge Investment Advisors Inc.

Stephen Murray is a CFA® charterholder with 17 years of industry experience, currently serving at Eldridge Investment Advisors Inc. in Manchester, NH, where he has worked since 2016. He holds the Series 63 license and is part of an eight-advisor team. Eldridge Investment Advisors provides personalized investment advisory and financial planning services to a diverse client base, including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a range of investment methods tailored to client objectives and risk tolerances, and it offers both discretionary and non-discretionary account management.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Eric P

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Eric Putney is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Eldridge Investment Advisors, Stephen Eldridge & Company, and LPL Financial since 2002. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory financial products.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Stephen E

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Stephen Eldridge is a financial advisor with LPL Financial in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 53 years of industry experience. He has been associated with LPL Financial and Eldridge Investment Advisors, Inc. since 1992 and has operated Stephen Eldridge & Co. since 1977. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Sean R

Series 63, Series 66

Manchester, NH

Eldridge Investment Advisors Inc.

Sean Riley is a financial advisor with LPL Financial in Manchester, NH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked with Eldridge Investment Advisors and Stephen Eldridge & Co. since 2007, where he is involved in pension administration through a third-party administrator role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by in-house research and a large network of investment adviser representatives.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Susan E

Series 63, Series 65

Manchester, NH

Eldridge Investment Advisors Inc.

Susan Eldridge is a financial advisor with Eldridge Investment Advisors Inc. in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at LPL Financial, LLC and Stephen Eldridge & Co. since the early 1990s. Outside of her advisory roles, she is involved in an insurance agency affiliated with Stephen Eldridge & Co. Eldridge Investment Advisors, Inc. serves individuals, retirement plans, trusts, estates, charitable organizations, and corporations, managing approximately $791 million in discretionary assets. The firm customizes portfolios based on clients’ goals, time horizons, and risk tolerances using multiple analysis methods, and offers retirement plan services including fiduciary 3(38) management and plan monitoring.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar

Kevin W

Series 63, Series 66

Manchester, NH

Eldridge Investment Advisors Inc.

Kevin Whitmore is a financial advisor at Eldridge Investment Advisors Inc. with 48 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eldridge Investment Advisors, Linsco/Private Ledger, and Stephen Eldridge and Co. since 2005. Eldridge Investment Advisors, Inc. provides discretionary and non-discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $791 million in discretionary assets with an eight-advisor team and customizes portfolios based on clients’ goals, time horizons, and risk tolerances using various analytical approaches.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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