DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

The Harbor Group, Inc.

Independent wealth managerBedford, New HampshireCRD 105637SEC 801-22924website IAPD

Latest filing Sep 3, 2026

First filing on the tape Mar 28, 2012 · 35 filings

SEC status approved since Dec 14, 1984

RAUM

$2.0B

reported, Item 5.F

Discretionary

97%

of RAUM

Private clients

99%

$2.0B individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$222M

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

35 filings and snapshots on the tape

RAUM$2.0B as of May 4, 2026

Mar 28, 2012$791M then

HNW client RAUM$1.8B as of May 4, 2026

Mar 26, 2018$854M then

State-registered IARs (5.B.3)9 as of May 4, 2026

Mar 28, 20120 then

Employees (5.A)22 as of May 4, 2026

Mar 18, 201310 then

Private funds: no history

RAUM +15% over the last fiscal year+15% a year over threeIARs 9 to 9

Practice profile

derived from the filing of Sep 3, 2026; every figure names its basis

RAUM per advisor: $222MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 78derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $3.9MderivedHNW RAUM over HNW clients
Average account: $534,638derivedRAUM over accounts (5.F.2.f)
Discretionary: 97%derivedof RAUM
Institutional: 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.4derivedItem 5.A over advisors
Advisors per office: 9.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +15%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: +0.7%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
Custody: $122M, 196 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$1.8B90%
Individuals$188M9.4%
Pension and profit-sharing plans$7.9M0.4%
Charitable organizations$4.4M0.2%

Individual clients: 244reported
HNW clients: 456reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 3,734reported
Financial planning clients: 251-500reported
Wrap fee programs: noreported
Custody of client assets: $122M for 196 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

9 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Timothy Michael RileyCertified Financial Planner, Chartered Financial Consultant	Bedford, Nh	Dec 2, 1994	45 y	0
Ryan Joseph CallaghanCertified Financial Planner, Chartered Financial Analyst	Bedford, Nh	Aug 14, 2012	14 y	0
Christopher Robert MacbeanCertified Financial Planner	Bedford, Nh	Oct 2, 2014	15 y	2
Christopher BarnesCertified Financial Planner	Bedford, Nh	Jan 21, 2021	11 y	0
Michael P. DoyleCertified Financial Planner	Bedford, Nh	Apr 5, 2022	26 y	2
Adam John BergeronCertified Financial Planner	Bedford, Nh	Apr 26, 2022	11 y	1
Peter Ka LeeCertified Financial Planner	Bedford, Nh	Nov 30, 2022	27 y	0
Cameron Larange MurphyCertified Financial Planner	Bedford, Nh	Mar 13, 2024	15 y	2
Joshua MassaCertified Financial Planner	Bedford, Nh	Jul 11, 2024	10 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

Maria Louise Callaghan to Northwest Asset Management
Sep 1, 2021 · RIA to RIA
Inna Rivilis to Fidelity Personal And Workplace Advisors
Nov 20, 2015 · Other
Mark Andrew Witaschek to Mclean Asset Management Corp.
Oct 27, 2009 · Other
Robert Richard Cordeau to Mclean Asset Management Corp.
Oct 26, 2009 · Other
William Acker Simpson to Azimuth Financial Planning, LLC
Dec 17, 2007 · Other

Joined, latest

Adam John Bergeron from Cornerstone Financial Planning, LLC
Apr 26, 2022 · RIA to RIA
Michael P. Doyle from Fidelity Personal And Workplace Advisors
Apr 5, 2022 · Affiliated broker-dealer or bank to independent RIA
Maria Louise Callaghan from Creative Planning Institutional Advisors, LLC
Feb 6, 2019 · Other
Cameron Larange Murphy from Eaton Vance Management
May 11, 2016 · Other
Christopher Robert Macbean from Colman Knight Advisory Group, LLC
Oct 2, 2014 · Other
Inna Rivilis from Calibre Advisory Services Inc.
Jul 10, 2012 · Other
Robert Richard Cordeau from Focus Capital Wealth Management, Inc.
May 2, 2006 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Joseph Ryan Callaghan · Chief Investment Officercontrol
since 12/2021 · owns less than 5%
Robert Christopher Macbean · Chief Compliance Officer Officercontrol
since 12/2021 · owns less than 5%
Michael Timothy Riley · President / Chief Executive Officercontrol
since 12/2021 · owns less than 5%
Joseph Ryan Callaghan · Trusteecontrol
since 03/2022 · owns F of Ryan J Callaghan Revocable Trust Of 2022
Robert Christopher Macbean · Trusteecontrol
since 05/2022 · owns F of Christopher R Macbean Revocable Trust Of 2022
Michael Timothy Riley · Trusteecontrol
since 12/1998 · owns F of Timothy M Riley Revocable Trust Of 1998

Entity owners

Christopher R Macbean Revocable Trust Of 2022 · Shareholder
direct · owns 25% to 50%
Ryan J Callaghan Revocable Trust Of 2022 · Shareholder
direct · owns 25% to 50%
Timothy M Riley Revocable Trust Of 1998 · Shareholder
direct · owns 50% to 75%

Related persons

Schedule D 7.A

Peter Lee
insurancey

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Bedford, Nh · principal	9	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Financial planning clients · 251-500 to 251-500
May 4, 2026 to Sep 3, 2026
Succession · false to unset
May 4, 2026 to Sep 3, 2026
Accounts · 3,608 to 3,734
Mar 7, 2025 to Mar 26, 2026
HNW clients · 436 to 456
Mar 7, 2025 to Mar 26, 2026
Individual clients · 259 to 244
Mar 7, 2025 to Mar 26, 2026
Assets in custody · $124M to $122M
Mar 7, 2025 to Mar 26, 2026
Discretionary RAUM · $1.7B to $1.9B
Mar 7, 2025 to Mar 26, 2026
HNW RAUM · $1.5B to $1.8B
Mar 7, 2025 to Mar 26, 2026
Individual RAUM · $184M to $188M
Mar 7, 2025 to Mar 26, 2026
Non-discretionary RAUM · $48.4M to $53.6M
Mar 7, 2025 to Mar 26, 2026
Pension RAUM · $7.1M to $7.9M
Mar 7, 2025 to Mar 26, 2026
RAUM · $1.7B to $2.0B
Mar 7, 2025 to Mar 26, 2026
Financial planning clients · 251-500 to 251-500
Mar 4, 2025 to Mar 7, 2025
Accounts · 3,450 to 3,608
May 22, 2024 to Mar 4, 2025
Advisory employees · 7 to 9
May 22, 2024 to Mar 4, 2025
HNW clients · 416 to 436
May 22, 2024 to Mar 4, 2025
Individual clients · 257 to 259
May 22, 2024 to Mar 4, 2025
Assets in custody · $108M to $124M
May 22, 2024 to Mar 4, 2025
Employees · 20 to 22
May 22, 2024 to Mar 4, 2025
State-registered IARs · 7 to 9
May 22, 2024 to Mar 4, 2025
Discretionary RAUM · $1.5B to $1.7B
May 22, 2024 to Mar 4, 2025
HNW RAUM · $1.4B to $1.5B
May 22, 2024 to Mar 4, 2025
Individual RAUM · $164M to $184M
May 22, 2024 to Mar 4, 2025
Non-discretionary RAUM · $45.7M to $48.4M
May 22, 2024 to Mar 4, 2025
Pension RAUM · $6.4M to $7.1M
May 22, 2024 to Mar 4, 2025
RAUM · $1.5B to $1.7B
May 22, 2024 to Mar 4, 2025
Accounts · 3,307 to 3,450
Mar 8, 2023 to Mar 6, 2024
Advisory employees · 8 to 7
Mar 8, 2023 to Mar 6, 2024
HNW clients · 253 to 416
Mar 8, 2023 to Mar 6, 2024
Individual clients · 395 to 257
Mar 8, 2023 to Mar 6, 2024
Assets in custody · $96.6M to $108M
Mar 8, 2023 to Mar 6, 2024
Employees · 18 to 20
Mar 8, 2023 to Mar 6, 2024
State-registered IARs · 8 to 7
Mar 8, 2023 to Mar 6, 2024
Discretionary RAUM · $1.3B to $1.5B
Mar 8, 2023 to Mar 6, 2024
HNW RAUM · $134M to $1.4B
Mar 8, 2023 to Mar 6, 2024
Individual RAUM · $1.2B to $164M
Mar 8, 2023 to Mar 6, 2024
Non-discretionary RAUM · $42.1M to $45.7M
Mar 8, 2023 to Mar 6, 2024
Pension RAUM · $4.5M to $6.4M
Mar 8, 2023 to Mar 6, 2024
RAUM · $1.3B to $1.5B
Mar 8, 2023 to Mar 6, 2024
Related insurance company · false to true
Mar 8, 2023 to Mar 6, 2024

Signals

3 dated events

Robert Christopher Macbean (Chief Planning Officer) appeared on Schedule A of The Harbor Group, Inc.
Jan 28, 2022 · Control person joined · fact
Joseph Ryan Callaghan (Chief Investment Officer) appeared on Schedule A of The Harbor Group, Inc.
Jan 28, 2022 · Control person joined · fact
Andrew Marc Hebert (President) no longer on Schedule A of The Harbor Group, Inc. (listed 2021-10-04, absent 2022-01-28)
Jan 28, 2022 · Control person left · inference

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: asilva@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: ayinquez@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: cdespres@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: chouse@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: dbennett@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: nrairdon@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: scarrigan@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: speverly@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: sriley@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: srocheleau@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026
Business email: tremillard@harborgroup.comreportedpublished by the firm, firm site, Sep 17, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $222Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026