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
Eldridge Investment Advisors Inc
Latest filing May 18, 2026
First filing on the tape Mar 7, 2012 · 27 filings
SEC status approved since Aug 19, 1992
RAUM
$814M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
75%
$613M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$102M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$814M as of May 18, 2026
Mar 7, 2012$200M then
HNW client RAUM$517M as of May 18, 2026
Mar 29, 2018$204M then
State-registered IARs (5.B.3)8 as of May 18, 2026
Mar 4, 201310 then
Employees (5.A)8 as of May 18, 2026
Mar 4, 201310 then
Private funds: no history
RAUM +3.0% over the last fiscal year+12% a year over threeIARs 8 to 8
Practice profile
derived from the filing of May 18, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $102MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 82derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $816,787derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 24%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 4.0derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.9%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Custody
- $402M, 346 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
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$517M63%
- Pension and profit-sharing plans$179M22%
- Individuals$96.3M12%
- Charitable organizations$17.9M2.2%
- Corporations and businesses$4.1M0.5%
- Individual clients
- 330reported
- HNW clients
- 329reported
- Pension plan clients
- 20reported
- Charitable clients
- 5reported
- Accounts
- 997reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $402M for 346 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.75 fund_share=0.0 institutional_share=0.24 related_bd=false related_bank=false bd_reps=7.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Susan Brooks Eldridge | Manchester, Nh | Jan 1, 1993 | 42 y | 0 |
| Stephen Frank Eldridge | Manchester, Nh | Jan 27, 1993 | 49 y | 0 |
| Eric John Putney | Manchester, Nh | May 24, 2002 | 25 y | 0 |
| Kevin David Whitmore | Manchester, Nh | Nov 8, 2005 | 44 y | 0 |
| Sean Patrick Riley | Manchester, Nh | Apr 5, 2007 | 28 y | 1 |
| Craig Alan Garner | Manchester, Nh | Oct 12, 2010 | 36 y | 0 |
| Stephen Robert MurrayChartered Financial Analyst | Manchester, Nh | Mar 3, 2016 | 27 y | 1 |
| Justin Brooks Eldridge | Manchester, Nh | Jan 10, 2019 | 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
- Justin Alexander Londergan to Wells Fargo AdvisorsApr 5, 2017 · Other
- Robert Gordon Ellis to Amherst Financial Group, LLCDec 31, 2015 · Other
- Scott Lee Dudley to LPL Financial LLCOct 1, 2012 · Other
- Edward Hickey to LPL Financial LLCOct 1, 2012 · Other
Joined, latest
- Stephen Robert Murray from Harvest Capital Management IncMar 3, 2016 · Other
- Justin Alexander Londergan from LPL Financial LLCJun 21, 2013 · Other
- Robert Gordon Ellis from MML Investors Services, LLCMay 17, 2012 · Other
- Sean Patrick Riley from Commonwealth Financial NetworkApr 5, 2007 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Brooks Susan Eldridge · President & Chief Compliance Officercontrolsince 06/1992 · owns 75% or more
Related persons
Schedule D 7.A
- Stephen Eldridge & CompanyLP sponsorreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Manchester, Nh · principal | 8 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 2 employees
What changed
consecutive filings, newest first
- Accounts · 969 to 997Oct 22, 2025 to Mar 26, 2026
- Charity clients · 6 to 5Oct 22, 2025 to Mar 26, 2026
- HNW clients · 304 to 329Oct 22, 2025 to Mar 26, 2026
- Individual clients · 343 to 330Oct 22, 2025 to Mar 26, 2026
- Pension plan clients · 25 to 20Oct 22, 2025 to Mar 26, 2026
- Assets in custody · $255M to $402MOct 22, 2025 to Mar 26, 2026
- Discretionary RAUM · $791M to $814MOct 22, 2025 to Mar 26, 2026
- HNW RAUM · $439M to $517MOct 22, 2025 to Mar 26, 2026
- Individual RAUM · $95.0M to $96.3MOct 22, 2025 to Mar 26, 2026
- Pension RAUM · $161M to $179MOct 22, 2025 to Mar 26, 2026
- RAUM · $791M to $814MOct 22, 2025 to Mar 26, 2026
- Wrap assets (manager) · 0.0 to unsetOct 22, 2025 to Mar 26, 2026
- Wrap assets (sponsor) · 0.0 to unsetOct 22, 2025 to Mar 26, 2026
- Accounts · 946 to 969Dec 20, 2024 to Apr 17, 2025
- Advisory activities · 1 to 5Dec 20, 2024 to Apr 17, 2025
- Charity clients · 7 to 6Dec 20, 2024 to Apr 17, 2025
- HNW clients · 284 to 304Dec 20, 2024 to Apr 17, 2025
- Individual clients · 337 to 343Dec 20, 2024 to Apr 17, 2025
- Pension plan clients · 27 to 25Dec 20, 2024 to Apr 17, 2025
- Assets in custody · $293M to $255MDec 20, 2024 to Apr 17, 2025
- Financial planning clients · 0 to More than 500Dec 20, 2024 to Apr 17, 2025
- Discretionary RAUM · $735M to $791MDec 20, 2024 to Apr 17, 2025
- HNW RAUM · $408M to $439MDec 20, 2024 to Apr 17, 2025
- Individual RAUM · $87.0M to $95.0MDec 20, 2024 to Apr 17, 2025
- Pension RAUM · $148M to $161MDec 20, 2024 to Apr 17, 2025
- RAUM · $735M to $791MDec 20, 2024 to Apr 17, 2025
- Wrap assets (manager) · unset to 0.0Dec 20, 2024 to Apr 17, 2025
- Wrap assets (sponsor) · unset to 0.0Dec 20, 2024 to Apr 17, 2025
- Accounts · 910 to 946Mar 29, 2023 to Mar 27, 2024
- Charity clients · 6 to 7Mar 29, 2023 to Mar 27, 2024
- HNW clients · 280 to 284Mar 29, 2023 to Mar 27, 2024
- Pension plan clients · 31 to 27Mar 29, 2023 to Mar 27, 2024
- Assets in custody · $13.0M to $293MMar 29, 2023 to Mar 27, 2024
- Other offices · 0 to 1Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $585M to $735MMar 29, 2023 to Mar 27, 2024
- HNW RAUM · $334M to $408MMar 29, 2023 to Mar 27, 2024
- Individual RAUM · $79.2M to $87.0MMar 29, 2023 to Mar 27, 2024
- Pension RAUM · $147M to $148MMar 29, 2023 to Mar 27, 2024
- RAUM · $585M to $735MMar 29, 2023 to Mar 27, 2024
- Accounts · 893 to 910Mar 23, 2022 to Mar 29, 2023
Signals
1 dated events
- Eldridge Investment Advisors Inc reported RAUM $735.3M, up 26% from $585.2M (2023-03-29 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
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@eldridgeco.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 603-625-8559reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 603-641-9650reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- ELDRIDGECO.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 603-625-8559reportedpublic record, Form ADV, May 18, 2026
- Contact form
- eldridgeco.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- eldridgeco.com/p/our-peoplereportedpublished by the firm, firm site, Sep 15, 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
- $102Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026