ELDRIDGE INVESTMENT ADVISORS INC
SEC RegisteredPlan. Invest. Retire.
About the firm
Eldridge Investment Advisors, Inc. is an independent investment advisory firm providing services to individuals, businesses, and institutions. Located in Manchester, NH, we serve clients from across New England and beyond. Retirement plan administration services are offered through our affiliated organization, Stephen Eldridge & Company, Inc.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment and retirement consulting services including financial planning, investment management, retirement planning, education planning, risk management and insurance planning, tax planning, estate planning, 401k and 403(b) consulting, ERISA Section 3(21) and 3(38) fiduciary services, investment policy and monitoring, fee benchmarking and vendor analysis, retirement plan committee support, employee education, and advanced plan design assistance and compliance support. Retirement plan administration is provided through affiliated organization Stephen Eldridge & Company, Inc.
Who they serve
Individuals and families, closely held businesses, retirement plan sponsors/trustees, corporations, non-profits, associations, trusts, law firms, accounting firms, medical groups, professional associations, high-tech companies, transportation employers, manufacturers, public sector employers, and principals and key executives of privately held businesses and companies with up to 1,000 employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 330 | $96M |
| High Net Worth Individuals | 329 | $517M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 20 | $179M |
| State/Municipal Entities | 5 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ELDRIDGE INVESTMENT ADVISORS INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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