Eldridge Investment Advisors Inc. logo

Eldridge Investment Advisors Inc.

Updated today

Client assets under management

$613,212,673

Clients

659

50% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

82

High

Average account size

$930,520

About

Eldridge Investment Advisors provides discretionary and non‑discretionary investment management, financial planning (provided to investment management clients at no additional charge), and retirement plan consulting for individuals, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm manages roughly $814 million in client assets and uses both in‑house management and relationships with sub‑advisors and third‑party managers to implement client programs.

Its investment process employs a mix of fundamental, technical, quantitative and cyclical analysis alongside Modern Portfolio Theory, with portfolios tailored to each client’s objectives, risk tolerance, and time horizon and reviewed at least quarterly. For retirement plans the firm offers ERISA 3(38) discretionary management, investment policy development and monitoring, and participant education, and it acts as a solicitor or referral source to third‑party managers when appropriate.

The brochure discloses a material affiliation with a related pension administration and insurance broker entity (Eldridge Co.), which provides pension administration services and creates referral pathways as well as potential conflicts that are disclosed to clients. The firm also notes it historically sponsored a wrap fee program but discontinued that offering in late 2025 and currently provides services on a non‑wrap basis while maintaining custodial and referral arrangements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Private / alternative investments

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Annual flat fee and one-time project-specific flat fees available for retirement plan investment management services as negotiated.

Percentage

Negotiable up to 1.00% annually

Project-based

Hourly rate available for retirement plan investment management services as negotiated with plan sponsor.

Other

Account minimum: $25,000

Main office location

Eldridge Investment Advisors Inc.

686 Chestnut St

Manchester NH 03104, United States

Number of offices

2

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 with Eldridge Investment Advisors Inc. in Manchester, NH, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2017 and is also affiliated with Stephen Eldridge & Company, a third-party pension administration firm. 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 manages approximately $791 million in discretionary assets and employs an eight-advisor team that customizes portfolios based on client goals, risk tolerances, and time horizons.

Equity compensation tax strategy Private / alternative investments 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.

Equity compensation tax strategy Private / alternative investments 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. He has been with Eldridge Investment Advisors Inc. since 2016 and holds a Series 63 license. 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 and uses a range of analytical methods to customize portfolios according to client goals, time horizons, and risk tolerances.

Equity compensation tax strategy Private / alternative investments 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.

Equity compensation tax strategy Private / alternative investments 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.

Equity compensation tax strategy Private / alternative investments 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.

Equity compensation tax strategy Private / alternative investments 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.

Equity compensation tax strategy Private / alternative investments 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.

Equity compensation tax strategy Private / alternative investments Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")