# Harbor Group

Harbor Group is a RIA based in Norfolk, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Norfolk, United States
- **Region:** North America
- **Address:** Bedford, NH, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** www.harborgroup.com
- **LinkedIn:** https://www.linkedin.com/company/theharborgrp

## Regulatory record

- **CRD number:** 285895
- **SEC file number:** 801-108747
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285895

## About

The Harbor Group is an SEC-registered investment adviser in Norfolk, VA, registered since 2017. It manages approximately $3.8 billion in regulatory assets. The firm employs 293 staff and 46 investment advisers.

## Sectors

- Private Wealth Management
- Financial Planning

## Questions

### What investment services does Harbor Group offer?

Harbor Group provides retirement planning, estate and transfer planning, insurance and risk review, tax planning, charitable giving strategies, and 529 college savings plans. The firm operates as a fee-only fiduciary, meaning its recommendations are not influenced by third-party commissions (per the firm).

### How is Harbor Group structured?

Harbor Group is employee-owned and operates as a fee-only registered investment advisor. The firm emphasizes that it has been independent for over 40 years and aims to remain so for at least another 40. It is not owned by a bank, insurance company, or private equity firm (per the firm).

### Does Harbor Group invest in alternatives or private deals?

Harbor Group's service list includes only traditional wealth management categories: retirement, estate, tax, insurance, charitable giving, and college planning. The firm does not publicly discuss direct private equity, venture capital, or hedge fund investments as part of its offering.

### Who is Harbor Group's typical client?

The firm serves families with investable assets of at least $1 million, with exceptions for those demonstrating strong savings potential (per the firm). Clients tend to be multi-generational families who delegate full financial management, including retirement, education funding, and charitable planning.

### Where is Harbor Group located?

Harbor Group operates from a single office at 331 South River Road, Bedford, New Hampshire 03110 (per the firm). No additional offices are mentioned in public materials.

## Related profiles

- [DYNICS](https://altss.com/profile/dynics)
- [Combined Agents of America](https://altss.com/profile/combined-agents-of-america)

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Last updated: 2026-06-03T20:00:00.000Z

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