The Harbor Group, Inc.

Overview

The Harbor Group, Inc. is an SEC registered investment adviser based in Bedford, NH, registered since 1984. It reports $2B in assets under management across 3,734 accounts, with 22 employees. It has 9 investment adviser representatives.

Reported AUM

$2B

Discretionary

97%

Accounts

3,734

Average account

$535K

Employees

22

Advisory reps

9

Registered since

1984

Jurisdictions

13

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Timothy Michael Riley President, Chief Executive Officer, Chief Compliance Officer CRD 1012436
• Christopher Robert Macbean Chief Planning Officer CRD 5952398
• Ryan Joseph Callaghan Chief Investment Officer CRD 6106822

Advisory reps 3 of 9

• Christopher Barnes Investment Adviser Rep CRD 7329837
• Adam John Bergeron Investment Adviser Rep CRD 7073806
• Ryan Joseph Callaghan Investment Adviser Rep CRD 6106822

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

331 S River Rd
Bedford, NH 03110

County

Hillsborough

Metro area

Manchester-Nashua, NH

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: harborgroup.com

Every state, with registration dates

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