About Harbour Investments, Inc.
<p>From its Madison, Wisconsin headquarters in the Greater Madison area, Harbour Investments, Inc. supports independent financial advisors with an RIA and broker-dealer platform built around advisor independence and compliance.</p> <p>Founded in 1987, the firm has 214 employees and works with more than 240 investment advisors across 16 states. Harbour Investments reported $7.6B in AUM (2026).</p> <p>Harbour offers investment management and product access across insurance, mutual funds, and variable annuities, along with 3(21) support for retirement plans. A practical differentiator is the combination of broker-dealer capabilities with an independent RIA structure, plus a tech-forward approach aimed at day-to-day advisor operations.</p> <p>Harbour Investments is a two-time winner of Investment Advisor Magazine’s Broker Dealer of the Year Award and is listed in this directory among <a href="/plan-advisors">plan advisors</a> and other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Independent registered investment advisor (RIA) and broker-dealer</li> <li>3(21) fiduciary services</li> <li>Investment management</li> <li>Insurance, mutual funds, and variable annuities</li> <li>Technology and compliance support for advisors</li> </ul>
Website: https://www.harbourinv.com
Founded: 1987
Employees: 214
Office Locations
- Madison, WI (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $7.6B