This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-13-1995
- Office Locations
- 1
Office Locations
About Nutfield Financial
Nutfield Financial is a New Hampshire-based independent advisor focused on personal financial planning and wealth preservation, including insurance, retirement, estate, and tax planning. The firm builds portfolios primarily with ETFs (with some cash and government bonds) and also uses mutual funds/annuities where appropriate. Works mainly with retirees and entrepreneurs, and operates on Broadridge.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 135 clients, or 135 clients per representative. That equates to $402.1K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on February 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Nutfield Financial's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Nutfield Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DAVID HAROLD MCLAUGHLIN
Investment Advisor, President
- CRD
- #2612813
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
DANIEL DAVID MCLAUGHLIN
--
- CRD
- #5394949
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $54,283,790 | -- |
| Total | $54,283,790 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Nutfield Financial has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.