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No. 27 Financial Planning IBD Elite 2026

Harbour Investments: Independent Broker-Dealer Profile

Legal name: Harbour Investments, Inc. · Madison, WI

$116.7M2025 Revenue
+12.2%YoY Growth
Approx. 212 advisorsProducing Reps
1987Founded

Quick Facts

2026 RankNo. 27 (Financial Planning IBD Elite 2026)
Legal NameHarbour Investments, Inc.
HeadquartersMadison, WI
Founded1987
2025 Revenue$116.7 million (+12.2% YoY)
Producing RepsApprox. 212 advisors
Client AssetsApprox. $7.6–9.6 billion regulatory AUM
PrincipalsFounded by Nick Sondel
EmployeesApprox. 75
FINRA BrokerCheckView Harbour Investments on BrokerCheck

Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.

About Harbour Investments

Harbour is a Midwest independent broker-dealer and RIA that emphasizes personal relationships with its representatives.

Services Offered

Harbour offers brokerage, financial planning, discretionary portfolio management, selection of outside advisers, and insurance brokerage.

Leadership

Founded by Nick Sondel.

Harbour Investments in the News

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