Barrett & Company is an SEC registered investment adviser organized as a corporation with a primary office location in Providence, RI. Its latest Form ADV filing, dated March 6, 2026, reports $530M in regulatory assets under management, 7 employees, and 1,091 accounts.
Assets Under Management
$530M
Employees
7
Offices
--
Total Clients
601
Primary office
PROVIDENCE, RI
42 WEYBOSSET STREET, PROVIDENCE, RI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
437
2
HNWI
23.1%
139
3
Pension Plans
2.5%
15
4
Corporations
1.7%
10
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$530Mas of March 6, 2026
Discretionary89.0%
$471M
89% of total RAUM89.0%
Non-discretionary11.0%
$58M
11% of total RAUM11.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$530M
Total Accounts1,091
10Y AUM Change+$429M (+427.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee86:1
10Y Employee Change-7 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.