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Firm profile

Bartley Financial Advisors, LLC

BEDFORD, NHCRD 124293Latest ADV March 19, 2026

Bartley Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bedford, NH. Its latest Form ADV filing, dated March 19, 2026, reports $152M in regulatory assets under management, 5 employees, 1 office, and 497 accounts.

Assets Under Management
$152M
Employees
5
Offices
1 office
Total Clients
98
Primary office
BEDFORD, NH
169 SOUTH RIVER ROAD, SUITE 17, BEDFORD, NH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORobert C. Bartley

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.1% of total clients.
Top client categories% of clientsClients
1
Individuals
53.1%
52
2
HNWI
46.9%
46
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$152Mas of March 19, 2026
Discretionary83.1%
$126M
83% of total RAUM83.1%
Non-discretionary16.9%
$26M
17% of total RAUM16.9%
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.

Total AUM$152M
Total Accounts497
10Y AUM Change+$44M (+41.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee20:1
10Y Employee Change+1 (+25.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.