Firm profile

BIGELOW INVESTMENT ADVISORS, LLC

PORTLAND, MECRD 143733Latest ADV February 23, 2026

Bigelow Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portland, ME. Its latest Form ADV filing, dated February 23, 2026, reports $555M in regulatory assets under management, 8 employees, and 895 accounts.

Assets Under Management
$555M
Employees
8
Offices
--
Total Clients
331
Primary office
PORTLAND, ME
2 MONUMENT SQUARE, SUITE 701, PORTLAND, ME, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORacquel H. Tibbetts

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 54.4% of total clients.
Top client categories% of clientsClients
1
Individuals
54.4%
180
2
HNWI
40.5%
134
3
Pension Plans
3.0%
10
4
Charitable
1.5%
5
5
Banks
0.3%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$555Mas of February 23, 2026
Discretionary78.3%
$435M
78% of total RAUM78.3%
Non-discretionary21.7%
$121M
22% of total RAUM21.7%
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$555M
Total Accounts895
10Y AUM Change+$362M (+186.7%)

Employee Growth by Quarter

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

Total Employees8
Clients per Employee41:1
10Y Employee Change+2 (+33.3%)

* 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.