NEW BEDFORD, MACRD 144955Latest ADV March 27, 2026
Barry Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Bedford, MA. Its latest Form ADV filing, dated March 27, 2026, reports $847M in regulatory assets under management, 12 employees, 8 offices, and 1,517 accounts.
Assets Under Management
$847M
Employees
12
Offices
8 offices
Total Clients
398
Primary office
NEW BEDFORD, MA
128 UNION STREET, SUITE 507, NEW BEDFORD, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.5% of total clients.
Top client categories% of clientsClients
1
Individuals
52.5%
209
2
HNWI
45.7%
182
3
Charitable
1.3%
5
4
Pension Plans
0.5%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$847Mas of March 27, 2026
Discretionary81.3%
$688M
81% of total RAUM81.3%
Non-discretionary18.7%
$159M
19% of total RAUM18.7%
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$847M
Total Accounts1,517
10Y AUM Change+$204M (+31.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee33:1
10Y Employee Change-1 (-7.7%)
* 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.