RIA Intel›Advisers›Massachusetts›BARRETT CAPITAL PARTNERS LLC

BARRETT CAPITAL PARTNERS LLC

Advisory

WEYMOUTH, MA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in MA

#1,176

of 1,590 advisers by AUM

Average account

$212K

across 213 accounts

AUM per adviser

$23M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$45M

Discretionary %

98.2%

Clients

105

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$45M

Discretionary AUM$44M

Non-Discretionary AUM$833K

Discretionary %98.2%

Total Clients105

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

105 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

JAMES HORTON, LLC

$45M

BCF LAW GROUP, LLC

$45M

MELLON GROWTH ADVISORS LLC

BOSTON, MA

$45M

+154.9% 1Y

MS FINANCIAL SERVICES, LLC

READING, MA

$45M

REAL ESTATE FIDUCIARY SERVICES LLC

BOSTON, MA

$45M

BEAL CONSULTING, INC.

PLYMOUTH, MA

$45M

Get the full picture on BARRETT CAPITAL PARTNERS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BARRETT CAPITAL PARTNERS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans