RIA Intel›Advisers›Massachusetts›BARRY INVESTMENT ADVISORS, LLC

BARRY INVESTMENT ADVISORS, LLC

Advisory

N·NEW BEDFORD, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$847M

1-Year AUM Growth

-0.3%

3-Year CAGR

-0.6%

Employees

8

Assets Under Management

Total AUM$847M

Discretionary AUM$688M

Non-Discretionary AUM$159M

Discretionary %81.3%

Total Clients387

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)+50.0%

Filing History

Total Filings on Record35

First FilingOct 3, 2007

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 19+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BARRY INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.