RIA Intel›Advisers›Maine›BIGELOW INVESTMENT ADVISORS, LLC

BIGELOW INVESTMENT ADVISORS, LLC

Advisory

N·PORTLAND, ME

Data as of Feb 23, 2026 · Source: SEC Form ADV

Total AUM

$555M

1-Year AUM Growth

+15.8%

3-Year CAGR

+6.8%

Employees

4

Assets Under Management

Total AUM$555M

Discretionary AUM$435M

Non-Discretionary AUM$121M

Discretionary %78.3%

Total Clients322

Team

Total Employees4

Investment Advisers8

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record40

First FilingAug 8, 2007

Latest FilingFeb 23, 2026

🔒 Full AUM trend chart and 40 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 BIGELOW INVESTMENT ADVISORS, LLC

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