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BARRY INVESTMENT ADVISORS, LLC
CRD 144955File 801-68447
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$846.8M
Above cohort median (national)
Discretionary AUM
$688.0M
Non-discretionary $158.8M
Clients
398
1,517 accounts
Employees
12
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 24, 2007
- Principal office
- 128 UNION STREET, SUITE 507, NEW BEDFORD, MA, 02740
- Phone
- 888-992-8601
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $846.8M
- Discretionary AUM
- $688.0M
- Non-discretionary AUM
- $158.8M
- Discretionary accounts
- 1,361
- Non-discretionary accounts
- 156
- Total accounts
- 1,517
- AUM per client
- $2.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $4.7M |
| High net worth individuals | 182 | $753.4M |
| Pension and profit sharing plans | 2 | $14.8M |
| Individuals (other than high net worth individuals) | 209 | $73.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.