LP Profile

Barry Investment Advisors

Also known as barry

Wealth ManagerNew Bedford, United StatesFounded 2007
$750M
Assets Under Management
New Bedford
Headquarters
Investment Focus

About Barry Investment Advisors

Barry Investment Advisors provides personalized wealth management, financial planning, and retirement strategies to support your long-term goals.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Barry Investment Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$846.8M
Total Clients
1,517
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Barry Investment Advisors?

Barry Investment Advisors is a wealth manager based in New Bedford, United States, managing approximately $750M in assets.

Where is Barry Investment Advisors headquartered?

Barry Investment Advisors is headquartered in New Bedford, United States.

How much does Barry Investment Advisors manage?

Barry Investment Advisors manages approximately $750M in assets under management.

When was Barry Investment Advisors founded?

Barry Investment Advisors was founded in 2007.

How can I contact Barry Investment Advisors?

Verified contact details, key decision-makers, and investment preferences for Barry Investment Advisors are available on LPbacked. Create a free account to access them.