Top financial advisors in New Bedford, MA
We’ve curated a list of the best financial advisors in New Bedford, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$525,595,447
Number of advisors
12 advisors
| $525,595,447 | 12 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Bedford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Bedford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Barry Investment Advisors, LLC
Barry Investment Advisors, LLC is an SEC registered investment adviser specializing in personal wealth management services. Established in November 2007, the firm is dedicated to providing financial and investment advice to individuals, pension and profit sharing plans, trusts, and estates. With assets under management totaling $712,576,826 as of February 7, 2025, the firm offers tailored wealth management services, including comprehensive financial planning and discretionary/non-discretionary investment portfolio management. Clients typically have a minimum portfolio size of $1,000,000, although exceptions may be made based on specific criteria. Barry Investment Advisors follows a Balanced Global Value investment approach, combining equities, fixed income, and cash equivalents. The firm's investment philosophy focuses on quality companies priced favorably relative to earnings and book values. Fees for wealth management services are structured as an annualized fee under the Wrap Program, with additional financial planning and consulting services available at negotiable fixed rates. The firm does not charge performance-based fees and acts in a fiduciary capacity, exercising investment discretion on behalf of clients. Clients receive regular account reviews and performance reports, with discretion over securities transactions and the ability to set limitations on investment activities. Barry Investment Advisors does not vote client securities and does not have any disciplinary disclosures.
$525,595,447 under management
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in New Bedford, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New Bedford. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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