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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in New Bedford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in New Bedford, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Massachusetts
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