Barry Investment Advisors Review

Is this your firm? Access your Trusted badge


The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Barry Investment Advisors, registered in 2007, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 5 advisors. Barry Investment Advisors manages $643.6 million and provides investment advisory services for 362 clients (1:73 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 22
Minimum Investment $2,000,000
Average Client Balance $1,778,006
Total AUM $643.6 million
Advisor / Client Ratio 1:73
Headquarters New Bedford, MA
SEC Filings View SEC IAPD CRD #144955
State(s) Registered CA, CT, FL, LA, MD, MA, NH, NY, RI, VA

Was this page helpful?

Yes or No

*SEC data last verified 05/28/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.