Wealth Manager
    SEC Registered
    Manages Private Funds

    Barrett & Company

    Registered investment advisor · Providence, Rhode Island · CRD #1175

    Assets Under Management
    $530M
    Client Accounts
    1,091
    Employees
    7
    CRD Number
    1175
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Barrett & Company

    Barrett & Company, founded in 1928, is a long-standing investment management firm offering retirement, estate planning, portfolio management, and advisory services. It remains one of the oldest independent firms in the U.S. and serves clients nationwide.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Barrett & Company

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    Frequently Asked Questions

    What is Barrett & Company's AUM?

    Barrett & Company reports approximately $530M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Barrett & Company headquartered?

    Barrett & Company is headquartered in Providence, Rhode Island.

    What is Barrett & Company's CRD number?

    Barrett & Company's CRD number is 1175. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Barrett & Company manage?

    Barrett & Company manages approximately 1,091 client accounts according to its latest SEC filing.

    Is Barrett & Company SEC registered?

    Yes, Barrett & Company is registered with the SEC as an investment adviser with an approved registration status.

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