BIGELOW INVESTMENT ADVISORS, LLC
CRD #143733 SEC #801-67875 PORTLAND, ME 207-772-2900
SEC Registered
Total AUM
$476.2M
Discretionary
$397.8M
Employees
8
Clients
101
Accounts
869
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $476.2M | $397.8M | $78.5M | 8 | 7 |
| Apr 2025 | $476.2M | $397.8M | $78.5M | 8 | 7 |
| Jan 2025 | $476.2M | $397.8M | $78.5M | 7 | 7 |
| Jan 2025 | $467.4M | $393M | $74.5M | 7 | 7 |
| Oct 2024 | $467.4M | $393M | $74.5M | 7 | 7 |
| Sep 2024 | $467.4M | $393M | $74.5M | 7 | 7 |
| Jun 2024 | $467.4M | $393M | $74.5M | 8 | 7 |
| Oct 2023 | $403.7M | $340.3M | $63.4M | 8 | 10 |
| Oct 2023 | $403.7M | $340.3M | $63.4M | 4 | 10 |
| Aug 2023 | $403.7M | $340.3M | $63.4M | 4 | 10 |
| Jun 2023 | $403.7M | $340.3M | $63.4M | 5 | 10 |
| Dec 2022 | $383.9M | $311.1M | $72.8M | 5 | 9 |
| Oct 2022 | $383.9M | $311.1M | $72.8M | 5 | 9 |
| Sep 2022 | $383.9M | $311.1M | $72.8M | 6 | 9 |
| Jun 2022 | $383.9M | $311.1M | $72.8M | 6 | 9 |
| Apr 2022 | $419.4M | $347.9M | $71.5M | 5 | 0 |
| Feb 2022 | $419.4M | $347.9M | $71.5M | 5 | 0 |
| Jan 2022 | $419.4M | $347.9M | $71.5M | 5 | 0 |
| Mar 2021 | $369.8M | $308.4M | $61.4M | 5 | 0 |
| Jun 2020 | $357.3M | $292.5M | $64.8M | 5 | 0 |
| Mar 2020 | $357.3M | $292.5M | $64.8M | 5 | 0 |
| Dec 2019 | $294.7M | $246.3M | $48.4M | 6 | 0 |
| Mar 2019 | $294.7M | $246.3M | $48.4M | 6 | 0 |
| Dec 2018 | $297M | $273.6M | $23.4M | 7 | 4 |
| Aug 2018 | $297M | $273.6M | $23.4M | 7 | 4 |
| Mar 2018 | $213.4M | $199.5M | $13.9M | 6 | 4 |
| Mar 2017 | $193.6M | $178.4M | $15.2M | 6 | 100 |
| Mar 2016 | $188.2M | $174M | $14.2M | 7 | 100 |
| Mar 2015 | $183.1M | $169.2M | $13.9M | 6 | 100 |
| Mar 2014 | $145.6M | $139.3M | $6.3M | 6 | 100 |
| Mar 2013 | $134.8M | $116.8M | $18M | 6 | 26 |
| Mar 2012 | $107.7M | $94.4M | $13.3M | 1 | 26 |
| Jan 2011 | $100.9M | $90.3M | $10.6M | 5 | -- |
| Sep 2007 | $32.5M | $32.5M | $0 | 5 | -- |
| Aug 2007 | $26.3M | $26.3M | $0 | 5 | -- |
DateAug 2025
Total AUM$476.2M
Discretionary$397.8M
Non-Disc.$78.5M
Employees8
Clients7
DateApr 2025
Total AUM$476.2M
Discretionary$397.8M
Non-Disc.$78.5M
Employees8
Clients7
DateJan 2025
Total AUM$476.2M
Discretionary$397.8M
Non-Disc.$78.5M
Employees7
Clients7
DateJan 2025
Total AUM$467.4M
Discretionary$393M
Non-Disc.$74.5M
Employees7
Clients7
DateOct 2024
Total AUM$467.4M
Discretionary$393M
Non-Disc.$74.5M
Employees7
Clients7
DateSep 2024
Total AUM$467.4M
Discretionary$393M
Non-Disc.$74.5M
Employees7
Clients7
DateJun 2024
Total AUM$467.4M
Discretionary$393M
Non-Disc.$74.5M
Employees8
Clients7
DateOct 2023
Total AUM$403.7M
Discretionary$340.3M
Non-Disc.$63.4M
Employees8
Clients10
DateOct 2023
Total AUM$403.7M
Discretionary$340.3M
Non-Disc.$63.4M
Employees4
Clients10
DateAug 2023
Total AUM$403.7M
Discretionary$340.3M
Non-Disc.$63.4M
Employees4
Clients10
DateJun 2023
Total AUM$403.7M
Discretionary$340.3M
Non-Disc.$63.4M
Employees5
Clients10
DateDec 2022
Total AUM$383.9M
Discretionary$311.1M
Non-Disc.$72.8M
Employees5
Clients9
DateOct 2022
Total AUM$383.9M
Discretionary$311.1M
Non-Disc.$72.8M
Employees5
Clients9
DateSep 2022
Total AUM$383.9M
Discretionary$311.1M
Non-Disc.$72.8M
Employees6
Clients9
DateJun 2022
Total AUM$383.9M
Discretionary$311.1M
Non-Disc.$72.8M
Employees6
Clients9
DateApr 2022
Total AUM$419.4M
Discretionary$347.9M
Non-Disc.$71.5M
Employees5
Clients0
DateFeb 2022
Total AUM$419.4M
Discretionary$347.9M
Non-Disc.$71.5M
Employees5
Clients0
DateJan 2022
Total AUM$419.4M
Discretionary$347.9M
Non-Disc.$71.5M
Employees5
Clients0
DateMar 2021
Total AUM$369.8M
Discretionary$308.4M
Non-Disc.$61.4M
Employees5
Clients0
DateJun 2020
Total AUM$357.3M
Discretionary$292.5M
Non-Disc.$64.8M
Employees5
Clients0
DateMar 2020
Total AUM$357.3M
Discretionary$292.5M
Non-Disc.$64.8M
Employees5
Clients0
DateDec 2019
Total AUM$294.7M
Discretionary$246.3M
Non-Disc.$48.4M
Employees6
Clients0
DateMar 2019
Total AUM$294.7M
Discretionary$246.3M
Non-Disc.$48.4M
Employees6
Clients0
DateDec 2018
Total AUM$297M
Discretionary$273.6M
Non-Disc.$23.4M
Employees7
Clients4
DateAug 2018
Total AUM$297M
Discretionary$273.6M
Non-Disc.$23.4M
Employees7
Clients4
DateMar 2018
Total AUM$213.4M
Discretionary$199.5M
Non-Disc.$13.9M
Employees6
Clients4
DateMar 2017
Total AUM$193.6M
Discretionary$178.4M
Non-Disc.$15.2M
Employees6
Clients100
DateMar 2016
Total AUM$188.2M
Discretionary$174M
Non-Disc.$14.2M
Employees7
Clients100
DateMar 2015
Total AUM$183.1M
Discretionary$169.2M
Non-Disc.$13.9M
Employees6
Clients100
DateMar 2014
Total AUM$145.6M
Discretionary$139.3M
Non-Disc.$6.3M
Employees6
Clients100
DateMar 2013
Total AUM$134.8M
Discretionary$116.8M
Non-Disc.$18M
Employees6
Clients26
DateMar 2012
Total AUM$107.7M
Discretionary$94.4M
Non-Disc.$13.3M
Employees1
Clients26
DateJan 2011
Total AUM$100.9M
Discretionary$90.3M
Non-Disc.$10.6M
Employees5
Clients--
DateSep 2007
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees5
Clients--