BARRY INVESTMENT ADVISORS, LLC
CRD #144955 SEC #801-68447 NEW BEDFORD, MA 888-992-8601
SEC Registered
Total AUM
$712.6M
Discretionary
$576.7M
Employees
10
Clients
251
Accounts
1,496
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $712.6M | $576.7M | $135.8M | 10 | 1 |
| Mar 2024 | $654.9M | $522.7M | $132.2M | 11 | 0 |
| May 2023 | $656.9M | $525.6M | $131.3M | 12 | 0 |
| May 2023 | $656.9M | $525.6M | $131.3M | 12 | 0 |
| Mar 2023 | $656.9M | $525.6M | $131.3M | 12 | 0 |
| Mar 2022 | $750M | $599.9M | $150.1M | 13 | 0 |
| Oct 2021 | $666.8M | $573.2M | $93.7M | 13 | 0 |
| Mar 2021 | $666.8M | $573.2M | $93.7M | 13 | 0 |
| Jun 2020 | $643.6M | $552.5M | $91.1M | 13 | 0 |
| May 2020 | $643.6M | $552.5M | $91.1M | 13 | 0 |
| Mar 2020 | $643.6M | $552.5M | $91.1M | 13 | 0 |
| Dec 2019 | $602.2M | $506.3M | $95.9M | 13 | 0 |
| Jun 2019 | $602.2M | $506.3M | $95.9M | 13 | 0 |
| Feb 2019 | $602.2M | $506.3M | $95.9M | 13 | 0 |
| Sep 2018 | $677.3M | $562.8M | $114.5M | 14 | 0 |
| Apr 2018 | $677.3M | $562.8M | $114.5M | 14 | 0 |
| Mar 2018 | $677.3M | $562.8M | $114.5M | 14 | 0 |
| Mar 2017 | $642.5M | $519.2M | $123.4M | 13 | 400 |
| Jan 2017 | $614.3M | $490.8M | $123.6M | 11 | 400 |
| Jul 2016 | $614.3M | $490.8M | $123.6M | 11 | 400 |
| Mar 2016 | $614.3M | $490.8M | $123.6M | 11 | 400 |
| Jan 2015 | $681.6M | $520.9M | $160.7M | 10 | 400 |
| Sep 2014 | $652.7M | $134.7M | $518M | 8 | 375 |
| Mar 2014 | $652.7M | $134.7M | $518M | 8 | 375 |
| Mar 2013 | $619.1M | $23.9M | $595.2M | 7 | 378 |
| Mar 2012 | $605.9M | $7.7M | $598.2M | 6 | 300 |
| May 2011 | $504.2M | $1.3M | $502.9M | 10 | -- |
| Mar 2011 | $504.2M | $1.3M | $502.9M | 10 | -- |
| Nov 2010 | $463.6M | $1.1M | $462.5M | 10 | -- |
| Jun 2010 | $463.6M | $1.1M | $462.5M | 10 | -- |
| Nov 2007 | $0 | $0 | $0 | 5 | -- |
| Oct 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$712.6M
Discretionary$576.7M
Non-Disc.$135.8M
Employees10
Clients1
DateMar 2024
Total AUM$654.9M
Discretionary$522.7M
Non-Disc.$132.2M
Employees11
Clients0
DateMay 2023
Total AUM$656.9M
Discretionary$525.6M
Non-Disc.$131.3M
Employees12
Clients0
DateMay 2023
Total AUM$656.9M
Discretionary$525.6M
Non-Disc.$131.3M
Employees12
Clients0
DateMar 2023
Total AUM$656.9M
Discretionary$525.6M
Non-Disc.$131.3M
Employees12
Clients0
DateMar 2022
Total AUM$750M
Discretionary$599.9M
Non-Disc.$150.1M
Employees13
Clients0
DateOct 2021
Total AUM$666.8M
Discretionary$573.2M
Non-Disc.$93.7M
Employees13
Clients0
DateMar 2021
Total AUM$666.8M
Discretionary$573.2M
Non-Disc.$93.7M
Employees13
Clients0
DateJun 2020
Total AUM$643.6M
Discretionary$552.5M
Non-Disc.$91.1M
Employees13
Clients0
DateMay 2020
Total AUM$643.6M
Discretionary$552.5M
Non-Disc.$91.1M
Employees13
Clients0
DateMar 2020
Total AUM$643.6M
Discretionary$552.5M
Non-Disc.$91.1M
Employees13
Clients0
DateDec 2019
Total AUM$602.2M
Discretionary$506.3M
Non-Disc.$95.9M
Employees13
Clients0
DateJun 2019
Total AUM$602.2M
Discretionary$506.3M
Non-Disc.$95.9M
Employees13
Clients0
DateFeb 2019
Total AUM$602.2M
Discretionary$506.3M
Non-Disc.$95.9M
Employees13
Clients0
DateSep 2018
Total AUM$677.3M
Discretionary$562.8M
Non-Disc.$114.5M
Employees14
Clients0
DateApr 2018
Total AUM$677.3M
Discretionary$562.8M
Non-Disc.$114.5M
Employees14
Clients0
DateMar 2018
Total AUM$677.3M
Discretionary$562.8M
Non-Disc.$114.5M
Employees14
Clients0
DateMar 2017
Total AUM$642.5M
Discretionary$519.2M
Non-Disc.$123.4M
Employees13
Clients400
DateJan 2017
Total AUM$614.3M
Discretionary$490.8M
Non-Disc.$123.6M
Employees11
Clients400
DateJul 2016
Total AUM$614.3M
Discretionary$490.8M
Non-Disc.$123.6M
Employees11
Clients400
DateMar 2016
Total AUM$614.3M
Discretionary$490.8M
Non-Disc.$123.6M
Employees11
Clients400
DateJan 2015
Total AUM$681.6M
Discretionary$520.9M
Non-Disc.$160.7M
Employees10
Clients400
DateSep 2014
Total AUM$652.7M
Discretionary$134.7M
Non-Disc.$518M
Employees8
Clients375
DateMar 2014
Total AUM$652.7M
Discretionary$134.7M
Non-Disc.$518M
Employees8
Clients375
DateMar 2013
Total AUM$619.1M
Discretionary$23.9M
Non-Disc.$595.2M
Employees7
Clients378
DateMar 2012
Total AUM$605.9M
Discretionary$7.7M
Non-Disc.$598.2M
Employees6
Clients300
DateMay 2011
Total AUM$504.2M
Discretionary$1.3M
Non-Disc.$502.9M
Employees10
Clients--
DateMar 2011
Total AUM$504.2M
Discretionary$1.3M
Non-Disc.$502.9M
Employees10
Clients--
DateNov 2010
Total AUM$463.6M
Discretionary$1.1M
Non-Disc.$462.5M
Employees10
Clients--
DateJun 2010
Total AUM$463.6M
Discretionary$1.1M
Non-Disc.$462.5M
Employees10
Clients--
DateNov 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--