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BIGELOW INVESTMENT ADVISORS, LLC

PORTLAND, ME · CRD 143733 · IAPD ↗ · 207-772-2900

$555.2MRegulatory AUM
4Advisory reps
8Employees
7Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — BIGELOW INVESTMENT ADVISORS, LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2026 — BIGELOW INVESTMENT ADVISORS, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — BIGELOW INVESTMENT ADVISORS, LLC crossed $500M in regulatory AUM ($476.2M -> $555.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
December 2025 — BIGELOW INVESTMENT ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2024 — BIGELOW INVESTMENT ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
July 2024 — BIGELOW INVESTMENT ADVISORS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.