← Tributary

BARRY INVESTMENT ADVISORS, LLC

NEW BEDFORD, MA · CRD 144955 · IAPD ↗ · barryinvestmentadvisors.com · 888-992-8601

$846.8MRegulatory AUM
8Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — BARRY INVESTMENT ADVISORS, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — BARRY INVESTMENT ADVISORS, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2025 — BARRY INVESTMENT ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2024 — BARRY INVESTMENT ADVISORS, LLC notice-filed in GA, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — BARRY INVESTMENT ADVISORS, LLC added office(s): 1 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — BARRY INVESTMENT ADVISORS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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