Barrett & Company
Barrett & Company is an SEC-registered mass-market adviser in Providence, RI with $529.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Barrett & Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 1175, SEC 801-110786, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $529.7M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Providence, RI
- Employees
- 7
- Clients
- 601
- CRD
- 1175
- Ownership
- SAVILLE, WILSON GORDON II
How much AUM does Barrett & Company have?
Barrett & Company reported $529.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Barrett & Company?
Disclosed owners and executives of Barrett & Company include SAVILLE, WILSON GORDON II. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.