AdvisorGrade

Financial advisers in New Bedford, MA

2 registered investment adviser firms in New Bedford managing $986M in assets, based on public SEC Form ADV filings.

Barry Investment Advisors, LLC

New Bedford, MA · Est. 2007

RegionalInternational
Fee-based
AUM
$847M
Per adviser
$106M
Advisers
8

No reported disclosures

Clarity Retirement & Wealth, LLC

New Bedford, MA · Est. 2025

Local
Fee-only
AUM
$140M
Per adviser
$70M
Advisers
2

No reported disclosures