Bigelow Investment Advisors, Llc
- Regulatory AUM
- $555M
- Discretionary
- $435M
- Clients
- 331
- Avg AUM / client
- $1.7M
- Accounts
- 895
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 180 | $75.9M | 13.7% |
| High net worth individuals | 134 | $335M | 60.4% |
| Banking or thrift institutions | 1 | $7.2M | 1.29% |
| Pension and profit sharing plans | 10 | $121M | 21.8% |
| Charitable organizations | 5 | $15.1M | 2.72% |
| Other investment advisers | 1 | $661K | 0.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Rubb, Inc. 401(k) Profit Sharing Plan Rubb, Inc. | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patrick Benjamin Flood | Managing Member | CFP | Sep 2017 (9y) | 10% – 25% |
| Racquel Heath Tibbetts | Managing Member/Chief Compliance Officer | CFP | Jul 2020 (6y) | 10% – 25% |
| Andrew James Nadeau | Registered representative | CFP | Apr 2022 (4y) | |
| Matthew Raymond Huckins | Registered representative | CFP | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Gorham Savings Bank | Partner | Aug 2008 | A | 50% – 75% |
| Gorham Bancorp Mhc | Owner | Aug 2008 | B | ≈ 25% – 56.25% via Gorham Savings Bank |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Gorham Bancorp Mhc: 50% – 75% of Gorham Savings Bank × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Rubb, Inc. 401(k) Profit Sharing Plan | Rubb, Inc. | 68 | $10.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/08/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $472M (85% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 08, 2026.
View current Form ADV (SEC/IAPD) ↗