Barry Investment Advisors, Llc
- Regulatory AUM
- $847M
- Discretionary
- $688M
- Clients
- 398
- Avg AUM / client
- $2.1M
- Accounts
- 1,517
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 209 | $73.9M | 8.73% |
| High net worth individuals | 182 | $753M | 89.0% |
| Pension and profit sharing plans | 2 | $14.8M | 1.74% |
| Charitable organizations | 5 | $4.7M | 0.55% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Michael Barry | Managing Member, Chief Compliance Officer, And Chief Financial Officer | CFA | Nov 2007 (19y) | Less than 5% |
| Kathy Ann Alves | President | CFP | Nov 2007 (19y) | Less than 5% |
| Patrick John Barry | Member | Nov 2007 (19y) | 75% or more | |
| Barry, Jeanine, Marie | Member | Dec 2014 (12y) | 10% – 25% | |
| Whitney Erin Holland | Chief Operating Officer | Jan 2023 (4y) | Less than 5% | |
| Elizabeth Mcgrath Garvey | Registered representative | CFP | May 2010 (16y) | |
| Bethany Lynn Parker | Registered representative | CFP | May 2023 (3y) | |
| Tyler Cedric Craig | Registered representative | Aug 2023 (3y) | ||
| Andrew Joseph Straus | Registered representative | Nov 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1000 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
- Fidelity Brokerage Services $838M (99% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $666M (98% of AUM) Sep 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗