Massachusetts · 4 advisers
Financial Advisors in New Bedford, Massachusetts
Looking for a financial advisor in New Bedford, Massachusetts? Falists indexes 4 SEC-registered and state-registered investment advisers in New Bedford — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $846.8M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$846.8M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New Bedford
Ranked by AUM · Fees, team & specialties at a glance
BARRY INVESTMENT ADVISORS, LLC
New Bedford, MA
AUM
$846.8M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
888-992-8601
CLARITY RETIREMENT & WEALTH, LLC
New Bedford, MA
AUM
$139.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
774-992-7444
CCM INVESTMENT MANAGEMENT, LLC
New Bedford, MA
AUM
$20.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
774-226-8765
YANKEE INVESTOR, LLC
New Bedford, MA
AUM
$11.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(508) 738-4088
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Common questions
- How many financial advisors are in New Bedford, Massachusetts?
- 4 registered investment advisers are listed in our New Bedford directory, sourced from public SEC filings.
- What types of advisors are in New Bedford?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in New Bedford?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.