Investment adviser · CRD 1175

BARRETT & COMPANY

Investment adviser filing (IA)

BARRETT & COMPANY, INC.

PROVIDENCE, RI, United States · Form ADV filed Mar 6, 2026

Regulatory AUM: $530M
Client accounts: 1,091
Employees: 7
Advisory professionals: 4

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	139	$300,680,643	56.8%
Individuals	437	$182,866,639	34.5%
Retirement plans	15	$29,943,337	5.7%
Corporations & businesses	10	$16,192,462	3.1%
Banks & thrifts	Fewer than 5	Not reported	Not reported
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	Not reported	Not reported
Other investment advisers	Fewer than 5	Not reported	Not reported
Insurance companies	Fewer than 5	Not reported	Not reported
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported
Other clients	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2062335 · Mar 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 6, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

42 WEYBOSSET STREET
PROVIDENCE, RI, 02903-2855, United States

CRD 1175

Filing source

Form ADV 2062335 · Mar 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.