# Barrett & Company

Barrett & Company is a Bank / Wealth / Trust based in Providence, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Providence, United States
- **Region:** North America
- **Address:** 42 Weybosset Street, 2nd Floor, Providence, RI 02903, United States
- **Assets under management:** Undisclosed
- **Website:** www.barrettandcompany.com

## Regulatory record

- **CRD number:** 1175
- **SEC file number:** 801-110786
- **Registration status:** Registered
- **Reports private funds:** No

## About

Barrett & Company is an SEC-registered investment adviser in Providence, RI, registered since 2017. The firm manages $530 million in assets, with $471 million on a discretionary basis. It has 7 employees and 4 investment advisers.

## Questions

### What services does Barrett & Company offer to clients?

The firm provides a combination of panoramic financial planning and personalized wealth management. Its process-driven approach pieces together all aspects of a client's financial situation to create a cohesive plan, then manages assets toward the client's defined goals.

### How does Barrett & Company's independence affect its client relationships?

As an independent firm, Barrett & Company is not tied to a parent bank or broker-dealer, which it states allows for a focus on client stewardship and the highest standards of care. This structure is meant to remove conflicts of interest in product selection and advice.

### Where is Barrett & Company located and does it have other offices?

The firm's sole disclosed office is located at 42 Weybosset Street in Providence, Rhode Island. No additional offices or geographic expansion have been publicly indicated.

### What is Barrett & Company's investment philosophy?

Barrett & Company states it begins with a client's end goals in mind, bridging past life experiences with future aspirations to build a plan. The investment management approach is designed to empower clients to focus on factors within their financial control.

### Does Barrett & Company disclose its assets under management or team size?

No, Barrett & Company does not publicly disclose its assets under management, total team size, or individual portfolio manager profiles on its website or through widely available regulatory filings as of the current record.

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Updated: 2026-06-03T20:00:00.000Z

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