# Bartley Financial Advisors

Bartley Financial Advisors is a Multi Family Office based in Bedford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bedford, United States
- **Region:** North America
- **Address:** Bedford, NH, United States
- **Assets under management:** Undisclosed
- **Website:** bartleyfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/bartley-financial-advisors-inc

## Regulatory record

- **CRD number:** 124293
- **SEC file number:** 801-121433
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/124293

## About

BARTLEY FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in BEDFORD, NH, registered since 2021. The firm manages $152 million in assets, $126 million on a discretionary basis. It employs 5 people and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## People

- Dana Bartley — Managing Member and Chief Compliance Officer
- Gail Bartley — Member

## Questions

### Does Bartley Financial Advisors disclose its assets under management?

No. Bartley Financial Advisors does not publish an AUM figure, and the firm has not disclosed its total client assets to any financial publication or database. This opacity is deliberate and aligns with a practice built around a select group of regional families rather than an institutional marketing strategy.

### What investment strategies does Bartley Financial Advisors offer?

The firm provides financial planning, tax-advantaged portfolio construction, and estate planning services. Its investment mandate spans public equities, fixed income, and alternative assets, but allocations are customized per family rather than driven by a centralized house model. No proprietary funds or branded investment vehicles are publicly associated with the firm.

## Related profiles

- [BARRISTER](https://altss.com/profile/barrister)
- [BASA ADVISORS](https://altss.com/profile/basa-advisors)

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Last updated: 2026-07-06T01:24:12.183Z

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