Barrett & Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$483,547,282
Clients
576
Advisors
4
of 7 employees
About
Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients, offering both discretionary and non-discretionary advisory arrangements. The firm reports approximately $529.7 million in assets under management across several hundred client accounts as of year-end 2025.
The firm builds customized portfolios that account for clients’ income needs, liquidity, tax considerations, time horizons and risk tolerance, deploying a mix of exchange-listed and OTC securities, mutual funds, index funds, ETFs and bonds. Barrett uses a blend of fundamental, technical, quantitative and charting analysis and supports reporting and back-office functions through platforms including NFS’s Managed Account Solutions and Fidelity/Envestnet FMAX/FIWA.
Distinctive features for a small advisory team include Barrett’s dual registration as a FINRA-member broker-dealer and investment adviser and its role as an introducing broker with clearing and custody arrangements through National Financial Services/Fidelity, a relationship the brochure notes can create conflicts such as receipt of research tools and soft-dollar benefits. The firm also emphasizes its long family ownership dating to 1928, recent disclosed material changes (including an AUM update and platform migration), and specific practices such as crediting certain 12b-1 fees back to clients and not charging performance-based fees.
Client services
Expertise
Occupation focus
Fee options
Less than $100,000 - $99,999: 2.25% $100,000 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% Over $1,000,000+: Negotiable
Account minimum: $100,000
Main office
42 Weybosset St
Providence RI 02903
Advisors at this office
4
Most active in
California · Colorado · Connecticut · Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Rhode Island · Tennessee · Texas · Vermont · Washington
Also doing business as
Barrett & Company · Barrett & Company, Inc. · Saville, Wilson G. · The Four Square Method
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Wilson S
Series 63, Series 65
Providence, RI
Barrett & Company
Wilson Saville II is a financial advisor at Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses with 41 years of industry experience. He has been with Barrett & Company since 1986. Outside of advisory work, he serves on the board of directors of ISOMET Corp, a manufacturer of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients. The firm manages approximately $529.7 million in assets and constructs customized portfolios using a variety of securities and analytical methods.
Mark R
Series 63, Series 65
Providence, RI
Barrett & Company
Mark Rapoza is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 designations and 34 years of industry experience. He has been with Barrett & Company since 1994. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients, managing approximately $529.7 million in assets. The firm creates customized portfolios using a variety of securities and employs a blend of fundamental, technical, quantitative, and charting analysis.
Peter J
Series 63, Series 65
Providence, RI
Barrett & Company
Peter Jacavone Jr. is a financial advisor with Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Barrett & Company since 1995. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasionally small business or nonprofit clients. The firm manages approximately $529.7 million in assets and creates customized portfolios using a variety of securities and analytical approaches.
Nicholas C
Series 66
Providence, RI
Barrett & Company
Nicholas Cardello is a financial advisor at Barrett & Company with a Series 66 designation and three years of industry experience. Prior to joining Barrett & Company in 2020, he worked at Hilb Group and In Music Brands. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, and occasional small business or nonprofit clients. The firm manages approximately $529.7 million in assets, offering customized portfolios that consider income needs, liquidity, tax factors, time horizons, and risk tolerance through a blend of fundamental, technical, quantitative, and charting analysis.
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