Barrett & Company logo

Barrett & Company

Updated today

Client assets under management

$483,547,282

Clients

576

24% high-net-worth

Advisors

4

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

144

Very High

Average account size

$839,492

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

Financial planning Portfolio management Pension consulting

Expertise

Active portfolio management Passive / index investing

Occupation focus

Founder/Business Owner

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Fee options

Percentage

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

Other

Account minimum: $100,000

Main office location

Barrett & Company

42 Weybosset Street

Providence RI 02903-2855, United States

Number of offices

1

Most active in

California · Colorado · Connecticut · Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Rhode Island · Tennessee · Texas · Vermont · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wilson S

Series 63, Series 65

Providence, RI

Barrett & Company

Wilson Saville II is a financial advisor at Barrett & Company with 40 years of industry experience, having been with the firm since 1986. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Saville serves on the board of directors of Isomet Corp, a maker of acousto-optic devices. Barrett & Company provides investment management services to individuals, trusts, pension and profit-sharing plans, as well as small business and nonprofit clients. The firm manages approximately $530 million in assets and builds customized portfolios using a range of securities, employing fundamental, technical, quantitative, and charting analyses.

Active portfolio management Passive / index investing Founder/Business Owner
user avatar

Mark R

Series 63, Series 65

Providence, RI

Barrett & Company

Mark Rapoza is a financial advisor at Barrett & Company in Providence, RI, holding Series 63 and Series 65 licenses with 33 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 some small business or nonprofit clients. The firm manages approximately $529.7 million in assets and employs a customized investment approach using a variety of securities and analytical methods.

Active portfolio management Passive / index investing Founder/Business Owner
user avatar

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.

Active portfolio management Passive / index investing Founder/Business Owner
user avatar

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.

Active portfolio management Passive / index investing Founder/Business Owner
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