This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Fusion crest
- Established Date
- 11-12-1970
- Office Locations
- 1
Office Locations
About Barrett & Company
Barrett & Company is an independent Providence, RI advisory firm providing process-driven financial planning and personalized wealth management for families. The team emphasizes financial education and clear guidance, integrating tax, estate and retirement planning with portfolio construction. Investment implementation leans on asset allocation using ETFs and mutual funds (including fixed income). Custodied primarily with Fidelity/NFS and supported by platforms like eMoney/Envestnet.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILSON GORDON SAVILLE II
Chief Compliance Officer, Chief Financial Officer, President, Secretary
- CRD
- #1406756
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
BEVERLY ANN BOWEN
--
- CRD
- #2506448
KRISTIN M CAMBIO
Associate
- CRD
- #5737468
Alpha timber
Foundation eagle
- CRD
- #13559
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $471,303,749 | $481,413 |
| Non-Discretionary | $58,379,332 | $521,244 |
| Total | $529,683,081 | $485,502 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $529,683,081
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,709,126,327 | 24.2% |
| Public Funds | $2,408,314,370 | 34.1% |
| Corporate - Investment Grade | $543,812,922 | 7.7% |
| Cash | $1,744,438,854 | 24.7% |
| U.S. Government/Agency | $656,813,010 | 9.3% |
| Total | $7,062,505,483 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY PEAK ATLAS | RIDGE CAPITAL | BDGRNNK3W | IFZA | 8.77% | $1,954,872 |
| CATALYST PEAK | RIDGE HARBOR | DYWHT8S3K | QKSN | 6.81% | $106,450,992 |
| CREST NORTH | NORTH ELEMENT | Z8K05V2HC | WIRJB | 8.27% | $99,627,901 |
| EMBER SIGNAL | LEGACY PRIME | 4QL471ND8 | LYS | 9.28% | $82,277,901 |
| PEAK RIDGE | RIDGE FUSION | 8KK0JJYAI | GZXF | 10.36% | $13,420,571 |
| VITAL DELTA DELTA | BEACON VALUE | CKQDFTHCK | URRV | 11.47% | $62,790,848 |
| BEACON CATALYST | MOMENTUM OPTIMA | P4SDCGWF6 | ZSXX | 9.12% | $50,453,067 |
| PRIME ELEMENT PEAK | WAVE SUMMIT | DJBMHF5RX | FUH | 6.78% | $30,937,030 |