CRD: 143733
Bigelow Investment Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2007
- Office Locations
- 1
Office Locations
About Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC is a Portland, Maine–based RIA (founded 2007) providing discretionary investment management and financial planning for families and institutions. The firm emphasizes asset allocation and diversification, with portfolios commonly using public funds/ETFs and fixed income. Custodied at Charles Schwab, the team includes multiple CFP credentialed advisors.
Reported data analysis
What the numbers show
Between August 25, 2025 and May 8, 2026, reported AUM increased 16.6%, from $476.2M to $555.2M.
Across 5 reported observations, AUM increased 44.6% between December 6, 2022 and May 8, 2026, from $383.9M to $555.2M.
Of the latest reported AUM, 78.3% is discretionary and 21.7% is non-discretionary.
The firm reports 4 advisory representatives and 338 clients, or 84.5 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on May 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bigelow Investment Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICK BENJAMIN FLOOD
Managing Member, Managing Partner
- CRD
- #5666385
- Ownership
- 10% but less than 25%
Racquel Heath Tibbetts
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #7269856
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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MATTHEW RAYMOND HUCKINS
Wealth Advisor
- CRD
- #6233408
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $434,536,682 | $497,751 |
| Non-Discretionary | $120,651,934 | $5,484,179 |
| Total | $555,188,616 | $620,322 |
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Separately Managed Accounts
SMA allocation detail is available
Bigelow Investment Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bigelow Investment Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.