Data / Investment advisers / New Hampshire / Bartley Financial Advisors, LLC
Bartley Financial Advisors, LLC, Bedford, NH: $152 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bartley Financial Advisors, LLC is an SEC registered investment adviser with its main office in Bedford, New Hampshire and reports $152 million in regulatory assets under management in its Form ADV filed October 14, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Bartley Financial Advisors, LLC (CRD number 124293): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 124293
- SEC file number
- 801-121433
- SEC status
- Approved, effective June 7, 2021
- Main office
- 169 South River Road Suite 17, Bedford, NH 03110
- Phone
- (603) 625-9900
- Website
- truthsocial.com
- Regulatory AUM
- $151,581,219 in the Form ADV filed October 14, 2026
- Discretionary AUM
- $126,031,081
- Non discretionary AUM
- $25,550,138
- Accounts
- 497
- Employees
- 5, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $109.1 million |
| Individuals (other than high net worth individuals) | 52 | $32.9 million |
| Pension and profit sharing plans | Fewer than 5 | $6.7 million |
| Charitable organizations | Fewer than 5 | $2.6 million |
| Corporations or other businesses | Fewer than 5 | $266,242 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $151.6 million | March 19, 2026 |
| December 1, 2025 | $140 million | November 3, 2025 |
Other advisers in Bedford
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aurelius Family Office, LLC | Bedford | $315.3 million | Not listed | adviserinfo.sec.gov |
| Cohen Investment Advisors, LLC | Bedford | $259.3 million | 1 | adviserinfo.sec.gov |
| Robbins Farley LLC | Bedford | $252.9 million | Not listed | adviserinfo.sec.gov |
| Apex Wealth Management, LLC | Bedford | $191.1 million | Not listed | adviserinfo.sec.gov |
| The Eideard Group, LLC | Bedford | $158.1 million | 2 | adviserinfo.sec.gov |
| Granite State Retirement Planning, Inc. | Bedford | $143.2 million | Not listed | adviserinfo.sec.gov |
| Bay Point Financial, LLC | Bedford | $104.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bedford, NH
- Investment advisers in New Hampshire
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Bartley Financial Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.