Data / Investment advisers / Maine / Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC, Portland, ME: $555 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bigelow Investment Advisors, LLC is an SEC registered investment adviser with its main office in Portland, Maine and reports $555 million in regulatory assets under management in its Form ADV filed May 8, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Bigelow Investment Advisors, LLC (CRD number 143733): 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
- 143733
- SEC file number
- 801-67875
- SEC status
- Approved, effective May 3, 2007
- Main office
- 2 Monument Square Suite 701, Portland, ME 04101
- Phone
- (207) 772-2900
- Regulatory AUM
- $555,188,616 in the Form ADV filed May 8, 2026
- Discretionary AUM
- $434,536,682
- Non discretionary AUM
- $120,651,934
- Accounts
- 895
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 8, 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 | 134 | $335.2 million |
| Pension and profit sharing plans | 10 | $121.2 million |
| Individuals (other than high net worth individuals) | 180 | $75.9 million |
| Charitable organizations | 5 | $15.1 million |
| Banking or thrift institutions | 1 | $7.2 million |
| Other investment advisers | 1 | $661,034 |
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 |
|---|---|---|
| March 2, 2026 | $555.2 million | February 23, 2026 |
| December 1, 2025 | $476.2 million | August 25, 2025 |
Other advisers in Portland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Headinvest | Portland | $891.8 million | Not listed | adviserinfo.sec.gov |
| Great Diamond Partners, LLC | Portland | $804.1 million | Not listed | adviserinfo.sec.gov |
| Old Port Advisors | Portland | $782.8 million | Not listed | adviserinfo.sec.gov |
| Fow Partners, LP | Portland | $747.3 million | 5 | adviserinfo.sec.gov |
| Aries Wealth Management, LLC | Portland | $658.6 million | Not listed | adviserinfo.sec.gov |
| Penobscot Financial Advisors | Portland | $544.5 million | Not listed | adviserinfo.sec.gov |
| Clark & Stuart Inc | Portland | $195.6 million | Not listed | adviserinfo.sec.gov |
| Wright Cove Capital | Portland | $120.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Portland, ME
- Investment advisers in Maine
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Bigelow Investment 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.