Bartley Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Bartley Financial Advisors reports 98 clients. They include 52 individual clients and 46 high-net-worth individuals. Of its assets, 83.1% ($126M across 374 accounts) are managed with discretion; $25.6M across 123 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 22% |
| High-net-worth individuals | 47% | 72% |
| Pension and profit-sharing plans | Fewer than 5 | 4% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 52 | $32.9M | 21.7% | $633K |
| High-net-worth individuals | 46 | $109M | 72.0% | $2.37M |
| Pension and profit-sharing plans | Fewer than 5 | $6.73M | 4.4% | — |
| Charitable organizations | Fewer than 5 | $2.57M | 1.7% | — |
| Corporations and other businesses | Fewer than 5 | $266K | 0.2% | — |
| Total | 98 | $152M | 100% | — |
- Clients
- 52
- Regulatory AUM
- $32.9M
- AUM share
- 21.7%
- Avg. per client
- $633K
- Clients
- 46
- Regulatory AUM
- $109M
- AUM share
- 72.0%
- Avg. per client
- $2.37M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.73M
- AUM share
- 4.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.57M
- AUM share
- 1.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $266K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 98
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Bartley Financial Advisors charges 0.60%–1.00% a year for its Advisory Agreement (planning and investment management). The fee is billed in advance, is negotiable and has a $6,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Hourly Planning Engagements
- Limited-scope hourly planning is $525 an hour for Robert Bartley and $150 to $375 an hour for other team members.
Robert Bartley owns 75% or more of Bartley Financial Advisors. The leadership team of Bartley Financial Advisors includes Chief Compliance Officer Robert Bartley. It has 5 employees, 1 of them in advisory roles.
Staff
- 5 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 75% or more of Bartley Financial Advisors, LLC
Robert Bartley
Control person · since September 2000
- Owns 75% or more of Bartley Financial Advisors, LLC
Robert C. Bartley Trust
Control person · since May 2018
- Owns 10% to 25% of Bartley Financial Advisors, LLC
Bianca Mammola
Control person · since January 2025
Bartley Financial Advisors’ regulatory assets grew from $107M (May 2021) to $152M (July 2026); clients rose from 84 to 98 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $152M | 98 | 5 | 3 |
| Mar 2025March 2025 | $140M | 96 | 3 | 2 |
| Mar 2024March 2024 | $128M | 95 | 4 | 3 |
| Mar 2023March 2023 | $116M | 87 | 3 | 2 |
| Feb 2022February 2022 | $114M | 88 | 4 | 2 |
| May 2021May 2021 | $107M | 84 | 4 | 2 |
Besides its headquarters, Bartley Financial Advisors has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
Massachusetts · 1 listed address
- 300 Brickstone Square, Andover
New Hampshire · 1 listed address
- 169 South River Road, Suite 17, BedfordHQ
Contact and registration details
- Legal name
- Bartley Financial Advisors, LLC
- Headquarters
- 169 South River Road, Suite 17, Bedford, NH 03110
- Website
- bartleyfinancial.com
- Phone
- 603-625-9900
- @bartley-financial-advisors-inc-
- SEC file
- 801-121433
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Bartley Financial Advisors’ named custodians for separately managed accounts are Fidelity ($88.8M, 70%) and Charles Schwab ($37.3M, 30%). Bartley Financial Advisors has custody of $13.1M for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $37.3M30%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $88.8M70%
At year end, Bartley Financial Advisors’ separately managed accounts were mostly in funds (94%).
What the accounts hold
- Stocks5%
- Funds94%
- Cash1%
How many clients does Bartley Financial Advisors have?
Bartley Financial Advisors has 98 clients and manages $152 million for them, as of July 2026. They include 52 individual clients and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026
What services does Bartley Financial Advisors offer?
Bartley Financial Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Bartley Financial Advisors charge?
Bartley Financial Advisors charges 0.60%–1.00% a year for its Advisory Agreement (planning and investment management). The fee is billed in advance, is negotiable and has a $6,000 annual minimum.
Which custodians does Bartley Financial Advisors use?
Bartley Financial Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $88.8M and Charles Schwab & Co., Inc. (Westlake, TX), with $37.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026
How many financial advisors does Bartley Financial Advisors have?
Bartley Financial Advisors has 1 investment adviser representative registered with state securities authorities, out of 5 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bartley Financial Advisors invest in?
At the end of its last fiscal year, Bartley Financial Advisors’ separately managed accounts held 94% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bartley Financial Advisors?
Bartley Financial Advisors’ direct owners are Robert Bartley (75% or more), Robert C. Bartley Trust (75% or more) and Bianca Mammola (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 July 2026
How does Bartley Financial Advisors get paid?
Bartley Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Bartley Financial Advisors?
Bartley Financial Advisors’ main office is at 169 South River Road, Suite 17, Bedford, NH 03110. Its phone number is 603-625-9900. Its website is bartleyfinancial.com.