Overview
Assets Under Management: $124 million
Headquarters: ITHACA, NY
High-Net-Worth Clients: 40
Average Client Assets: $2.3 million
Frequently Asked Questions
MERRYFIELD BARNES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159862), MERRYFIELD BARNES, LLC is subject to fiduciary duty under federal law.
MERRYFIELD BARNES, LLC is headquartered in ITHACA, NY.
MERRYFIELD BARNES, LLC serves 40 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, MERRYFIELD BARNES, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
MERRYFIELD BARNES, LLC manages $124 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, MERRYFIELD BARNES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.65%
Average Client Assets: $2.3 million
Total Client Accounts: 476
Discretionary Accounts: 475
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 159862
Filing ID: 2053149
Last Filing Date: 2026-03-20 18:53:05