About Bigelow Investment Advisors, LLC
<p>Fee-only pricing and discretionary portfolio management are central to Bigelow Investment Advisors, LLC’s work with families and institutions. Headquartered in Portland, the firm operates in Maine’s largest metro area and works with clients across the region and beyond.</p> <p>Founded in 2007, Bigelow Investment Advisors provides investment management and financial planning under a fiduciary standard of care. The firm reports $0.5B in assets under management (2026) and works with more than 300 families and institutions.</p> <p>Its team includes credentialed professionals with experience in investment management and planning. The firm focuses on asset allocation and diversification, then builds portfolios around each client’s goals and values.</p> <p>Bigelow Investment Advisors also supports retirement plan clients, including pension and profit-sharing plans, and offers 3(21) services as part of its retirement plan work alongside other <a href="/plan-advisors">plan advisors</a> and <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Discretionary investment management</li> <li>Financial planning</li> <li>3(21) fiduciary services</li> <li>Work with pension and profit-sharing plans, charities, and small businesses</li> <li>Fee-only, fiduciary standard of care</li> </ul>
Website: https://www.bigelowadvisors.com/
Founded: 2007
Office Locations
- Portland, ME (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $476.2M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| RUBB, INC. 401(K) PROFIT SHARING PLAN | RUBB, INC., ME | $10M | 68 |
Team Members
- Matt Huckins, Wealth Advisor, CFP®
- P. Benjamin Flood, Managing Partner, CFP®
- Racquel Tibbetts, Managing Partner, Ph.D., CPA, CFP®, IACCP®
- Andrew Nadeau, Partner, CFP®