MERRYFIELD BARNES, LLC
SEC RegisteredAbout the firm
Merryfield Barnes, LLC is a Registered Investment Advisor located in Ithaca, NY.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 160 | $27M |
| High Net Worth Individuals | 40 | $91M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Equities/ETFs/Options - Up to $500,000 | 2.00% |
| Equities/ETFs/Options - $500,001 to $1,000,000 | 1.75% |
| Equities/ETFs/Options - $1,000,001 to $5,000,000 | 1.00% |
| Corporate/Sovereign Debt/High-Yield Bonds - Up to $500,000 | 1.75% |
| Corporate/Sovereign Debt/High-Yield Bonds - $500,001 to $1,000,000 | 1.50% |
| Corporate/Sovereign Debt/High-Yield Bonds - $1,000,001 to $5,000,000 | 1.00% |
| Municipal Bonds - Up to $5,000,000 | 0.20% |
| Municipal Bonds - $5,000,001 to $10,000,000 | 0.17% |
| Municipal Bonds - Above $10,000,000 | 0.15% |
| Mutual Funds - Up to $1,000,000 | 1.40% |
| Mutual Funds - Above $1,000,000 | 1.00% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MERRYFIELD BARNES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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