Barrett Asset Management, established in 1937 and based in New York City, was a registered investment advisor (RIA) offering wealth and investment management services to high-net-worth and ultra-high-net-worth individuals and families. As of February 28, 2021, the firm managed approximately $2.5 billion in assets. In March 2021, CI Financial, a global asset and wealth management company, acquired Barrett Asset Management to expand its U.S. wealth management presence. Following the acquisition, Barrett Asset Management continued to operate under its original name, maintaining its commitment to personalized wealth management services.