BRADLEY FOSTER & SARGENT INC

RIASEC RegisteredEst. 1994

Total AUM

$9.1B

Discretionary

$9.1B

100% of AUM

Avg account

$1.8M

Accounts

4,971

Employees

Advisory reps

Firm details

Headquarters: HARTFORD, Connecticut
CRD number: 106928
Registered since: May 31, 1994
Website: www.bfsinvest.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI83.39%
Individuals5.39%
Corporations / Businesses4.7%
Charitable Organizations4.23%
Investment Companies1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Bradley Foster & Sargent Inc is an independent registered investment adviser organized as a corporation and SEC-registered since 1994. The firm serves both individual/family and institutional clients and is owned by an individual principal. Its advisory services emphasize financial planning and portfolio management across a wide range of client types — from individuals and small businesses to pooled vehicles and investment companies — and it also runs educational seminars and workshops. The firm charges fees based on a percentage of assets under management as well as fixed fees. Bradley Foster & Sargent is not positioned as a capital allocator and does not identify as an active ESG investor. The firm has been recognized repeatedly by industry publications: it has appeared on CNBC’s Top 100 Financial Advisory Firms lists (2019, 2020, 2021), Barron’s Top 100 RIA Firms (2021–2025), Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Forbes’ America’s Top RIA Firms lists (2023, 2024).