BRISTOL WEALTH GROUP

RIASEC RegisteredEst. 2024
Total AUM
$986M
Discretionary
$986M
100% of AUM
Avg account
$475K
Accounts
2,073
Employees
10
Advisory reps
6

Firm details

Headquarters
TAUNTON, Massachusetts
CRD number
330145
Registered since
May 16, 2024
Website
www.bristolcountysavings.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI49.19%
  • Individuals30.47%
  • Corporations / Businesses7.78%
  • State / Municipal Government7.43%
  • Charitable Organizations4.38%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Bristol Wealth Group is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients as well as institutional accounts and offers a mix of financial planning and discretionary portfolio management across individuals, small businesses, and institutional clients. Compensation is delivered through percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm also operates as an insurance broker and reports no active ESG investing program. It is structured as a domestic entity with individual ownership and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 36%, Exchange Traded Equities 16%, US Government Bonds 14%, State & Local Bonds 13%, Cash & Cash Equivalents 10%, Investment Grade Corp Bonds 8%, Non-Investment Grade Corp Bonds 3%36%
  • Public Funds/Mutual Funds36%
  • Exchange Traded Equities16%
  • US Government Bonds14%
  • State & Local Bonds13%
  • Cash & Cash Equivalents10%

Owners & executives

2 of 2

  • LOUIS RICCIARDI

    President, Chief Executive OfficerCRD 1010465

  • DEAN LARABEE

    Chief Operating Officer and Chief Compliance OfficerCRD 2932134

Contacts

3 of 4

  • CARL BEGIN

    Senior Vice President and DirectorCRD 3048768

  • CONNOR RUSS

    Vice PresidentCRD 7439679

  • MELYNA YOUNG

    Registered Client Services ManagerCRD 7418485

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$335M in ETFs

Passive

60%

$202M

Active

28%

$133M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$42.5M65,00412.67%
Unlock additional holdings →

Location

Primary office

TAUNTON, MA

BRISTOL

Location

TAUNTON, MA

Headquartered in TAUNTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
BRISTOL
Address
35 Broadway
Time zone
ET (UTC-5)
Office locations

Similar firms

PIZARRO ADVISORS

RIA

TAUNTON, MA

AUM —TEAM 1REPS 1

TAC PARTNERS, INC.

RIA

BOSTON, MA

AUM $983MTEAM 18REPS 3

SACHETTA, LLC

RIA

LYNNFIELD, MA

AUM $1BTEAM 25REPS 12

EAST COAST ASSET MANAGEMENT, LLC

RIA

ESSEX, MA

AUM $1BTEAM 9REPS 5

BROOKWOOD ADVISORS, LLC

RIA

BEVERLY, MA

AUM $964MTEAM 5REPS 3

FOLIUM CAPITAL LP

RIA

BURLINGTON, MA

AUM $960MTEAM 10REPS 5
More RIAs in TAUNTON →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth