Trusted Advice. Valued Clients.

Welcome to Bradley, Foster & Sargent, Inc.

Founded in 1994, we are an investment advisory firm providing high-quality, customized investment management to individuals, families, and institutions. Located in Hartford, Connecticut and serving clients in 44 states, we are independently owned and managed by thirteen Principals of the firm.

Our primary objective is to serve our clients by helping them preserve capital in times of economic adversity and create wealth in more buoyant times.

We value the trust placed in us by our clients – trust created by seeking to understand the unique goals of each client and by striving to provide expert advice and individualized solutions.

We invite you to explore the benefits offered by our firm which seeks, above all, to serve our clients well through trusted, long-term relationships distinguished by the highest ethical and professional standards.

$5.38 billion in
assets under management,
as of September 30, 2021

Join us in welcoming
Peter Kirschenbaum, Rachael DiBerardino & Gayle McGowan

BFS Recognized by CNBC as Top 100
Financial Advisor

FT 300 Ranking June 2020

BFS Recognized as Barron’s Top 100 RIA

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