BFS Named as Top Worth RIA

August 2024

BFS is honored to have been named one of the top Registered Investment Advisors (RIA) firms in Worth Magazine’s Leading Advisor’s list.

The Leading Advisor program uses a rigorous selection process to identify the best registered investment advisors, including assets under management of over $500 million, predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.

President and CEO, Galan Daukas attends a reception in NYC to celebrate the relaunch of Worth’s Leading Advisor list.

We are grateful for this honor, for the trust our clients place in us, and for the professionalism, commitment and hard work of our great team.

Many offer advice, but few offer guidance.

At BFS our clients have a direct relationship with their portfolio manager to help guide more informed and impactful decisions.

LEARN MORE

BFS Named as Top Worth RIA

BFS Named One of “Best Places to Work in CT” for Fourth Year in a Row

BFS Hits the Airwaves with Take on Volatility in Precious Metals

BFS’s CFO is honored at the Connecticut Society of CPAs’ Women’s Awards

BFS Shares Insights on AI, Stablecoins, and Tokenization in HBJ Economic Forecast Issue

AARP Interviews Tucker Childs on Financial Planning for Snowbirds

Five years and counting: Bradley, Foster & Sargent again makes Barron’s list of top RIAs

A Natural Fit: Why We Joined Bradley, Foster & Sargent

NBC CT Interviews Rosa Chen on Market Conditions

Napatree Capital Merges with Bradley, Foster & Sargent, Combining Two Leading Investment Firms

Benzinga Publishes BFS Insights on Investing Amid Volatility

BFS Named One of “Best Places to Work in CT” for Third Year in a Row

BFS Insights Highlighted in HBJ Economic Forecast issue

CBS Cites BFS on Investing in Gold in 2025

Four Years Strong: BFS Named a Top RIA Fourth Year in a Row

A Weekend to Remember

Bradley, Foster & Sargent’s Tucker Childs Recognized by Hartford Business Journal’s 40 Under Forty Award