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

Bradley, Foster & Sargent (BFS) is honored to again be ranked among the top 100 Registered Investment Advisors (RIA) in Barron’s ninth annual ranking, marking our fourth consecutive year on the list. We are especially proud to be the only firm in Connecticut to achieve this honor.

Barron’s carefully evaluates firms on key metrics such as assets under management, growth, technology spending, and succession planning. This year, Barron’s introduced an updated methodology, ranking the largest registered investment advisor firms separately from its broader RIA ranking. “For our list of mega RIAs,” Barron’s says, “we selected firms that manage 2% or more of the total assets of all ranking applicants. This year, that creates a threshold of $70 billion in assets.”

This recognition is a reflection of the trust our clients have placed in us and the dedication of our exceptional team. We are incredibly grateful for the continued support of our clients and the hard work of our employees who have made this achievement possible.

We look forward to building on this success and continuing to serve our clients with excellence.

For more information on Barron’s Top Advisor methodology, please visit: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04