Bradley Foster & Sargent Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Hartford, CT. Its latest Form ADV filing, dated April 6, 2026, reports $9.1B in regulatory assets under management, 61 employee, 8 offices, and 4,971 accounts.
Assets Under Management
$9.1B
Employees
61
Offices
8 offices
Total Clients
1,947
Primary office
HARTFORD, CT
185 ASYLUM STREET, CITY PLACE II, 11TH FLOOR, HARTFORD, CT, United States
Top client segmentHNWI represent 52.0% of total clients.
Top client categories% of clientsClients
1
HNWI
52.0%
1,013
2
Individuals
42.5%
827
3
Charitable
3.2%
62
4
Corporations
1.6%
32
5
Pension Plans
0.4%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.1Bas of April 6, 2026
Discretionary100.0%
$9.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$4M
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$9.1B
Total Accounts4,971
10Y AUM Change+$6.0B (+190.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees61
Clients per Employee32:1
10Y Employee Change+25 (+69.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.