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BRADLEY FOSTER & SARGENT INC
CRD 106928File 801-46616
APPROVED
Retail clients
Custody
Filing as of Apr 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$9.07B
Top 10% of cohort (national)
Discretionary AUM
$9.07B
Non-discretionary $3.6M
Clients
1,944
4,971 accounts
Employees
61
Top 25% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 31, 1994
- Principal office
- 185 ASYLUM STREET, CITY PLACE II, 11TH FLOOR, HARTFORD, CT, 06103-3402
- Phone
- 860-527-8050
- Website
- HTTP://WWW.BFSFUNDS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $9.07B
- Discretionary AUM
- $9.07B
- Non-discretionary AUM
- $3.6M
- Discretionary accounts
- 4,968
- Non-discretionary accounts
- 3
- Total accounts
- 4,971
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $426.3M |
| Investment companies | 2 | $109.4M |
| Charitable organizations | 62 | $383.8M |
| High net worth individuals | 1,013 | $7.57B |
| Pooled investment vehicles | 1 | $62.8M |
| Pension and profit sharing plans | 7 | $36.0M |
| Individuals (other than high net worth individuals) | 827 | $489.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 57 | 61 | increased by4 |
| Mar 1, 2026 | Clients | 1,962 | 1,944 | decreased by18 |
| Mar 1, 2026 | AUM | $8,593,473,009 | $9,072,939,203 | increased by$479,466,194 |
| Mar 1, 2026 | Accounts | 4,967 | 4,971 | increased by4 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 52 | 57 | increased by5 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 4,546 | 1,962 | decreased by2,584 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $7,676,519,110 | $8,593,473,009 | increased by$916,953,899 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 4,546 | 4,967 | increased by421 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 48 | 52 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,688 | 4,546 | increased by2,858 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,124,652,315 | $7,676,519,110 | increased by$1,551,866,795 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,640 | 4,546 | increased by906 |
| Mar 1, 2022 | Employees | 37 | 48 | increased by11 |
| Mar 1, 2022 | Clients | 1,527 | 1,688 | increased by161 |
| Mar 1, 2022 | AUM | $4,879,423,390 | $6,124,652,315 | increased by$1,245,228,925 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BRADLEY FOSTER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BRADLEY FOSTER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.