Bradley, Foster & Sargent is honored to have been listed as one of the nation’s top 100 Registered Investment Advisors (RIA) firms—and the only firm in Connecticut—for the second year in a row.
One of the nation’s most highly regarded business publications, Barron’s compiles its yearly list to “to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry,” according to editor Matt Barthel. Listing criteria comprise some 100 data points, including AUM, technology spending, staff diversity, succession planning, and quality of practice.
Thank you to our clients for their trust and to our dedicated team for their hard work as we continue to grow.