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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-31-1994
- Office Locations
- 5
Office Locations
About Bradley Foster & Sargent INC
Bradley Foster & Sargent INC is a Hartford-based RIA with 5 offices. The firm has been operating for 32 years. Managing $9.1B in total assets under management, with 32 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Between July 17, 2025 and April 6, 2026, reported AUM increased 5.6%, from $8.6B to $9.1B.
Across 5 reported observations, AUM increased 48.1% between May 25, 2022 and April 6, 2026, from $6.1B to $9.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 32 advisory representatives and 1,944 clients, or 60.8 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 5 reported office locations and 32 years in operation. The source data was last updated on April 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bradley Foster & Sargent INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ROBERT HOLMES BRADLEY III
Chairman, Portfolio Manager
- CRD
- #2401589
- Ownership
- 10% but less than 25%
CAMERON HORATIO BURNS
EVP, Vice President
- CRD
- #2079054
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Christina Lee Charest
Associate
- CRD
- #7042242
Joseph Patrick Ciarleglio
Portfolio Manager
- CRD
- #6938721
Showing 2 of 26 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,069,366,208 | $1,825,557 |
| Non-Discretionary | $3,572,995 | $1,190,998 |
| Total | $9,072,939,203 | $1,825,174 |
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Separately Managed Accounts
SMA allocation detail is available
Bradley Foster & Sargent INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Bradley Foster & Sargent INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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