Lifelong Investing Partners
At Bradley, Foster & Sargent (BFS), we look to add meaningful value to your life now and over time, providing personalized wealth and investment management designed to meet your evolving needs.
You have direct access to our portfolio managers, so that you can stay informed about your investments and they can better understand your goals. They also maintain direct relationships with the companies we invest in, gaining firsthand research and insight to develop thoughtful solutions specific to your situation.
We manage your money as we do our own, investing in similar strategies and in your success.




No ranking or recognition should be construed as an endorsement by any past or current client of Bradley, Foster, & Sargent (BFS). Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. BFS does not pay a fee to receive the survey rankings. BFS does pay Barron’s a marketing fee for the use of the marketing badges and to have BFS’s name listed on their website. The ranking is based on specific criteria and methodology, Click Here for more information.
Assets Under Management
(as of 12.31.24)
Barron's Top
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