Bradley, Foster & Sargent Celebrates 30 Years of Excellence in Investment Management

Leading Connecticut Investment Advisor Sees Revenue Increase Year Over Year

Bradley, Foster & Sargent (BFS), a leading investment advisor headquartered in Hartford, CT, proudly announces its 30th anniversary this year. Since its inception, BFS has provided customized investment management services to individuals, families, and institutions. This milestone marks three decades of dedicated service and significant accomplishments.

“When we opened on July 1, 1994, we had an initial staff of six with 40 clients and 90 million in client assets. The firm has grown to over 50 associates overseeing more than 1,000 client relationships and over seven billion in client assets,” said Robert Bradley, Chairman, Bradley, Foster & Sargent. “We have demonstrated a remarkable ability to achieve organic growth, distinguishing ourselves from firms that primarily grow through acquisitions.”

“Our firm is founded upon BFS’s unwavering commitment and exceptional service to our clients. We pride ourselves on serving families through multiple generations,” added Bradley.

BFS attributes its success to “The BFS Difference” – a unique blend of personalized service, independent advice, long-term loyalty, and a client-focused approach. This philosophy has set BFS apart in the financial services industry, enabling the firm to build enduring relationships and deliver consistent results for its clients.

“Over the past 30 years, BFS has navigated the rapidly evolving landscape of the financial services industry with a steadfast dedication to our clients’ success,” said Galan Daukas, CEO and President of Bradley, Foster & Sargent. “Our focus on supporting our clients with independent advice has been the cornerstone of our growth and the foundation of our clients’ trust. Our client retention is over 98%, and the majority of our growth has been primarily from client referrals.”

As BFS looks to the future, the firm remains committed to its client-centric approach while continuing to adapt to the changing dynamics of the industry.

BFS has been named among Barron’s Top 100 and Forbes’ Top Registered Investment Advisors (RIAs), highlighting its excellence in wealth management and client-centric services. Worth Magazine recognized BFS as a Leading Advisor, and the Hartford Business Journal awarded BFS as one of the “Best Places to Work in Connecticut” for the past two years.

Bradley, Foster & Sargent, Inc. is an independent investment advisory firm headquartered in Hartford, CT. Established in 1994, BFS provides customized investment management services to individuals, families, and institutions. In addition to Hartford, the firm has offices in Chicago, IL, Delray Beach, FL, Litchfield, CT, Stonington, CT, Portland, ME, and Wellesley, MA.