BF
BRADLEY FOSTER & SARGENT INC
SEC RegisteredHARTFORD, CThttps://bfsfunds.com860-527-8050
Assets Under Management
$5B–$25B
Employees
61
Office Locations
7 offices
Total Accounts
4971
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthInvestment CompaniesPooled VehiclesPension/Profit Sharing
Services
Private funds / alternatives
Hedge
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 827 | $489M |
| High Net Worth Individuals | 1,013 | $7.6B |
| Pension/Profit Sharing Plans | 1 | $63M |
| Charitable Organizations | 7 | $36M |
| State/Municipal Entities | 62 | — |
0 total clients reported on Form ADV.
Leadership
Keith Glenn Larose
PRINCIPAL
Robert Holmes Bradley
CHAIRMAN
Timothy Hatherly Foster
PRINCIPAL
Jeffrey Gilbert Marsted
PRINCIPAL
Stephen Leslie Willcox
PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER
Nancy Ward Donadio
SENIOR OPERATIONS OFFICER
Charles Jerome Herbert
PRINCIPAL
David Paul Korzendorfer
PRINCIPAL
Felicia Mary Lazor
PRINCIPAL
Cameron Horatio Burns
PRINCIPAL
William Ravenel Peelle
PRINCIPAL
Thomas Denney Sargent
PRINCIPAL
Gregory Michael Miller
PRINCIPAL
Robert Allen Penney
PRINCIPAL
John Ross Gilbert
PRINCIPAL
Office locations
7 offices in 5 states
CT
HARTFORDHQ
IL
CHICAGO
FL
DELRAY BEACH
MA
WELLESLEY
CT
LITCHFIELD
ME
PORTLAND
CT
STONINGTON
Advisors at this firm
5 advisors in the directory
Alison Gourd Cosgrove
Investment Adviser Representative
Eugene A Daponte
Investment Adviser Representative
Galan George Daukas
Investment Adviser Representative
Keith Glenn Larose
Investment Adviser Representative
Aaron Michael Simmons
Investment Adviser Representative
Regulatory & compliance
CRD number
#106928
SEC Number
801-46616
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
bfsfunds.comPhone
860-527-8050Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BRADLEY FOSTER & SARGENT INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.