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BRADLEY FOSTER & SARGENT INC

HARTFORD, CT · CRD 106928 · IAPD ↗ · bfsfunds.com · 860-527-8050

$9.07BRegulatory AUM
32Advisory reps
61Employees
0Clients
51-100Planning clients
1Private funds
44States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
March 2026 — BRADLEY FOSTER & SARGENT INC changed its website from bfsinvest.com to bfsfunds.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
March 2026 — BRADLEY FOSTER & SARGENT INC notice-filed in AR, HI, ID, LA, OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2025 — BRADLEY FOSTER & SARGENT INC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
June 2025 — BRADLEY FOSTER & SARGENT INC grew from 25 to 30 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
March 2025 — BRADLEY FOSTER & SARGENT INC grew from 17 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
June 2024 — BRADLEY FOSTER & SARGENT INC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — BRADLEY FOSTER & SARGENT INC added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.