A complete list of active advisors currently associated with Bradley Foster & Sargent Inc
Warmer can help you find a great advisor at Bradley Foster & Sargent Inc or one who fits your needs even better.
Bradley, Foster & Sargent, Inc. provides discretionary portfolio management and financial planning for individuals (more than half of clients are high‑net‑worth), trusts, retirement plans, and institutions, and also advises a registered mutual fund (BFS Equity Fund) and a private investment vehicle (Crystal Partners Fund). The firm reports approximately $9.07 billion in assets under management across roughly 4,968 discretionary accounts and serves a mix of individual and pooled investment clients. The firm emphasizes individualized asset allocation and a long‑term, capital‑preservation first investment philosophy, using a blend of fundamental analysis and technical tools to pursue growth at reasonable prices (GARP). Investment decisions are guided by an Investment Committee and a 500+ security “Guidance List,” and the firm employs event‑driven opportunities alongside ongoing portfolio monitoring. Compared with many multi‑team advisers, Bradley, Foster & Sargent both serves and manages pooled vehicles and investment company clients — acting as investment adviser to the BFS Equity Fund and general partner/adviser to the Crystal Partners Fund — a capability that is uncommon in its peer group. The firm also maintains a formal Ethics Policy and detailed pre‑clearance and disgorgement rules for employee trading, supports an in‑house research and investment staff (33 employees performing advisory functions), and allocates commission budgets and third‑party research as part of its trade execution process.
To learn more about the advisors currently working at Bradley Foster & Sargent Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")