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Bridgford Wealth Advisory, LLC

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Client assets under management

$14,207,687

Clients

42

26% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

21

Low

Average account size

$338,278

About

Bridgford Wealth Advisory provides discretionary wealth management and financial planning to individuals, high‑net‑worth individuals, trusts and estates. Portfolios are typically constructed from low‑cost, diversified mutual funds and exchange‑traded funds, with individual stocks, bonds or options used when appropriate to meet client objectives.

The firm’s investment process relies on fundamental analysis and a primarily long‑term horizon, with ongoing monitoring and adjustments for rebalancing, tax considerations, or changes in client circumstances. Client relationships are individualized—clients may place reasonable restrictions on holdings—and the firm applies an internal due‑diligence process before recommending or reallocating positions.

Notably for a small, supported firm managing roughly $15 million for about 40 clients across a two‑advisor team, Bridgford reports serving state and municipal government clients, a client type that is uncommon among peers. The firm also discloses that a principal is engaged in a concurrent congressional campaign and maintains a team‑based coverage model and written internal firewalls to mitigate potential conflicts from outside political activities.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management

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Fee options

Project-based

$200 per hour for financial planning and consulting services, negotiable

Other

Fee-only: Financial planning and consulting services at $200 per hour, negotiable

Main office location

Bridgford Wealth Advisory, LLC

1800 3 Rd Ave., Suite 411

Rock Island IL 61201, United States

Number of offices

2

Most active in

Florida · Illinois · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael B

Series 63, Series 65

Rock Island, IL

Bridgford Wealth Advisory, LLC

Michael Bridgford is a financial advisor at Bridgford Wealth Advisory, LLC in Rock Island, IL, holding Series 63 and Series 65 credentials with three years of industry experience. He has worked at Bridgford Wealth Advisory since 2022 and also operates Michael Bridgford Consulting, a non-investment related consulting business. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and state or municipal government clients, managing approximately $14.6 million across 43 client relationships. The firm provides discretionary wealth management and comprehensive financial planning, primarily using low-cost, diversified mutual funds and ETFs, with a long-term investment approach tailored to client goals and risk tolerance.

Active portfolio management
user avatar

Scott B

Series 66

Rock Island, IL

Bridgford Wealth Advisory, LLC

Scott Bridgford is a Series 66-licensed financial advisor with 26 years of industry experience. He is the principal of Bridgford Wealth Advisory, LLC in Rock Island, IL, where he has worked since 2017. Prior to that, he was with Stonefield Investment Advisory and Cetera Advisors LLC. Outside of advising, he is the owner of Scott Bridgford Farms, a contract farming operation. Bridgford Wealth Advisory serves individuals, high-net-worth clients, trusts, estates, and some municipal government clients. The firm provides discretionary wealth management and comprehensive financial planning, typically using low-cost mutual funds and ETFs, and operates as a fiduciary with a long-term, fundamental investment approach.

Active portfolio management
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