BRADLEY FOSTER & SARGENT INC
CRD #106928 SEC #801-46616 HARTFORD, CT 860-527-8050
SEC Registered Private Funds
Total AUM
$8.6B
Discretionary
$8.5B
Employees
57
Clients
51
Accounts
4,967
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $8.6B | $8.5B | $69.1M | 57 | 0 |
| Jul 2025 | $8.5B | $8.5B | $3.3M | 57 | 0 |
| May 2025 | $7.7B | $7.7B | $3.4M | 57 | 0 |
| Feb 2025 | $7.7B | $7.7B | $3.4M | 52 | 0 |
| Jul 2024 | $7.3B | $7.2B | $3.7M | 49 | 0 |
| May 2024 | $6.8B | $6.8B | $3.6M | 49 | 0 |
| Mar 2024 | $6.8B | $6.8B | $3.6M | 49 | 0 |
| Jan 2024 | $6.8B | $6.8B | $3.6M | 48 | 0 |
| Jan 2024 | $6.8B | $6.8B | $3.6M | 48 | 0 |
| Aug 2023 | $6.1B | $6.1B | $3.6M | 48 | 0 |
| Mar 2023 | $5.6B | $5.6B | $3.5M | 48 | 0 |
| Mar 2023 | $5.6B | $5.6B | $3.5M | 48 | 0 |
| May 2022 | $6.1B | $6.1B | $648.9K | 48 | 0 |
| Mar 2022 | $6.1B | $6.1B | $648.9K | 48 | 0 |
| Feb 2022 | $6.1B | $6.1B | $648.9K | 48 | 0 |
| Feb 2022 | $6.1B | $6.1B | $648.9K | 48 | 0 |
| Apr 2021 | $4.9B | $4.9B | $623.1K | 37 | 2 |
| Mar 2021 | $4.9B | $4.9B | $623.1K | 37 | 2 |
| Oct 2020 | $4.2B | $4.2B | $3.4M | 39 | 2 |
| Jun 2020 | $4.2B | $4.2B | $3.4M | 39 | 2 |
| May 2020 | $4.2B | $4.2B | $3.4M | 39 | 2 |
| Mar 2020 | $4.2B | $4.2B | $3.4M | 39 | 2 |
| Mar 2019 | $3.4B | $3.4B | $3M | 38 | 2 |
| Jul 2018 | $3.6B | $3.5B | $68.3M | 39 | 2 |
| Mar 2018 | $3.6B | $3.5B | $68.3M | 39 | 2 |
| Mar 2017 | $3.1B | $3.1B | $59.7M | 36 | 1,300 |
| Dec 2016 | $2.8B | $2.8B | $31.2M | 38 | 1,400 |
| Oct 2016 | $2.8B | $2.8B | $31.2M | 38 | 1,400 |
| Mar 2016 | $2.8B | $2.8B | $31.2M | 38 | 1,400 |
| Jan 2016 | $2.8B | $2.7B | $31.4M | 36 | 1,300 |
| Oct 2015 | $2.8B | $2.7B | $31.4M | 36 | 1,300 |
| May 2015 | $2.8B | $2.7B | $31.4M | 36 | 1,300 |
| Mar 2015 | $2.8B | $2.7B | $31.4M | 36 | 1,300 |
| Mar 2014 | $2.5B | $2.4B | $27.4M | 33 | 1,200 |
| Jun 2013 | $1.9B | $1.9B | $25.8M | 30 | 1,200 |
| Feb 2013 | $1.9B | $1.9B | $25.8M | 30 | 1,200 |
| Oct 2012 | $1.9B | $1.8B | $25.5M | 11 | 1,100 |
| Apr 2012 | $1.6B | $1.6B | $29.1M | 11 | 1,100 |
| Mar 2012 | $1.6B | $1.6B | $29.1M | 11 | 1,100 |
| Mar 2011 | $1.5B | $1.5B | $31.7M | -- | -- |
| Mar 2010 | $1.3B | $1.2B | $35.2M | -- | -- |
| Mar 2008 | $1.1B | $1.1B | $6M | -- | -- |
| Mar 2007 | $1B | $998.5M | $5.8M | -- | -- |
| Mar 2006 | $807.3M | $802.1M | $5.2M | -- | -- |
| Sep 2005 | $712.4M | $704.9M | $7.5M | -- | -- |
| Mar 2004 | $582.5M | $572.3M | $10.2M | -- | -- |
| Jun 2001 | $504.5M | $484M | $20.4M | -- | -- |
DateJul 2025
Total AUM$8.6B
Discretionary$8.5B
Non-Disc.$69.1M
Employees57
Clients0
DateJul 2025
Total AUM$8.5B
Discretionary$8.5B
Non-Disc.$3.3M
Employees57
Clients0
DateMay 2025
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$3.4M
Employees57
Clients0
DateFeb 2025
Total AUM$7.7B
Discretionary$7.7B
Non-Disc.$3.4M
Employees52
Clients0
DateJul 2024
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$3.7M
Employees49
Clients0
DateMay 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$3.6M
Employees49
Clients0
DateMar 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$3.6M
Employees49
Clients0
DateJan 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$3.6M
Employees48
Clients0
DateJan 2024
Total AUM$6.8B
Discretionary$6.8B
Non-Disc.$3.6M
Employees48
Clients0
DateAug 2023
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$3.6M
Employees48
Clients0
DateMar 2023
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$3.5M
Employees48
Clients0
DateMar 2023
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$3.5M
Employees48
Clients0
DateMay 2022
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$648.9K
Employees48
Clients0
DateMar 2022
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$648.9K
Employees48
Clients0
DateFeb 2022
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$648.9K
Employees48
Clients0
DateFeb 2022
Total AUM$6.1B
Discretionary$6.1B
Non-Disc.$648.9K
Employees48
Clients0
DateApr 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$623.1K
Employees37
Clients2
DateMar 2021
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$623.1K
Employees37
Clients2
DateOct 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$3.4M
Employees39
Clients2
DateJun 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$3.4M
Employees39
Clients2
DateMay 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$3.4M
Employees39
Clients2
DateMar 2020
Total AUM$4.2B
Discretionary$4.2B
Non-Disc.$3.4M
Employees39
Clients2
DateMar 2019
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$3M
Employees38
Clients2
DateJul 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$68.3M
Employees39
Clients2
DateMar 2018
Total AUM$3.6B
Discretionary$3.5B
Non-Disc.$68.3M
Employees39
Clients2
DateMar 2017
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$59.7M
Employees36
Clients1,300
DateDec 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.2M
Employees38
Clients1,400
DateOct 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.2M
Employees38
Clients1,400
DateMar 2016
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$31.2M
Employees38
Clients1,400
DateJan 2016
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$31.4M
Employees36
Clients1,300
DateOct 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$31.4M
Employees36
Clients1,300
DateMay 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$31.4M
Employees36
Clients1,300
DateMar 2015
Total AUM$2.8B
Discretionary$2.7B
Non-Disc.$31.4M
Employees36
Clients1,300
DateMar 2014
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$27.4M
Employees33
Clients1,200
DateJun 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$25.8M
Employees30
Clients1,200
DateFeb 2013
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$25.8M
Employees30
Clients1,200
DateOct 2012
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$25.5M
Employees11
Clients1,100
DateApr 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$29.1M
Employees11
Clients1,100
DateMar 2012
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$29.1M
Employees11
Clients1,100
DateMar 2011
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$31.7M
Employees--
Clients--
DateMar 2010
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$35.2M
Employees--
Clients--
DateMar 2008
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$6M
Employees--
Clients--
DateMar 2007
Total AUM$1B
Discretionary$998.5M
Non-Disc.$5.8M
Employees--
Clients--
DateMar 2006
Total AUM$807.3M
Discretionary$802.1M
Non-Disc.$5.2M
Employees--
Clients--
DateSep 2005
Total AUM$712.4M
Discretionary$704.9M
Non-Disc.$7.5M
Employees--
Clients--
DateMar 2004
Total AUM$582.5M
Discretionary$572.3M
Non-Disc.$10.2M
Employees--
Clients--
DateJun 2001
Total AUM$504.5M
Discretionary$484M
Non-Disc.$20.4M
Employees--
Clients--