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RIA comparison · SEC Form ADV

Apella Wealth vs Bradley Foster & Sargent Inc

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Apella Wealth is the larger of the two, with $11B in regulatory assets to $9.1B at Bradley Foster & Sargent Inc, 22% more than its rival, by their latest Form ADV filings. Apella Wealth reports more individual clients (8,139 vs 1,840), while Bradley Foster & Sargent Inc’s clients hold more on average (about $4.4 million each against $1.3 million). Both are based in Connecticut: Apella Wealth in West Hartford and Bradley Foster & Sargent Inc in Hartford.

FigureApella WealthBradley Foster & Sargent Inc
Regulatory AUM$11B$9.1B
National rank#86#114
HeadquartersWest Hartford, ConnecticutHartford, Connecticut
Individual clients8,1391,840
High-net-worth clients3,5911,013
Average client assets$1.3 million$4.4 million
Accounts24,0584,971
Discretionary79% of AUM100% of AUM
Employees17961
Advisory staff8832
Clients per advisory employee9258
Offices389
Form ADV filed2026-09-082026-04-06

Apella Wealth

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management
  • Other

Bradley Foster & Sargent Inc

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Apella Wealth or Bradley Foster & Sargent Inc?

Apella Wealth, with $11B in regulatory assets under management against $9.1B at Bradley Foster & Sargent Inc. Nationally they rank #86 and #114 among 5,657 independent wealth management RIAs.

How many clients do Apella Wealth and Bradley Foster & Sargent Inc have?

Apella Wealth reports 8,139 individual clients (3,591 high-net-worth) with 88 advisory employees; Bradley Foster & Sargent Inc reports 1,840 (1,013 high-net-worth) with 32 advisory employees.

How do Apella Wealth and Bradley Foster & Sargent Inc charge clients?

Only Apella Wealth lists other forms of compensation on Form ADV. Only Bradley Foster & Sargent Inc lists fixed fees. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Apella Wealth and Bradley Foster & Sargent Inc offer?

Bradley Foster & Sargent Inc lists portfolio management for investment companies; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; educational seminars and workshops, which Apella Wealth does not. Both offer financial planning; portfolio management for individuals and small businesses.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Apella Wealth ↗, Bradley Foster & Sargent Inc ↗. How to check a financial advisor →