Top financial advisors in Bristol, CT
We’ve curated a list of the best financial advisors in Bristol, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$201,251,887
Number of advisors
16 advisors
| $201,251,887 | 16 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bristol, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bristol. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
William Joseph Capital Management, Inc.
William Joseph Capital Management, Inc. is an SEC-registered investment advisory firm based in Connecticut, established in 2015 by Mr. Matthew Thomas Sweeney, Mr. Joseph “Jody” Elzie Goss, and Mr. Justin Bolmgren. The firm specializes in offering Wealth Management services, including advisory and financial planning services under the name "Admiralty Private Client Group." Clients can have their portfolios managed on a discretionary or non-discretionary basis, with services tailored to their financial and investment profiles. The firm uses qualified custodians like Schwab Advisor Services and other custodians to maintain custody of client funds and securities. Investment strategies include asset allocation, concentrated positions, and investments in small and large capitalization companies, among others. The firm employs various methods of analysis such as technical, fundamental, cyclical, quantitative, and qualitative analysis to provide investment advice. Clients have the option to place reasonable restrictions on their investments, and the firm may refer clients to sub-advisors for specialized investment strategies. Fees for advisory services range between 0.60% and 1.35% annually, billed quarterly, with negotiable fees for custom management and wealth management services. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, high-net-worth individuals, charitable organizations, and businesses, with no minimum account size for advisory services. The firm does not have any disciplinary information to report and maintains high ethical standards, acting in the best interests of clients.
$201,251,887 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION OF OTHER ADVISERS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bristol, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bristol. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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