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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Bristol, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Bristol, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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