Rfg - Bristol Wealth Advisors, LLC
● SEC registered since 2024CRD 330145SEC# 801-130278Taunton, MA
Reg. AUM
$985.6M
Employees
10
Accounts
2,073
Location
Taunton, MA
Rfg - Bristol Wealth Advisors, LLC assets under management
Rfg - Bristol Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Taunton, MA. The firm has been registered since 2024. It reports $985.6 million in regulatory assets under management and employs 10 people.
Rfg - Bristol Wealth Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bristol County Savings Bank Control | Shareholder | 50-75% | 2017 |
| Bristol Investment Services Group, Inc. Control | Shareholder | 25-50% | 2017 |
| Carl Michael Begin Control | Senior Vice President And Director Of Financial Planning | Under 5% | 2024 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Rfg - Bristol Wealth Advisors, LLC manage?
Rfg - Bristol Wealth Advisors, LLC reports $985.6 million in regulatory assets under management on its Form ADV.
How many employees does Rfg - Bristol Wealth Advisors, LLC have?
Rfg - Bristol Wealth Advisors, LLC reports 10 employees.
Where is Rfg - Bristol Wealth Advisors, LLC located?
Rfg - Bristol Wealth Advisors, LLC is based in Taunton, MA and has been SEC-registered since 2024.
Does Rfg - Bristol Wealth Advisors, LLC disclose fund performance?
Rfg - Bristol Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 35 Broadway, 2nd Floor, Taunton, MA 02780 |
| Phone | (508) 822-0122 |
| Fax | (508) 822-0052 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$985.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$985.6Mregulatory AUM
Discretionary $985.6M