SourcingSourcing

RFG - BRISTOL WEALTH ADVISORS, LLC

C37
CRD 330145·SEC 801-130278·TAUNTON, MA
AUM
$985.6M
$500M-$1B
Est. Revenue
$9.9M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RFG - BRISTOL WEALTH ADVISORS, LLC
CRD
330145
SEC file #
801-130278
EIN
823283842
DBA names
Bristol Wealth Group

Economics

AUM
$985.6M
AUM band
$500M-$1B
AUM trajectory
'25'26
$876.5M → $985.6M▲ +12%
Client mix
Individuals Other732
Individuals High Net Worth104
Corporations32
Charitable Organizations11
State Or Municipal Govt6

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
5 advisors → 6 advisors▲ +20%
Primary office
TAUNTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
bristolcountysavings.com/bristol-wealth-group

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRISTOL COUNTY SAVINGS BANK
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BRISTOL COUNTY SAVINGS BANK
BRISTOL INVESTMENT SERVICES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRISTOLCOUNTYSAVINGS.COM
Rdap Domain Creation Date
2000-04-13T12:58:42Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002055104
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-12
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0002055104-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1935
Soi Zip Pct 200k Plus
0.0326
Soi Zip Returns 200k Plus
890
Soi Zip Total AGI
1,761,769
Fdic Zip Total Deposits
25,510,697,000
Fdic Zip Branch Count
381
Fdic Zip Top Banks
Bristol County Savings Bank
Webster Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
35 BROADWAY2ND FLOORTAUNTON, MA 02780
Business
35 BROADWAY2ND FLOORTAUNTON, MA 02780
Edgar EIN
823283842
Edgar Recent Filings
13F-HR2026-05-05 · 0002055104-26-000002
13F-HR2026-01-23 · 0002055104-26-000001
Fdic Zip Branches Raw
Shawmut Bank, National AssociationTaunton, MA
BayBankTaunton, MA
Fdic Zip HHI
2301.69
Fdic Zip Top Bank Share Pct
44.42
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-04-13T12:58:42Z
Rdap Domain Last Changed
2024-04-13T13:18:18Z
Rdap Nameservers
Dns1.cocci.comDns2.cocci.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI89,437
Returns7,370
Stub 2
AGI261,434
Returns6,960
Stub 3
AGI294,879
Returns4,790
Soi Zip Total Business Income
41,344
Soi Zip Total Cap Gains
36,922
Soi Zip Total Dividends
9,751
Soi Zip Total Returns
27,280
Trust Company Affiliate
No

People (6)

6
BEGIN, CARL, MICHAEL
IAR · Executive Officer · 2.5%
3048768
RICCIARDI, LOUIS, MICHAEL
IAR · Executive Officer · 2.5%
1010465
LARABEE, DEAN, ROGER
IAR · Executive Officer · 2.5%
2932134
DEVIN C. RUSS
IAR
8047930
CONNOR JAMES RUSS
IAR
7439679
MELYNA KAILEE YOUNG
IAR
7418485