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Bradley Advisory

Updated today

Client assets under management

$72,003,048

Clients

298

6% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

149

Very High

Average account size

$241,621

About

Bradley Advisory provides investment advisory and financial planning services primarily to individual clients, and also accepts charitable organizations and corporate/business clients. The firm is registered as a representative of a broker‑dealer and as an insurance agent, and it makes brokerage and insurance products available alongside its advisory services.

The firm generally charges fees based on a percentage of assets under management and delivers ongoing portfolio management with periodic account reviews. When operating in its broker‑dealer or insurance capacities it may recommend or place securities and insurance products; the firm describes the related practices and potential conflicts in its Form ADV.

What distinguishes Bradley Advisory from many independent peers is the combination of dual industry roles (registered representative and insurance agent) with an unusually high client load per advisor — roughly 298 clients — and a client mix that includes charitable and business entities. These features can result in additional compensation arrangements and disclosures that prospective clients should review in the brochure.

Client services

Portfolio management

Fee options

Percentage

Main office location

Bradley Advisory

1081 North Reading Road

Stevens PA 17578, United States

Number of offices

1

Most active in

Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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