Bristol Wealth Group logo

Bristol Wealth Group

Updated today

Client assets under management

$785,105,792

Clients

836

12% high-net worth

Advisors

6

of 10 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

139

Very High

Average account size

$939,122

About

Bristol Wealth Group provides financial planning and discretionary wealth management to a mix of individual and high‑net‑worth clients as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporations. Services described in the brochure include tailored financial plans, ongoing portfolio management across individual equities, bonds, mutual funds and ETFs, and implementation support where requested.

The firm says it builds client portfolios using fundamental analysis and develops individualized investment policies based on each client’s goals, risk tolerance, and time horizon, with discretionary trading authority used for most managed accounts. Account monitoring and reviews are performed on an ongoing basis with at least annual formal reviews, and the firm commonly custody and executes trades through Schwab institutional platforms.

What distinguishes the firm within its peer group is its bank‑affiliated ownership structure — the adviser is owned in part by Bristol County Savings Bank and operates under the bank’s wealth platform — and the firm’s evident overlap with other financial services: multiple investment‑adviser representatives are licensed insurance agents and may receive commissions on insurance transactions. The brochure also highlights experience with institutional and public‑sector retirement arrangements (including pension plans and a staff member’s role on a regional school OPEB board), a set of services and affiliations that are less common among similarly sized advisory teams.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning Cash flow / budgeting

Fee options

Fixed

Typically $500 to $5,000 depending on complexity

Percentage

Maximum 1.50% annually

Project-based

$350 per hour

Other

Account minimum: $100,000

Main office location

Bristol Wealth Group

35 Broadway, 2 Nd Floor

Taunton MA 02780, United States

Number of offices

2

Most active in

Connecticut · Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Rhode Island · South Carolina · Texas · Vermont · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Connor R

CFP®, Series 66

Taunton, MA

Bristol Wealth Group

Connor Russ is a CFP® and holds a Series 66 license with four years of industry experience. He is currently an advisor at Bristol Wealth Group and previously worked at Raymond James Financial Services Advisors and Bristol County Savings Bank. Outside of his financial career, he serves as a football official for youth and high school games through the Southeastern MA Football Officials Association. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and employs a fundamental analysis approach with tailored investment policies.

Wealth management General retirement planning Cash flow / budgeting
user avatar

Dean L

Series 63, Series 66

Taunton, MA

Bristol Wealth Group

Dean Larabee is a financial advisor with Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior experience includes roles at Raymond James Financial Services Advisors, Inc. and Ricciardi Financial Group. He serves as chairperson of the Berkley Public Library Building Committee, a nonprofit organization. Bristol Wealth Group provides financial planning and discretionary wealth and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis tailored to individual investment policies.

Wealth management General retirement planning Cash flow / budgeting
user avatar

Louis R

Series 63, Series 66

Taunton, MA

Bristol Wealth Group

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Raymond James Financial Services Advisors and Private Client Services. Ricciardi serves on several nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is president of the Taunton Development Corporation board. Bristol Wealth Group provides financial planning and discretionary portfolio management for individuals, trusts, estates, and institutional clients. The firm manages approximately $876 million in discretionary assets, employs fundamental analysis to build tailored portfolios, and operates as a fiduciary with a structure linked to a regional savings bank.

Wealth management General retirement planning Cash flow / budgeting
user avatar

Devin R

Series 63, Series 65

Taunton, MA

Bristol Wealth Group

Devin Russ is a financial advisor at Bristol Wealth Group in Taunton, MA, holding Series 63 and Series 65 licenses. He has been with Bristol Wealth Group since 2025 and has prior experience at Fidelity Investments and in various educational and public sector roles. Outside of his advisory work, Devin serves as a football official for youth and high school games with the Southern Massachusetts Football Officials Association. Bristol Wealth Group provides financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm manages portfolios using fundamental analysis and tailored investment policies, offering fiduciary services and written financial plans.

Wealth management General retirement planning Cash flow / budgeting
user avatar

Carl B

CFP®, ChFC®, Series 63, Series 66

Attleboro, MA

Bristol Wealth Group

Carl Begin is a financial advisor with Bristol Wealth Group in Attleboro, MA. He holds the CFP® and ChFC® designations and has 12 years of industry experience, including roles at Raymond James Financial and Bristol County Savings Bank. Bristol Wealth Group offers financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages portfolios based on fundamental analysis and tailored investment policies, serving a diverse client base with a fiduciary approach.

Wealth management General retirement planning Cash flow / budgeting
user avatar

Melyna Y

Series 66

Taunton, MA

Bristol Wealth Group

Melyna Young is a financial advisor with Bristol Wealth Group in Taunton, MA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Bristol County Savings Bank, and Alan Siegel Financial Services. Bristol Wealth Group provides financial planning and discretionary wealth management for individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $876 million in discretionary client assets and builds portfolios using fundamental analysis and tailored investment policies.

Wealth management General retirement planning Cash flow / budgeting
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