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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BRISTOL WEALTH GROUP

RFG - BRISTOL WEALTH ADVISORS, LLC, CRD 330145

TAUNTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:290e7c1a-9de4-6fe2-c4c0-78fb412439c6

Data as of Jun 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 2
On other graphs: 0
Observed: Apr 15, 2024 to Jun 3, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $986MItem 5.F on the latest filing (2026-06-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $986M
Private client RAUM: $785MderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $164Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,073
Individual clients: 732
High net worth clients: 104
SEC number: 801-130278
CRD: 330145
Filings on the tape: 10
First filed: Apr 15, 2024
Latest filed: Jun 3, 2026
Organised: Limited Liability Company, MA
Website: bristolcountysavings.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LOUIS MICHAEL RICCIARDI	n/a	TAUNTON, MA	2	44	2	no
DEAN ROGER LARABEE	n/a	TAUNTON, MA	2	28	2	no
CARL MICHAEL BEGIN	Certified Financial Planner\|Chartered Financial Consultant	ATTLEBORO, MA \| TAUNTON, MA	2	27	3	no
MELYNA KAILEE YOUNG	n/a	TAUNTON, MA	2	12	1	no
CONNOR JAMES RUSS	Certified Financial Planner	TAUNTON, MA	2	14	1	no
DEVIN C. RUSS	n/a	TAUNTON, MA	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEGIN, CARL, MICHAEL	SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING	Na	yes	09/2024	Jun 3, 2026	Jun 3, 2026
BRISTOL COUNTY SAVINGS BANK	Shareholder	D	yes	11/2017	Jun 3, 2026	Jun 3, 2026
BRISTOL INVESTMENT SERVICES	Shareholder	C	yes	11/2017	Jun 3, 2026	Jun 3, 2026
LARABEE, DEAN, ROGER	CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER	Na	yes	01/2018	Jun 3, 2026	Jun 3, 2026
RICCIARDI, LOUIS, MICHAEL	PRESIDENT AND CHIEF EXECUTIVE OFFICER	Na	yes	02/2017	Jun 3, 2026	Jun 3, 2026
BEACON BANCORP	Shareholder	E	yes	11/2017	Apr 15, 2024	Dec 20, 2024
BRISTOL INVESTMENT SERVICES GROUP, INC.	Shareholder	D	yes	11/2017	Apr 15, 2024	Dec 20, 2024
RICCIARDI, LOUIS, MICHAEL	Shareholder	E	yes	11/2017	Apr 15, 2024	Dec 20, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BRISTOL COUNTY SAVINGS BANK	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Attleboro	Ma	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$986M	$986M	10	6	1	n/a	n/a
2024	Mar 25, 2025	$876M	$876M	8	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	5	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$986M	$876M	12.4%	n/a	n/a	10	8	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	5	Jun 27, 2024	Jul 3, 2024	TAUNTON, MA	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (6)

← DEVIN C. RUSSAdvisorregistration: current employment
Sep 29, 2025 to presentfactForm ADV
← LOUIS MICHAEL RICCIARDIAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV
← DEAN ROGER LARABEEAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV
← CARL MICHAEL BEGINAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV
← MELYNA KAILEE YOUNGAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV
← CONNOR JAMES RUSSAdvisorregistration: current employment
Jul 3, 2024 to presentfactForm ADV

Controls (6)

← RICCIARDI, LOUIS, MICHAELOwnerSHAREHOLDER, ownership code E, individual
Apr 15, 2024 to Dec 20, 2024factForm ADV
← LARABEE, DEAN, ROGEROwnerCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 15, 2024 to Dec 20, 2024factForm ADV
← BEGIN, CARL, MICHAELOwnerSENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING, ownership code NA, individual
Apr 15, 2024 to Dec 20, 2024factForm ADV
← BEACON BANCORPOwnerSHAREHOLDER, ownership code E, domestic entity
Apr 15, 2024 to Dec 20, 2024factForm ADV
← BRISTOL COUNTY SAVINGS BANKOwnerSHAREHOLDER, ownership code D, domestic entity
Apr 15, 2024 to Dec 20, 2024factForm ADV
← BRISTOL INVESTMENT SERVICES GROUP, INC.OwnerSHAREHOLDER, ownership code D, domestic entity
Apr 15, 2024 to Dec 20, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser5 advisors, team lift out
Jun 27, 2024 to Jul 3, 2024factForm ADV

Dated events

Occurred
Jun 27, 2024
Team lift-out
5 advisors left Raymond James Financial Services Advisors, Inc (Taunton, MA) for Bristol Wealth Group within 5 days
Form ADVobserved 5 days ago
5 advisors
Occurred
Apr 15, 2024
First Form ADV filing
Bristol Wealth Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:290e7c1a-9de4-6fe2-c4c0-78fb412439c6
First observed: Apr 15, 2024
Last observed: Jun 3, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BRISTOL WEALTH GROUP

RFG - BRISTOL WEALTH ADVISORS, LLC, CRD 330145

TAUNTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:290e7c1a-9de4-6fe2-c4c0-78fb412439c6

Data as of Jun 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LOUIS MICHAEL RICCIARDI

n/a

TAUNTON, MA

DEAN ROGER LARABEE

n/a

TAUNTON, MA

CARL MICHAEL BEGIN

Certified Financial Planner|Chartered Financial Consultant

ATTLEBORO, MA | TAUNTON, MA

MELYNA KAILEE YOUNG

n/a

TAUNTON, MA

CONNOR JAMES RUSS

Certified Financial Planner

TAUNTON, MA

DEVIN C. RUSS

n/a

TAUNTON, MA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEGIN, CARL, MICHAEL

SENIOR VICE PRESIDENT AND DIRECTOR OF FINANCIAL PLANNING

yes

09/2024

Jun 3, 2026

BRISTOL COUNTY SAVINGS BANK

Shareholder

yes

11/2017

Jun 3, 2026

BRISTOL INVESTMENT SERVICES

Shareholder

yes

11/2017

Jun 3, 2026

LARABEE, DEAN, ROGER

CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

yes

01/2018

Jun 3, 2026

RICCIARDI, LOUIS, MICHAEL

PRESIDENT AND CHIEF EXECUTIVE OFFICER

yes

02/2017

Jun 3, 2026

BEACON BANCORP

Shareholder

yes

11/2017

Apr 15, 2024

Dec 20, 2024

BRISTOL INVESTMENT SERVICES GROUP, INC.

Shareholder

yes

11/2017

Apr 15, 2024

Dec 20, 2024

RICCIARDI, LOUIS, MICHAEL

Shareholder

yes

11/2017

Apr 15, 2024

Dec 20, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BRISTOL COUNTY SAVINGS BANK

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Attleboro

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$986M

n/a

2024

Mar 25, 2025

$876M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$986M

$876M

12.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jun 27, 2024

Jul 3, 2024

TAUNTON, MA

Team lift out

Ibd to new firm

0.1%