Bradford Wealth Management

What Bradford Wealth Management does

Bradford Wealth Management is an independent, privately held wealth management practice headquartered in Southern Pines, North Carolina, founded in 2010 by Justin Bradford. The firm provides wealth management, investment guidance, and insurance-related solutions to individual clients and small-to-medium sized businesses in the Pinehurst/Southern Pines region and broader North Carolina market. Securities and advisory services are delivered through an outsourced broker-dealer relationship with LPL Financial, a Registered Investment Advisor and FINRA/SIPC member, with payroll services for SMB clients routed through ADP.

The firm's core product suite comprises four offerings: Asset Management (diversified allocation across account types and investment styles), Retirement Planning (personal and business plans including 401(k), SEP, SIMPLE, and Defined Benefit plan administration), Comprehensive Financial Planning (goal-prioritized integrated advice and ongoing monitoring), and Investment Planning (long-term strategy assessment and adjustment). The practice positions itself as an independent advisor using established research methods, embedding a team-based approach that coordinates with each client's legal, accounting, and administrative professionals.

Revenue is generated through fee-based advisory engagements, with revenue mechanics dependent on AUM and planning fees standard for LPL-affiliated RIAs. The go-to-market motion is enterprise/field sales: direct, consultative engagement by a small advisor team, primarily through the corporate website and referrals, serving a horizontal mix of individuals and SMBs. Headcount is in the 1–10 range with founder ownership and no disclosed institutional investment.

Name

Bradford Wealth Management

Legal name

Bradford Wealth Management

Website

https://bradfordwealth.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Short description

Bradford Wealth Management is an independent, LPL Financial-affiliated wealth management practice in Southern Pines, North Carolina, founded in 2010, offering asset management, retirement planning, financial planning, and investment planning to individuals and small-to-medium businesses.

Ownership category

akta.pro rank

Product category

Wealth Management Services

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Retirement planning
• Investment advisory
• Financial planning
• Asset management

Headquarters

HQ city

Southern Pines

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: Fee-based advisory services for wealth management, retirement planning, and investment planning. Securities and advisory services are offered through LPL Financial as a Registered Investment Advisor.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Bradford Wealth Management is an independent wealth management practice that provides Asset Management, Retirement Planning, Comprehensive Financial Planning, and Investment Planning services to individual clients and small-to-medium sized businesses. Securities and advisory services are offered through LPL Financial as a Registered Investment Advisor, and the firm coordinates with clients' legal, accounting, and administrative teams to build investment and financial platforms that reduce taxation and support employee retirement and benefits programs.

Product overview

Bradford Wealth Management is an independent wealth management practice offering a unified suite of financial advisory services. The company's core offerings include Asset Management for investment diversification, Retirement Planning (covering both personal and business needs, including plan administration for 401(k), SEP, SIMPLE, and Defined Benefit plans), Comprehensive Financial Planning for integrated goal-based advice, and Investment Planning for long-term strategy development and adjustment. The firm primarily serves individuals and small to medium-sized businesses seeking retirement plan services and financial planning.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• LPL FinancialcoreTechnology or IntegrationSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. LPL Financial provides the broker-dealer and RIA infrastructure for Bradford Wealth Management to offer securities and advisory services to clients.

Scale indicators2 records

Recent moves4 records

Expansion highlights2 records

Direct peers

• Edward Jones: Large national advisor network providing wealth management and retirement planning to individuals and SMBs through a branch-based, independent-financial-advisor model very similar to Bradford's LPL-affiliated advisor model.
• Cetera Financial Specialists: Independent broker-dealer and RIA network that hosts affiliated financial advisors serving individuals and small businesses with wealth management and retirement planning — directly comparable operating model to Bradford's LPL affiliation.
• Cambridge Investment Research: Independent broker-dealer supporting affiliated RIAs offering retirement, investment, and financial planning to individuals and SMBs — parallel affiliation model to Bradford's LPL-hosted practice.
• Kestra Financial: Independent wealth platform that supports affiliated advisors offering retirement, investment, and financial-planning services to individuals and small businesses — comparable independent-advisor model.
• Commonwealth Financial Network: Independent broker-dealer/RIA supporting affiliated advisors who deliver wealth management and retirement-plan services to individuals and small-to-mid businesses — directly comparable independent-advisor business model.

Broad incumbents

• LPL Financial: The broker-dealer/host platform through which Bradford delivers securities and advisory services; relevant as both ecosystem counterpart and broader incumbent shaping fees, compliance, and product access for affiliated advisors.
• Ameriprise Financial: Large diversified wealth-management and retirement-plan franchise serving individuals and SMBs through a national advisor network — overlapping offering across Bradford's core products at much greater scale.
• Fisher Investments: Large RIA providing discretionary portfolio and wealth management to individuals, families, and institutions — broadly comparable wealth-advisory positioning even though the model is more institutional.

Emerging players

• Mariner Wealth Advisors: National RIA platform that has aggressively acquired independent advisors serving HNW and SMB clients — directly relevant as both competitor for clients and consolidator option for Bradford itself.
• Creative Planning: Fast-growing national RIA consolidator targeting independent wealth managers and offering 401(k) and retirement-plan services to SMBs — represents an active acquirer and competitor in Bradford's exact niche.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bradford Wealth Management