# Financial advisors in Bridgeport, CT

> AdvisorCensus lists 635 investment advisory firms with a principal office in the Bridgeport metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ct/bridgeport

## At a glance

- Investment advisory firms: 635
- Registration: SEC-registered investment adviser: 391, State-registered investment adviser: 80, Exempt reporting adviser: 164
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 74 (16%); Percentage of assets 434 (92%); Hourly charges 50 (11%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 108 (23%); Commissions 5 (1%); Performance-based fees 305 (65%); Other 85 (18%); No compensation arrangements reported 164
- Regulatory assets under management (Item 5.F): Under $25 million 40 (6%); $25 million to $100 million 36 (6%); $100 million to $500 million 130 (20%); $500 million to $1 billion 59 (9%); $1 billion to $5 billion 117 (18%); Over $5 billion 71 (11%); Not reported 182 (29%)
- Years registered: Under 5 years 269 (42%); 5 to 9 years 122 (19%); 10 to 19 years 153 (24%); 20 years or more 83 (13%); Not reported 8 (1%)

## Firms (page 1 of 13, 1 to 50 of 635, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [108 Biocapital Growth Fund, LP](https://advisorcensus.com/firm/108-biocapital-growth-fund-lp-danbury-ct-339648) ([md](https://advisorcensus.com/firm/108-biocapital-growth-fund-lp-danbury-ct-339648.md)) | 339648 | Danbury, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [11 Capital Partners LP](https://advisorcensus.com/firm/11-capital-partners-lp-darien-ct-306165) ([md](https://advisorcensus.com/firm/11-capital-partners-lp-darien-ct-306165.md)) | 306165 | Darien, CT | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [1543 Capital LP](https://advisorcensus.com/firm/1543-capital-lp-greenwich-ct-305398) ([md](https://advisorcensus.com/firm/1543-capital-lp-greenwich-ct-305398.md)) | 305398 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [1707 Capital, LLC](https://advisorcensus.com/firm/1707-capital-llc-greenwich-ct-331955) ([md](https://advisorcensus.com/firm/1707-capital-llc-greenwich-ct-331955.md)) | 331955 | Greenwich, CT | Exempt reporting adviser | Not reported | 2 | Not reported |
| [199 Capital Management LLC](https://advisorcensus.com/firm/199-capital-management-llc-darien-ct-329482) ([md](https://advisorcensus.com/firm/199-capital-management-llc-darien-ct-329482.md)) | 329482 | Darien, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [3 Boomerang Capital, LP](https://advisorcensus.com/firm/3-boomerang-capital-lp-greenwich-ct-326929) ([md](https://advisorcensus.com/firm/3-boomerang-capital-lp-greenwich-ct-326929.md)) | 326929 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [33 Capital Management LLC](https://advisorcensus.com/firm/33-capital-management-llc-greenwich-ct-326780) ([md](https://advisorcensus.com/firm/33-capital-management-llc-greenwich-ct-326780.md)) | 326780 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee, Other |
| [37SPRUCE Investment Partners, LLC](https://advisorcensus.com/firm/37spruce-investment-partners-llc-greenwich-ct-340176) ([md](https://advisorcensus.com/firm/37spruce-investment-partners-llc-greenwich-ct-340176.md)) | 340176 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [5th Street Advisors, LLC](https://advisorcensus.com/firm/5th-street-advisors-llc-southport-ct-140165) ([md](https://advisorcensus.com/firm/5th-street-advisors-llc-southport-ct-140165.md)) | 140165 | Southport, CT | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [67 Capital Management, LLC](https://advisorcensus.com/firm/67-capital-management-llc-greenwich-ct-339144) ([md](https://advisorcensus.com/firm/67-capital-management-llc-greenwich-ct-339144.md)) | 339144 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [A&M Capital](https://advisorcensus.com/firm/a-and-m-capital-greenwich-ct-163576) ([md](https://advisorcensus.com/firm/a-and-m-capital-greenwich-ct-163576.md)) | 163576 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee, Other |
| [A.G.P / Alliance Global Partners](https://advisorcensus.com/firm/a-g-p-alliance-global-partners-westport-ct-8361) ([md](https://advisorcensus.com/firm/a-g-p-alliance-global-partners-westport-ct-8361.md)) | 8361 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Other |
| [A.L. Stuart Investments, LLC](https://advisorcensus.com/firm/a-l-stuart-investments-llc-greenwich-ct-158974) ([md](https://advisorcensus.com/firm/a-l-stuart-investments-llc-greenwich-ct-158974.md)) | 158974 | Greenwich, CT | Exempt reporting adviser | Not reported | 7 | Not reported |
| [ABS Global Investments](https://advisorcensus.com/firm/abs-global-investments-stamford-ct-127290) ([md](https://advisorcensus.com/firm/abs-global-investments-stamford-ct-127290.md)) | 127290 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Abundant Wealth Management LLC](https://advisorcensus.com/firm/abundant-wealth-management-llc-stamford-ct-331285) ([md](https://advisorcensus.com/firm/abundant-wealth-management-llc-stamford-ct-331285.md)) | 331285 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Accelfoods Partners, LLC](https://advisorcensus.com/firm/accelfoods-partners-llc-greenwich-ct-287611) ([md](https://advisorcensus.com/firm/accelfoods-partners-llc-greenwich-ct-287611.md)) | 287611 | Greenwich, CT | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Achieve Retirement & Wealth Management, LLC](https://advisorcensus.com/firm/achieve-retirement-and-wealth-management-llc-ridgefield-ct-336486) ([md](https://advisorcensus.com/firm/achieve-retirement-and-wealth-management-llc-ridgefield-ct-336486.md)) | 336486 | Ridgefield, CT | State-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [ACK Asset Management LLC](https://advisorcensus.com/firm/ack-asset-management-llc-greenwich-ct-155136) ([md](https://advisorcensus.com/firm/ack-asset-management-llc-greenwich-ct-155136.md)) | 155136 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Performance fee |
| [Activant Capital Group LLC](https://advisorcensus.com/firm/activant-capital-group-llc-darien-ct-173856) ([md](https://advisorcensus.com/firm/activant-capital-group-llc-darien-ct-173856.md)) | 173856 | Darien, CT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Adaptation Ventures LLC](https://advisorcensus.com/firm/adaptation-ventures-llc-westport-ct-341422) ([md](https://advisorcensus.com/firm/adaptation-ventures-llc-westport-ct-341422.md)) | 341422 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Adriatic Wealth Management LLC](https://advisorcensus.com/firm/adriatic-wealth-management-llc-norwalk-ct-287493) ([md](https://advisorcensus.com/firm/adriatic-wealth-management-llc-norwalk-ct-287493.md)) | 287493 | Norwalk, CT | State-registered investment adviser | Under $25 million | 9 | % of assets |
| [Advanced Capital Advisors, LLC](https://advisorcensus.com/firm/advanced-capital-advisors-llc-fairfield-ct-113628) ([md](https://advisorcensus.com/firm/advanced-capital-advisors-llc-fairfield-ct-113628.md)) | 113628 | Fairfield, CT | State-registered investment adviser | $100 million to $500 million | 26 | % of assets, Hourly |
| [Advenio Capital Management LLC](https://advisorcensus.com/firm/advenio-capital-management-llc-greenwich-ct-282213) ([md](https://advisorcensus.com/firm/advenio-capital-management-llc-greenwich-ct-282213.md)) | 282213 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aethel Capital Management](https://advisorcensus.com/firm/aethel-capital-management-cos-cob-ct-306697) ([md](https://advisorcensus.com/firm/aethel-capital-management-cos-cob-ct-306697.md)) | 306697 | Cos Cob, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Aetos Capital Real Estate](https://advisorcensus.com/firm/aetos-capital-real-estate-greenwich-ct-156128) ([md](https://advisorcensus.com/firm/aetos-capital-real-estate-greenwich-ct-156128.md)) | 156128 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [AF Ventures](https://advisorcensus.com/firm/af-ventures-greenwich-ct-299338) ([md](https://advisorcensus.com/firm/af-ventures-greenwich-ct-299338.md)) | 299338 | Greenwich, CT | Exempt reporting adviser | Not reported | 7 | Not reported |
| [Agilis Investment Management LLC](https://advisorcensus.com/firm/agilis-investment-management-llc-wilton-ct-336358) ([md](https://advisorcensus.com/firm/agilis-investment-management-llc-wilton-ct-336358.md)) | 336358 | Wilton, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [AIP Capital Advisors LLC](https://advisorcensus.com/firm/aip-capital-advisors-llc-stamford-ct-328465) ([md](https://advisorcensus.com/firm/aip-capital-advisors-llc-stamford-ct-328465.md)) | 328465 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [AIS Capital Management L.P.](https://advisorcensus.com/firm/ais-capital-management-l-p-wilton-ct-107971) ([md](https://advisorcensus.com/firm/ais-capital-management-l-p-wilton-ct-107971.md)) | 107971 | Wilton, CT | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, Performance fee |
| [Albion Trinity Capital Management, LLC](https://advisorcensus.com/firm/albion-trinity-capital-management-llc-westport-ct-342424) ([md](https://advisorcensus.com/firm/albion-trinity-capital-management-llc-westport-ct-342424.md)) | 342424 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alerion Partners, LLC](https://advisorcensus.com/firm/alerion-partners-llc-fairfield-ct-161669) ([md](https://advisorcensus.com/firm/alerion-partners-llc-fairfield-ct-161669.md)) | 161669 | Fairfield, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alexander Capital Advisors, LLC](https://advisorcensus.com/firm/alexander-capital-advisors-llc-new-canaan-ct-140508) ([md](https://advisorcensus.com/firm/alexander-capital-advisors-llc-new-canaan-ct-140508.md)) | 140508 | New Canaan, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Alpine Hill Advisors LLC](https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412) ([md](https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412.md)) | 325412 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Altai Ventures Advisors, LLC](https://advisorcensus.com/firm/altai-ventures-advisors-llc-westport-ct-316039) ([md](https://advisorcensus.com/firm/altai-ventures-advisors-llc-westport-ct-316039.md)) | 316039 | Westport, CT | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Altrinsic Global Advisors, LLC](https://advisorcensus.com/firm/altrinsic-global-advisors-llc-stamford-ct-109678) ([md](https://advisorcensus.com/firm/altrinsic-global-advisors-llc-stamford-ct-109678.md)) | 109678 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Performance fee |
| [Altus Capital Partners, Inc.](https://advisorcensus.com/firm/altus-capital-partners-inc-wilton-ct-159529) ([md](https://advisorcensus.com/firm/altus-capital-partners-inc-wilton-ct-159529.md)) | 159529 | Wilton, CT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Ambina Partners LLC](https://advisorcensus.com/firm/ambina-partners-llc-greenwich-ct-298373) ([md](https://advisorcensus.com/firm/ambina-partners-llc-greenwich-ct-298373.md)) | 298373 | Greenwich, CT | Exempt reporting adviser | Not reported | 7 | Not reported |
| [AMG Funds LLC](https://advisorcensus.com/firm/amg-funds-llc-stamford-ct-153456) ([md](https://advisorcensus.com/firm/amg-funds-llc-stamford-ct-153456.md)) | 153456 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Performance fee |
| [Amphora Equity Partners LLC](https://advisorcensus.com/firm/amphora-equity-partners-llc-greenwich-ct-336575) ([md](https://advisorcensus.com/firm/amphora-equity-partners-llc-greenwich-ct-336575.md)) | 336575 | Greenwich, CT | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Amulet Capital Partners, L.P.](https://advisorcensus.com/firm/amulet-capital-partners-l-p-greenwich-ct-172012) ([md](https://advisorcensus.com/firm/amulet-capital-partners-l-p-greenwich-ct-172012.md)) | 172012 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Anabranch Capital Management, LP](https://advisorcensus.com/firm/anabranch-capital-management-lp-stamford-ct-309151) ([md](https://advisorcensus.com/firm/anabranch-capital-management-lp-stamford-ct-309151.md)) | 309151 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Other |
| [Antipodean Advisors LLC](https://advisorcensus.com/firm/antipodean-advisors-llc-monroe-ct-155091) ([md](https://advisorcensus.com/firm/antipodean-advisors-llc-monroe-ct-155091.md)) | 155091 | Monroe, CT | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Performance fee |
| [Apex Capital Management (new York) LLC](https://advisorcensus.com/firm/apex-capital-management-new-york-llc-southport-ct-150682) ([md](https://advisorcensus.com/firm/apex-capital-management-new-york-llc-southport-ct-150682.md)) | 150682 | Southport, CT | State-registered investment adviser | Not reported | 13 | Other |
| [AQR Arbitrage, LLC](https://advisorcensus.com/firm/aqr-arbitrage-llc-greenwich-ct-114626) ([md](https://advisorcensus.com/firm/aqr-arbitrage-llc-greenwich-ct-114626.md)) | 114626 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets, Performance fee |
| [AQR Capital Management, LLC](https://advisorcensus.com/firm/aqr-capital-management-llc-greenwich-ct-111883) ([md](https://advisorcensus.com/firm/aqr-capital-management-llc-greenwich-ct-111883.md)) | 111883 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Performance fee, Other |
| [AQR Flex Management, LLC](https://advisorcensus.com/firm/aqr-flex-management-llc-greenwich-ct-342478) ([md](https://advisorcensus.com/firm/aqr-flex-management-llc-greenwich-ct-342478.md)) | 342478 | Greenwich, CT | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee |
| [Aqualis Partners LLC](https://advisorcensus.com/firm/aqualis-partners-llc-darien-ct-342218) ([md](https://advisorcensus.com/firm/aqualis-partners-llc-darien-ct-342218.md)) | 342218 | Darien, CT | SEC-registered investment adviser | Not reported | 0 | % of assets, Performance fee |
| [Araglan Capital Management , LLC](https://advisorcensus.com/firm/araglan-capital-management-llc-stamford-ct-152150) ([md](https://advisorcensus.com/firm/araglan-capital-management-llc-stamford-ct-152150.md)) | 152150 | Stamford, CT | State-registered investment adviser | Under $25 million | 16 | % of assets, Hourly |
| [Ararat Capital Management LP](https://advisorcensus.com/firm/ararat-capital-management-lp-westport-ct-291783) ([md](https://advisorcensus.com/firm/ararat-capital-management-lp-westport-ct-291783.md)) | 291783 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Arbour Lane Capital Management LP](https://advisorcensus.com/firm/arbour-lane-capital-management-lp-stamford-ct-298198) ([md](https://advisorcensus.com/firm/arbour-lane-capital-management-lp-stamford-ct-298198.md)) | 298198 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |

- Next page: https://advisorcensus.com/advisors/ct/bridgeport/page/2.md

## Questions people ask

**How many financial advisory firms are there in Bridgeport, CT?**
AdvisorCensus lists 635 investment advisory firms with a principal office in the Bridgeport metro area, from Form ADV filings as of October 2026: 391 SEC-registered, 80 state-registered, and 164 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Bridgeport, CT?**
74 of the 635 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Bridgeport, CT offer financial planning?**
83 of the 471 firms in Bridgeport, CT that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Bridgeport, CT fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 74 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Every firm in this list as CSV: https://advisorcensus.com/advisors/ct/bridgeport.csv

Cite as: AdvisorCensus. Financial advisors in Bridgeport, CT: 635 firms from Form ADV filings as of October 2026.