AdvisorCensus / Financial advisors / Connecticut / Bridgeport, CT / Charles Schwab
Financial advisors in Bridgeport, CT using Charles Schwab
49 SEC-registered investment advisory firms headquartered in the Bridgeport, CT metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 5th Street Advisors, LLC | Southport | SEC-registered investment adviser | $500 million to $1 billion |
| Agilis Investment Management LLC | Wilton | SEC-registered investment adviser | $100 million to $500 million |
| Alexander Capital Advisors, LLC | New Canaan | SEC-registered investment adviser | $100 million to $500 million |
| Aspetuck Financial Management LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Asset Management Group, Inc. | Stamford | SEC-registered investment adviser | $500 million to $1 billion |
| August Wealth Advisors LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Avity Investment Management Inc. | Greenwich | SEC-registered investment adviser | $1 billion to $5 billion |
| Avos Capital Management, LLC | Darien | SEC-registered investment adviser | $100 million to $500 million |
| Ayrshire Capital Management LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Basso Capital Management, L.P. | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Baxter Investment Management | Riverside | SEC-registered investment adviser | $1 billion to $5 billion |
| Benin Management Corp | Redding | SEC-registered investment adviser | $500 million to $1 billion |
| Bourgeon Capital Management LLC | Darien | SEC-registered investment adviser | $1 billion to $5 billion |
| Castlekeep Investment Advisors | Westport | SEC-registered investment adviser | $500 million to $1 billion |
| Catum Advisory Group, LLC. | Wilton | SEC-registered investment adviser | $100 million to $500 million |
| Charter Research & Investment Group Inc | Southport | SEC-registered investment adviser | $100 million to $500 million |
| Clear Harbor Asset Management, LLC | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Colchester Investment Counsel LLC | Ridgefield | SEC-registered investment adviser | $100 million to $500 million |
| Colter Lewis Investment Partners, LLC | Greenwich | SEC-registered investment adviser | $1 billion to $5 billion |
| Dunbar Associates, LLC | Monroe | SEC-registered investment adviser | $100 million to $500 million |
| Fairfield, Bush & Co. | Darien | SEC-registered investment adviser | $500 million to $1 billion |
| Gilman Hill Asset Management, LLC | New Canaan | SEC-registered investment adviser | $1 billion to $5 billion |
| Greenhouse Wealth Management, LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Greenwich Advisors, LLC | Greenwich | SEC-registered investment adviser | $100 million to $500 million |
| Hardman Johnston Global Advisors LLC | Stamford | SEC-registered investment adviser | Over $5 billion |
| Hoya Capital Real Estate, LLC | Rowayton | SEC-registered investment adviser | $100 million to $500 million |
| HTG Investment Advisors Inc | New Canaan | SEC-registered investment adviser | $1 billion to $5 billion |
| Integra Global Advisors LLC | Stamford | SEC-registered investment adviser | $500 million to $1 billion |
| LCR Wealth Management LLC | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Loretta Nolan Associates, LLC | Old Greenwich | SEC-registered investment adviser | $100 million to $500 million |
| Moneco Advisors | Fairfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Morse Asset Management, Inc. | Darien | SEC-registered investment adviser | $500 million to $1 billion |
| New Edge Wealth | Stamford | SEC-registered investment adviser | Over $5 billion |
| Night Owl Capital Management, LLC | Greenwich | SEC-registered investment adviser | $1 billion to $5 billion |
| Oak Financial Group Inc | Stamford | SEC-registered investment adviser | $100 million to $500 million |
| Pettee Investors Inc | Rowayton | SEC-registered investment adviser | $100 million to $500 million |
| Quorus Inc. | Westport | SEC-registered investment adviser | $100 million to $500 million |
| Ridgeview Asset Management Partners, LLC | Stamford | SEC-registered investment adviser | $100 million to $500 million |
| Riskbridge Advisors, LLC | Norwalk | SEC-registered investment adviser | $500 million to $1 billion |
| RJA Asset Management LLC | Stamford | SEC-registered investment adviser | $500 million to $1 billion |
| Round Rock Advisors LLC | Wilton | SEC-registered investment adviser | $500 million to $1 billion |
| Scholtz & Company, LLC | Stamford | SEC-registered investment adviser | $100 million to $500 million |
| Sovereign Financial Group, Inc. | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Sprott Asset Management USA Inc. | Darien | SEC-registered investment adviser | Over $5 billion |
| Stonebridge Advisors LLC | Wilton | SEC-registered investment adviser | Over $5 billion |
| Talson Capital Management L.P. | Stamford | SEC-registered investment adviser | $1 billion to $5 billion |
| Third View Private Wealth | Westport | SEC-registered investment adviser | $1 billion to $5 billion |
| Trivium Point Advisory, LLC | Wilton | SEC-registered investment adviser | $1 billion to $5 billion |
| Vision Investment Advisors, LLC | Stamford | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
Cite this page
AdvisorCensus. Financial advisors in Bridgeport, CT using Charles Schwab. https://advisorcensus.com/advisors/ct/bridgeport/custodians/charles-schwab https://advisorcensus.com/advisors/ct/bridgeport/custodians/charles-schwab