{ "path": "/advisors/ct/bridgeport/fee-only", "url": "https://advisorcensus.com/advisors/ct/bridgeport/fee-only", "page_type": "metro_fee", "title": "Fee-only financial advisors in Bridgeport, CT", "filters": {}, "scope_total": 74, "faq": [ { "q": "How many financial advisory firms are there in Bridgeport, CT?", "a": "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." }, { "q": "How many fee-only financial advisors are in Bridgeport, CT?", "a": "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." }, { "q": "How many financial advisors in Bridgeport, CT offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Bridgeport, CT fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 74 investment advisory firms with a principal office in the Bridgeport metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "Bridgeport has 635 investment advisory firms with a principal office in the metro area as of October 2026: 391 SEC-registered, 80 state-registered, and 164 exempt reporting advisers. 74 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 76 report under $100 million in regulatory assets under management. The metro area has 355,012 households, 101,038 of them with income of $200,000 or more, or 159 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in Bridgeport, CT: 74 firms from Form ADV filings as of October 2026.", "total_firms": 74, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 45, "state": 29, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 74 }, { "code": "percentage_of_aum", "count": 71 }, { "code": "hourly", "count": 17 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 28 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 23 }, { "code": "5_to_9", "count": 13 }, { "code": "10_to_19", "count": 13 }, { "code": "20_plus", "count": 24 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 13 }, { "code": "25m_100m", "count": 15 }, { "code": "100m_500m", "count": 26 }, { "code": "500m_1b", "count": 5 }, { "code": "1b_5b", "count": 11 }, { "code": "over_5b", "count": 1 }, { "code": "not_reported", "count": 3 } ], "firms": [ { "crd_number": 336486, "name": "Achieve Retirement & Wealth Management, LLC", "name_as_filed": "ACHIEVE RETIREMENT & WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/achieve-retirement-and-wealth-management-llc-ridgefield-ct-336486", "city": "Ridgefield", "state": "CT", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287493, "name": "Adriatic Wealth Management LLC", "name_as_filed": "ADRIATIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adriatic-wealth-management-llc-norwalk-ct-287493", "city": "Norwalk", "state": "CT", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113628, "name": "Advanced Capital Advisors, LLC", "name_as_filed": "ADVANCED CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/advanced-capital-advisors-llc-fairfield-ct-113628", "city": "Fairfield", "state": "CT", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 336358, "name": "Agilis Investment Management LLC", "name_as_filed": "AGILIS INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agilis-investment-management-llc-wilton-ct-336358", "city": "Wilton", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 325412, "name": "Alpine Hill Advisors LLC", "name_as_filed": "ALPINE HILL ADVISORS LLC", "url": "https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412", "city": "Westport", "state": "CT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152150, "name": "Araglan Capital Management , LLC", "name_as_filed": "ARAGLAN CAPITAL MANAGEMENT , LLC", "url": "https://advisorcensus.com/firm/araglan-capital-management-llc-stamford-ct-152150", "city": "Stamford", "state": "CT", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 134500, "name": "Aspetuck Financial Management LLC", "name_as_filed": "ASPETUCK FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aspetuck-financial-management-llc-westport-ct-134500", "city": "Westport", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104623, "name": "Avity Investment Management Inc.", "name_as_filed": "AVITY INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/avity-investment-management-inc-greenwich-ct-104623", "city": "Greenwich", "state": "CT", "years_registered": 56, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157883, "name": "Ayrshire Capital Management LLC", "name_as_filed": "AYRSHIRE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ayrshire-capital-management-llc-westport-ct-157883", "city": "Westport", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106548, "name": "Baxter Investment Management", "name_as_filed": "BAXTER INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/baxter-investment-management-riverside-ct-106548", "city": "Riverside", "state": "CT", "years_registered": 67, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127583, "name": "Beacon Capital, LLC", "name_as_filed": "BEACON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/beacon-capital-llc-darien-ct-127583", "city": "Darien", "state": "CT", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107169, "name": "Birinyi Associates, Inc.", "name_as_filed": "BIRINYI ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/birinyi-associates-inc-westport-ct-107169", "city": "Westport", "state": "CT", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 173006, "name": "Blue Keel Financial Planning", "name_as_filed": "BLUE KEEL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/blue-keel-financial-planning-westport-ct-173006", "city": "Westport", "state": "CT", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108054, "name": "Bourgeon Capital Management LLC", "name_as_filed": "BOURGEON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bourgeon-capital-management-llc-darien-ct-108054", "city": "Darien", "state": "CT", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106452, "name": "Charter Research & Investment Group Inc", "name_as_filed": "CHARTER RESEARCH & INVESTMENT GROUP INC", "url": "https://advisorcensus.com/firm/charter-research-and-investment-group-inc-southport-ct-106452", "city": "Southport", "state": "CT", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143599, "name": "Clinton Investment Management, LLC", "name_as_filed": "CLINTON INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clinton-investment-management-llc-stamford-ct-143599", "city": "Stamford", "state": "CT", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126805, "name": "Colchester Investment Counsel LLC", "name_as_filed": "COLCHESTER INVESTMENT COUNSEL LLC", "url": "https://advisorcensus.com/firm/colchester-investment-counsel-llc-ridgefield-ct-126805", "city": "Ridgefield", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107788, "name": "Diamant Asset Management, Inc.", "name_as_filed": "DIAMANT ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/diamant-asset-management-inc-ridgefield-ct-107788", "city": "Ridgefield", "state": "CT", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123359, "name": "Drum Hill Capital, LLC", "name_as_filed": "DRUM HILL CAPITAL, LLC", "url": "https://advisorcensus.com/firm/drum-hill-capital-llc-westport-ct-123359", "city": "Westport", "state": "CT", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164972, "name": "Dynamic Beta Investments LLC", "name_as_filed": "DYNAMIC BETA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/dynamic-beta-investments-llc-greenwich-ct-164972", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283739, "name": "Educated Wealth & Financial, LLC", "name_as_filed": "EDUCATED WEALTH & FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/educated-wealth-and-financial-llc-westport-ct-283739", "city": "Westport", "state": "CT", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 293134, "name": "Envest Asset Management, LLC", "name_as_filed": "ENVEST ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/envest-asset-management-llc-georgetown-ct-293134", "city": "Georgetown", "state": "CT", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105970, "name": "Fairfield, Bush & Co.", "name_as_filed": "FAIRFIELD, BUSH & CO.", "url": "https://advisorcensus.com/firm/fairfield-bush-and-co-darien-ct-105970", "city": "Darien", "state": "CT", "years_registered": 53, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 341167, "name": "Fairlead Strategies LLC", "name_as_filed": "FAIRLEAD STRATEGIES LLC", "url": "https://advisorcensus.com/firm/fairlead-strategies-llc-greenwich-ct-341167", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 335746, "name": "FAO Wealth Inc", "name_as_filed": "FAO WEALTH INC", "url": "https://advisorcensus.com/firm/fao-wealth-inc-trumbull-ct-335746", "city": "Trumbull", "state": "CT", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168147, "name": "Foundation Financial Inc.", "name_as_filed": "FOUNDATION FINANCIAL INC.", "url": "https://advisorcensus.com/firm/foundation-financial-inc-green-s-farms-ct-168147", "city": "Green'S Farms", "state": "CT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106503, "name": "Fremont Wealth Management, LP", "name_as_filed": "FREMONT WEALTH MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/fremont-wealth-management-lp-southport-ct-106503", "city": "Southport", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 127531, "name": "Gene Alexander Qualman", "name_as_filed": "GENE ALEXANDER QUALMAN", "url": "https://advisorcensus.com/firm/gene-alexander-qualman-darien-ct-127531", "city": "Darien", "state": "CT", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 143970, "name": "Gilman Hill Asset Management, LLC", "name_as_filed": "GILMAN HILL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/gilman-hill-asset-management-llc-new-canaan-ct-143970", "city": "New Canaan", "state": "CT", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326978, "name": "Greater Wealth", "name_as_filed": "GREATER WEALTH", "url": "https://advisorcensus.com/firm/greater-wealth-westport-ct-326978", "city": "Westport", "state": "CT", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283763, "name": "Greenhouse Wealth Management, LLC", "name_as_filed": "GREENHOUSE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenhouse-wealth-management-llc-westport-ct-283763", "city": "Westport", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165892, "name": "Greenwich Advisors, LLC", "name_as_filed": "GREENWICH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/greenwich-advisors-llc-greenwich-ct-165892", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 142820, "name": "Greenwich Wealth Management, LLC", "name_as_filed": "GREENWICH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820", "city": "Greenwich", "state": "CT", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336185, "name": "Hedgeye Asset Management, LLC", "name_as_filed": "HEDGEYE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hedgeye-asset-management-llc-stamford-ct-336185", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281848, "name": "Hoya Capital Real Estate, LLC", "name_as_filed": "HOYA CAPITAL REAL ESTATE, LLC", "url": "https://advisorcensus.com/firm/hoya-capital-real-estate-llc-rowayton-ct-281848", "city": "Rowayton", "state": "CT", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 108614, "name": "HTG Investment Advisors Inc", "name_as_filed": "HTG INVESTMENT ADVISORS INC", "url": "https://advisorcensus.com/firm/htg-investment-advisors-inc-new-canaan-ct-108614", "city": "New Canaan", "state": "CT", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110823, "name": "Investors Capital Management Inc", "name_as_filed": "INVESTORS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/investors-capital-management-inc-darien-ct-110823", "city": "Darien", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108156, "name": "Jackson, Grant Investment Advisers, Inc.", "name_as_filed": "JACKSON, GRANT INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/jackson-grant-investment-advisers-inc-stamford-ct-108156", "city": "Stamford", "state": "CT", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307728, "name": "Jadwin Asset Management LLC", "name_as_filed": "JADWIN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/jadwin-asset-management-llc-greenwich-ct-307728", "city": "Greenwich", "state": "CT", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339926, "name": "Kane Asset Management, LLC", "name_as_filed": "KANE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kane-asset-management-llc-stamford-ct-339926", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109588, "name": "Krauss Whiting Capital Advisors LLC", "name_as_filed": "KRAUSS WHITING CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/krauss-whiting-capital-advisors-llc-stamford-ct-109588", "city": "Stamford", "state": "CT", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313013, "name": "LCR Wealth Management LLC", "name_as_filed": "LCR WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lcr-wealth-management-llc-westport-ct-313013", "city": "Westport", "state": "CT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170805, "name": "Litvak Wealth, LLC", "name_as_filed": "LITVAK WEALTH, LLC", "url": "https://advisorcensus.com/firm/litvak-wealth-llc-norwalk-ct-170805", "city": "Norwalk", "state": "CT", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324336, "name": "Longwall Family Office", "name_as_filed": "LONGWALL FAMILY OFFICE", "url": "https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336", "city": "Westport", "state": "CT", "years_registered": 3, "raum_band": 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