# Financial advisors for businesses in Bridgeport, CT

> AdvisorCensus lists 95 investment advisory firms with a principal office in the Bridgeport metro area that report businesses among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ct/bridgeport/for-businesses/page/2

## At a glance

- Investment advisory firms: 95
- Registration: SEC-registered investment adviser: 86, State-registered investment adviser: 9
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 23 (24%); Percentage of assets 91 (96%); Hourly charges 20 (21%); Subscription fees (newsletter or periodical) 2 (2%); Fixed fees 41 (43%); Commissions 1 (1%); Performance-based fees 43 (45%); Other 13 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 4 (4%); $25 million to $100 million 5 (5%); $100 million to $500 million 19 (20%); $500 million to $1 billion 14 (15%); $1 billion to $5 billion 30 (32%); Over $5 billion 21 (22%); Not reported 2 (2%)
- Years registered: Under 5 years 21 (22%); 5 to 9 years 13 (14%); 10 to 19 years 23 (24%); 20 years or more 37 (39%); Not reported 1 (1%)

## Firms (page 2 of 2, 51 to 95 of 95, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Greenwich Wealth Management, LLC](https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820) ([md](https://advisorcensus.com/firm/greenwich-wealth-management-llc-greenwich-ct-142820.md)) | 142820 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Hardman Johnston Global Advisors LLC](https://advisorcensus.com/firm/hardman-johnston-global-advisors-llc-stamford-ct-112500) ([md](https://advisorcensus.com/firm/hardman-johnston-global-advisors-llc-stamford-ct-112500.md)) | 112500 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Performance fee |
| [Herbert J. Sims Capital Management, Inc.](https://advisorcensus.com/firm/herbert-j-sims-capital-management-inc-fairfield-ct-134510) ([md](https://advisorcensus.com/firm/herbert-j-sims-capital-management-inc-fairfield-ct-134510.md)) | 134510 | Fairfield, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Hildene Capital Management](https://advisorcensus.com/firm/hildene-capital-management-stamford-ct-160415) ([md](https://advisorcensus.com/firm/hildene-capital-management-stamford-ct-160415.md)) | 160415 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Hudson Structured Capital Management Ltd.](https://advisorcensus.com/firm/hudson-structured-capital-management-ltd-stamford-ct-282919) ([md](https://advisorcensus.com/firm/hudson-structured-capital-management-ltd-stamford-ct-282919.md)) | 282919 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Performance fee |
| [Integra Global Advisors LLC](https://advisorcensus.com/firm/integra-global-advisors-llc-stamford-ct-288511) ([md](https://advisorcensus.com/firm/integra-global-advisors-llc-stamford-ct-288511.md)) | 288511 | Stamford, CT | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee |
| [Iridian Asset Management LLC](https://advisorcensus.com/firm/iridian-asset-management-llc-westport-ct-104550) ([md](https://advisorcensus.com/firm/iridian-asset-management-llc-westport-ct-104550.md)) | 104550 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets, Performance fee |
| [JC Capital Advisors Group LLC](https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298) ([md](https://advisorcensus.com/firm/jc-capital-advisors-group-llc-stamford-ct-339298.md)) | 339298 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [K2/D&S Management Co., L.L.C.](https://advisorcensus.com/firm/k2-d-and-s-management-co-l-l-c-stamford-ct-123826) ([md](https://advisorcensus.com/firm/k2-d-and-s-management-co-l-l-c-stamford-ct-123826.md)) | 123826 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Performance fee |
| [LCR Wealth Management LLC](https://advisorcensus.com/firm/lcr-wealth-management-llc-westport-ct-313013) ([md](https://advisorcensus.com/firm/lcr-wealth-management-llc-westport-ct-313013.md)) | 313013 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Long Path Partners, LP](https://advisorcensus.com/firm/long-path-partners-lp-stamford-ct-299053) ([md](https://advisorcensus.com/firm/long-path-partners-lp-stamford-ct-299053.md)) | 299053 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Longwall Family Office](https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336) ([md](https://advisorcensus.com/firm/longwall-family-office-westport-ct-324336.md)) | 324336 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Moneco Advisors](https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922) ([md](https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922.md)) | 171922 | Fairfield, CT | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Hourly, Fixed fee |
| [Morse Asset Management, Inc.](https://advisorcensus.com/firm/morse-asset-management-inc-darien-ct-285650) ([md](https://advisorcensus.com/firm/morse-asset-management-inc-darien-ct-285650.md)) | 285650 | Darien, CT | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [N10° Wealth](https://advisorcensus.com/firm/n10-wealth-greenwich-ct-342013) ([md](https://advisorcensus.com/firm/n10-wealth-greenwich-ct-342013.md)) | 342013 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [New Edge Wealth](https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771) ([md](https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771.md)) | 307771 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Fixed fee, Commissions, Performance fee |
| [Night Owl Capital Management, LLC](https://advisorcensus.com/firm/night-owl-capital-management-llc-greenwich-ct-106030) ([md](https://advisorcensus.com/firm/night-owl-capital-management-llc-greenwich-ct-106030.md)) | 106030 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets |
| [Northcoast Asset Management LLC](https://advisorcensus.com/firm/northcoast-asset-management-llc-stamford-ct-282241) ([md](https://advisorcensus.com/firm/northcoast-asset-management-llc-stamford-ct-282241.md)) | 282241 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Other |
| [Northern Right Capital Management, L.P.](https://advisorcensus.com/firm/northern-right-capital-management-l-p-darien-ct-133046) ([md](https://advisorcensus.com/firm/northern-right-capital-management-l-p-darien-ct-133046.md)) | 133046 | Darien, CT | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [O'Shaughnessy Asset Management, LLC](https://advisorcensus.com/firm/o-shaughnessy-asset-management-llc-stamford-ct-144594) ([md](https://advisorcensus.com/firm/o-shaughnessy-asset-management-llc-stamford-ct-144594.md)) | 144594 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Performance fee, Other |
| [Oak Financial Group Inc](https://advisorcensus.com/firm/oak-financial-group-inc-stamford-ct-106293) ([md](https://advisorcensus.com/firm/oak-financial-group-inc-stamford-ct-106293.md)) | 106293 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 34 | % of assets, Fixed fee |
| [One River Asset Management, LLC](https://advisorcensus.com/firm/one-river-asset-management-llc-stamford-ct-167835) ([md](https://advisorcensus.com/firm/one-river-asset-management-llc-stamford-ct-167835.md)) | 167835 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee |
| [Perryridge Capital LP](https://advisorcensus.com/firm/perryridge-capital-lp-greenwich-ct-331781) ([md](https://advisorcensus.com/firm/perryridge-capital-lp-greenwich-ct-331781.md)) | 331781 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee |
| [Pettee Investors Inc](https://advisorcensus.com/firm/pettee-investors-inc-rowayton-ct-105553) ([md](https://advisorcensus.com/firm/pettee-investors-inc-rowayton-ct-105553.md)) | 105553 | Rowayton, CT | SEC-registered investment adviser | $100 million to $500 million | 37 | % of assets |
| [Private Capital Advisors, Inc.](https://advisorcensus.com/firm/private-capital-advisors-inc-darien-ct-125771) ([md](https://advisorcensus.com/firm/private-capital-advisors-inc-darien-ct-125771.md)) | 125771 | Darien, CT | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Private Capital Asset Management LLC](https://advisorcensus.com/firm/private-capital-asset-management-llc-darien-ct-317930) ([md](https://advisorcensus.com/firm/private-capital-asset-management-llc-darien-ct-317930.md)) | 317930 | Darien, CT | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Fixed fee, Performance fee |
| [Riskbridge Advisors, LLC](https://advisorcensus.com/firm/riskbridge-advisors-llc-norwalk-ct-310396) ([md](https://advisorcensus.com/firm/riskbridge-advisors-llc-norwalk-ct-310396.md)) | 310396 | Norwalk, CT | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Round Rock Advisors LLC](https://advisorcensus.com/firm/round-rock-advisors-llc-wilton-ct-286007) ([md](https://advisorcensus.com/firm/round-rock-advisors-llc-wilton-ct-286007.md)) | 286007 | Wilton, CT | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [RZH Advisors LLC](https://advisorcensus.com/firm/rzh-advisors-llc-stamford-ct-125696) ([md](https://advisorcensus.com/firm/rzh-advisors-llc-stamford-ct-125696.md)) | 125696 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [Sagard Private Equity Solutions](https://advisorcensus.com/firm/sagard-private-equity-solutions-greenwich-ct-110207) ([md](https://advisorcensus.com/firm/sagard-private-equity-solutions-greenwich-ct-110207.md)) | 110207 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee |
| [Scott Capital Partners](https://advisorcensus.com/firm/scott-capital-partners-darien-ct-166358) ([md](https://advisorcensus.com/firm/scott-capital-partners-darien-ct-166358.md)) | 166358 | Darien, CT | State-registered investment adviser | $25 million to $100 million | 8 | Performance fee, Other |
| [Sound Shore Management Inc](https://advisorcensus.com/firm/sound-shore-management-inc-greenwich-ct-112379) ([md](https://advisorcensus.com/firm/sound-shore-management-inc-greenwich-ct-112379.md)) | 112379 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 48 | % of assets |
| [Sovereign Financial Group, Inc.](https://advisorcensus.com/firm/sovereign-financial-group-inc-stamford-ct-294314) ([md](https://advisorcensus.com/firm/sovereign-financial-group-inc-stamford-ct-294314.md)) | 294314 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Spectrum Asset Management, Inc.](https://advisorcensus.com/firm/spectrum-asset-management-inc-stamford-ct-300463) ([md](https://advisorcensus.com/firm/spectrum-asset-management-inc-stamford-ct-300463.md)) | 300463 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 39 | % of assets |
| [Sprott Asset Management USA Inc.](https://advisorcensus.com/firm/sprott-asset-management-usa-inc-darien-ct-139022) ([md](https://advisorcensus.com/firm/sprott-asset-management-usa-inc-darien-ct-139022.md)) | 139022 | Darien, CT | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee |
| [SR Alternative Credit, LLC](https://advisorcensus.com/firm/sr-alternative-credit-llc-darien-ct-319478) ([md](https://advisorcensus.com/firm/sr-alternative-credit-llc-darien-ct-319478.md)) | 319478 | Darien, CT | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee, Other |
| [Steward Partners Investment Advisory, LLC](https://advisorcensus.com/firm/steward-partners-investment-advisory-llc-stamford-ct-283004) ([md](https://advisorcensus.com/firm/steward-partners-investment-advisory-llc-stamford-ct-283004.md)) | 283004 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Stonebridge Advisors LLC](https://advisorcensus.com/firm/stonebridge-advisors-llc-wilton-ct-134017) ([md](https://advisorcensus.com/firm/stonebridge-advisors-llc-wilton-ct-134017.md)) | 134017 | Wilton, CT | SEC-registered investment adviser | Over $5 billion | 21 | % of assets |
| [Strong Wealth Advisors, LLC](https://advisorcensus.com/firm/strong-wealth-advisors-llc-stamford-ct-332447) ([md](https://advisorcensus.com/firm/strong-wealth-advisors-llc-stamford-ct-332447.md)) | 332447 | Stamford, CT | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sustainable Growth Advisers, LP](https://advisorcensus.com/firm/sustainable-growth-advisers-lp-stamford-ct-127447) ([md](https://advisorcensus.com/firm/sustainable-growth-advisers-lp-stamford-ct-127447.md)) | 127447 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 23 | % of assets |
| [Talson Capital Management L.P.](https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787) ([md](https://advisorcensus.com/firm/talson-capital-management-l-p-stamford-ct-150787.md)) | 150787 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee, Performance fee |
| [Titan Advisors, LLC](https://advisorcensus.com/firm/titan-advisors-llc-stamford-ct-135805) ([md](https://advisorcensus.com/firm/titan-advisors-llc-stamford-ct-135805.md)) | 135805 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Trivium Point Advisory, LLC](https://advisorcensus.com/firm/trivium-point-advisory-llc-wilton-ct-292182) ([md](https://advisorcensus.com/firm/trivium-point-advisory-llc-wilton-ct-292182.md)) | 292182 | Wilton, CT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Hourly, Fixed fee |
| [Tweedy, Browne Company LLC](https://advisorcensus.com/firm/tweedy-browne-company-llc-stamford-ct-6857) ([md](https://advisorcensus.com/firm/tweedy-browne-company-llc-stamford-ct-6857.md)) | 6857 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 51 | % of assets |
| [VII Capital Management LLC](https://advisorcensus.com/firm/vii-capital-management-llc-stamford-ct-286371) ([md](https://advisorcensus.com/firm/vii-capital-management-llc-stamford-ct-286371.md)) | 286371 | Stamford, CT | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Performance fee |

- Previous page: https://advisorcensus.com/advisors/ct/bridgeport/for-businesses.md

## Questions people ask

**Which financial advisors in Bridgeport, CT work with businesses?**
95 investment advisory firms with a principal office in the Bridgeport metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**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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Cite as: AdvisorCensus. Financial advisors for businesses in Bridgeport, CT: 95 firms from Form ADV filings as of October 2026.