{
  "path": "/advisors/ct/bridgeport/hourly",
  "url": "https://advisorcensus.com/advisors/ct/bridgeport/hourly",
  "page_type": "metro_fee",
  "title": "Hourly financial advisors in Bridgeport, CT",
  "filters": {},
  "scope_total": 50,
  "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 50 investment advisory firms with a principal office in the Bridgeport metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, 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. Hourly financial advisors in Bridgeport, CT: 50 firms from Form ADV filings as of October 2026.",
  "total_firms": 50,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 26,
    "state": 24,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 17
    },
    {
      "code": "percentage_of_aum",
      "count": 46
    },
    {
      "code": "hourly",
      "count": 50
    },
    {
      "code": "subscription",
      "count": 2
    },
    {
      "code": "fixed",
      "count": 41
    },
    {
      "code": "commissions",
      "count": 1
    },
    {
      "code": "performance_based",
      "count": 5
    },
    {
      "code": "other",
      "count": 6
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 16
    },
    {
      "code": "5_to_9",
      "count": 7
    },
    {
      "code": "10_to_19",
      "count": 15
    },
    {
      "code": "20_plus",
      "count": 11
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 11
    },
    {
      "code": "25m_100m",
      "count": 9
    },
    {
      "code": "100m_500m",
      "count": 9
    },
    {
      "code": "500m_1b",
      "count": 6
    },
    {
      "code": "1b_5b",
      "count": 6
    },
    {
      "code": "over_5b",
      "count": 4
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 140165,
      "name": "5th Street Advisors, LLC",
      "name_as_filed": "5TH STREET ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/5th-street-advisors-llc-southport-ct-140165",
      "city": "Southport",
      "state": "CT",
      "years_registered": 19,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 8361,
      "name": "A.G.P / Alliance Global Partners",
      "name_as_filed": "A.G.P / ALLIANCE GLOBAL PARTNERS",
      "url": "https://advisorcensus.com/firm/a-g-p-alliance-global-partners-westport-ct-8361",
      "city": "Westport",
      "state": "CT",
      "years_registered": 17,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 331285,
      "name": "Abundant Wealth Management LLC",
      "name_as_filed": "ABUNDANT WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/abundant-wealth-management-llc-stamford-ct-331285",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "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": 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": 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": 110116,
      "name": "Asset Management Group, Inc.",
      "name_as_filed": "ASSET MANAGEMENT GROUP, INC.",
      "url": "https://advisorcensus.com/firm/asset-management-group-inc-stamford-ct-110116",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 28,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330652,
      "name": "B Side Partners, LLC",
      "name_as_filed": "B SIDE PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/b-side-partners-llc-southport-ct-330652",
      "city": "Southport",
      "state": "CT",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 316432,
      "name": "Brennan Capital Management LLC",
      "name_as_filed": "BRENNAN CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/brennan-capital-management-llc-westport-ct-316432",
      "city": "Westport",
      "state": "CT",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111656,
      "name": "Castlekeep Investment Advisors",
      "name_as_filed": "CASTLEKEEP INVESTMENT ADVISORS",
      "url": "https://advisorcensus.com/firm/castlekeep-investment-advisors-westport-ct-111656",
      "city": "Westport",
      "state": "CT",
      "years_registered": 25,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 277148,
      "name": "Catum Advisory Group, LLC.",
      "name_as_filed": "CATUM ADVISORY GROUP, LLC.",
      "url": "https://advisorcensus.com/firm/catum-advisory-group-llc-wilton-ct-277148",
      "city": "Wilton",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148261,
      "name": "Cfig Investment Advisory Services, LLC",
      "name_as_filed": "CFIG INVESTMENT ADVISORY SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/cfig-investment-advisory-services-llc-westport-ct-148261",
      "city": "Westport",
      "state": "CT",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152569,
      "name": "Coastal Bridge Advisors",
      "name_as_filed": "COASTAL BRIDGE ADVISORS",
      "url": "https://advisorcensus.com/firm/coastal-bridge-advisors-westport-ct-152569",
      "city": "Westport",
      "state": "CT",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158280,
      "name": "Compass",
      "name_as_filed": "COMPASS",
      "url": "https://advisorcensus.com/firm/compass-fairfield-ct-158280",
      "city": "Fairfield",
      "state": "CT",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 293622,
      "name": "Donaldson Financial Wellness Network, LLC",
      "name_as_filed": "DONALDSON FINANCIAL WELLNESS NETWORK, LLC",
      "url": "https://advisorcensus.com/firm/donaldson-financial-wellness-network-llc-newtown-ct-293622",
      "city": "Newtown",
      "state": "CT",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 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": 336693,
      "name": "Euclid Harding, LLC",
      "name_as_filed": "EUCLID HARDING, LLC",
      "url": "https://advisorcensus.com/firm/euclid-harding-llc-wilton-ct-336693",
      "city": "Wilton",
      "state": "CT",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108414,
      "name": "Fairport Asset Management Corp",
      "name_as_filed": "FAIRPORT ASSET MANAGEMENT CORP",
      "url": "https://advisorcensus.com/firm/fairport-asset-management-corp-fairfield-ct-108414",
      "city": "Fairfield",
      "state": "CT",
      "years_registered": 36,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "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": 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": 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": 126468,
      "name": "Loretta Nolan Associates, LLC",
      "name_as_filed": "LORETTA NOLAN ASSOCIATES, LLC",
      "url": "https://advisorcensus.com/firm/loretta-nolan-associates-llc-old-greenwich-ct-126468",
      "city": "Old Greenwich",
      "state": "CT",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 150711,
      "name": "MFC Portfolios, Inc",
      "name_as_filed": "MFC PORTFOLIOS, INC",
      "url": "https://advisorcensus.com/firm/mfc-portfolios-inc-greenwich-ct-150711",
      "city": "Greenwich",
      "state": "CT",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127645,
      "name": "Mighty Oak Management LLC",
      "name_as_filed": "MIGHTY OAK MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/mighty-oak-management-llc-easton-ct-127645",
      "city": "Easton",
      "state": "CT",
      "years_registered": 23,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171922,
      "name": "Moneco Advisors",
      "name_as_filed": "MONECO ADVISORS",
      "url": "https://advisorcensus.com/firm/moneco-advisors-fairfield-ct-171922",
      "city": "Fairfield",
      "state": "CT",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342013,
      "name": "N10° Wealth",
      "name_as_filed": "N10° WEALTH",
      "url": "https://advisorcensus.com/firm/n10-wealth-greenwich-ct-342013",
      "city": "Greenwich",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173314,
      "name": "Northstar Portfolio Investments, LLC",
      "name_as_filed": "NORTHSTAR PORTFOLIO INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/northstar-portfolio-investments-llc-stamford-ct-173314",
      "city": "Stamford",
      "state": "CT",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105981,
      "name": "Portfolio Advisors LLC",
      "name_as_filed": "PORTFOLIO ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/portfolio-advisors-llc-darien-ct-105981",
      "city": "Darien",
      "state": "CT",
      "years_registered": 32,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151405,
      "name": "R & R Wealth Strategies, LLC",
      "name_as_filed": "R & R WEALTH STRATEGIES, LLC",
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  "csv": null,
  "source": {
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    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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}