# 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/page/13

## 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 13 of 13, 601 to 635 of 635, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Union Capital Associates, L.P.](https://advisorcensus.com/firm/union-capital-associates-l-p-greenwich-ct-285154) ([md](https://advisorcensus.com/firm/union-capital-associates-l-p-greenwich-ct-285154.md)) | 285154 | Greenwich, CT | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee |
| [Uplift](https://advisorcensus.com/firm/uplift-darien-ct-335515) ([md](https://advisorcensus.com/firm/uplift-darien-ct-335515.md)) | 335515 | Darien, CT | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Varcov Co.](https://advisorcensus.com/firm/varcov-co-darien-ct-335143) ([md](https://advisorcensus.com/firm/varcov-co-darien-ct-335143.md)) | 335143 | Darien, CT | SEC-registered investment adviser | $500 million to $1 billion | 1 | Fixed fee, Performance fee |
| [Verbena Value LP](https://advisorcensus.com/firm/verbena-value-lp-westport-ct-337379) ([md](https://advisorcensus.com/firm/verbena-value-lp-westport-ct-337379.md)) | 337379 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Verition Fund Management LLC](https://advisorcensus.com/firm/verition-fund-management-llc-greenwich-ct-156610) ([md](https://advisorcensus.com/firm/verition-fund-management-llc-greenwich-ct-156610.md)) | 156610 | Greenwich, CT | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Vesey Ventures LP](https://advisorcensus.com/firm/vesey-ventures-lp-westport-ct-321730) ([md](https://advisorcensus.com/firm/vesey-ventures-lp-westport-ct-321730.md)) | 321730 | Westport, CT | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Vespula Capital Management LLC](https://advisorcensus.com/firm/vespula-capital-management-llc-wilton-ct-335429) ([md](https://advisorcensus.com/firm/vespula-capital-management-llc-wilton-ct-335429.md)) | 335429 | Wilton, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Victoryarc Holdings LP](https://advisorcensus.com/firm/victoryarc-holdings-lp-greenwich-ct-342808) ([md](https://advisorcensus.com/firm/victoryarc-holdings-lp-greenwich-ct-342808.md)) | 342808 | Greenwich, CT | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Performance fee |
| [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 |
| [Viking Global Investors LP](https://advisorcensus.com/firm/viking-global-investors-lp-stamford-ct-132272) ([md](https://advisorcensus.com/firm/viking-global-investors-lp-stamford-ct-132272.md)) | 132272 | Stamford, CT | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Performance fee |
| [Viseroij Capital Management LLC](https://advisorcensus.com/firm/viseroij-capital-management-llc-stamford-ct-341907) ([md](https://advisorcensus.com/firm/viseroij-capital-management-llc-stamford-ct-341907.md)) | 341907 | Stamford, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Vision Investment Advisors, LLC](https://advisorcensus.com/firm/vision-investment-advisors-llc-stamford-ct-109621) ([md](https://advisorcensus.com/firm/vision-investment-advisors-llc-stamford-ct-109621.md)) | 109621 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Fixed fee, Commissions, Performance fee |
| [VMG 2021 LLC](https://advisorcensus.com/firm/vmg-2021-llc-stamford-ct-330158) ([md](https://advisorcensus.com/firm/vmg-2021-llc-stamford-ct-330158.md)) | 330158 | Stamford, CT | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Volterra Management, LLC](https://advisorcensus.com/firm/volterra-management-llc-greenwich-ct-161834) ([md](https://advisorcensus.com/firm/volterra-management-llc-greenwich-ct-161834.md)) | 161834 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [VON Kohorn Research & Advisory, Inc.](https://advisorcensus.com/firm/von-kohorn-research-and-advisory-inc-norwalk-ct-139516) ([md](https://advisorcensus.com/firm/von-kohorn-research-and-advisory-inc-norwalk-ct-139516.md)) | 139516 | Norwalk, CT | State-registered investment adviser | Under $25 million | 7 | % of assets, Performance fee |
| [Walbert Capital Management, LLC](https://advisorcensus.com/firm/walbert-capital-management-llc-new-canaan-ct-119439) ([md](https://advisorcensus.com/firm/walbert-capital-management-llc-new-canaan-ct-119439.md)) | 119439 | New Canaan, CT | State-registered investment adviser | Under $25 million | 24 | % of assets |
| [Warwick Capital Partners (US) LP](https://advisorcensus.com/firm/warwick-capital-partners-us-lp-stamford-ct-320777) ([md](https://advisorcensus.com/firm/warwick-capital-partners-us-lp-stamford-ct-320777.md)) | 320777 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee |
| [Watchtower Advisors, LP](https://advisorcensus.com/firm/watchtower-advisors-lp-old-greenwich-ct-299887) ([md](https://advisorcensus.com/firm/watchtower-advisors-lp-old-greenwich-ct-299887.md)) | 299887 | Old Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Wavelength Capital Management, LLC](https://advisorcensus.com/firm/wavelength-capital-management-llc-westport-ct-167725) ([md](https://advisorcensus.com/firm/wavelength-capital-management-llc-westport-ct-167725.md)) | 167725 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets |
| [Waypoint Capital Partners, LLC](https://advisorcensus.com/firm/waypoint-capital-partners-llc-stamford-ct-333573) ([md](https://advisorcensus.com/firm/waypoint-capital-partners-llc-stamford-ct-333573.md)) | 333573 | Stamford, CT | SEC-registered investment adviser | $100 million to $500 million | 1 | Fixed fee, Other |
| [Webster Wealth Advisors, Inc.](https://advisorcensus.com/firm/webster-wealth-advisors-inc-stamford-ct-119664) ([md](https://advisorcensus.com/firm/webster-wealth-advisors-inc-stamford-ct-119664.md)) | 119664 | Stamford, CT | State-registered investment adviser | Not reported | 26 | Hourly, Fixed fee |
| [Westport Capital Partners LLC](https://advisorcensus.com/firm/westport-capital-partners-llc-darien-ct-157493) ([md](https://advisorcensus.com/firm/westport-capital-partners-llc-darien-ct-157493.md)) | 157493 | Darien, CT | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [Wheelhouse 360 Advisors LP](https://advisorcensus.com/firm/wheelhouse-360-advisors-lp-stamford-ct-319603) ([md](https://advisorcensus.com/firm/wheelhouse-360-advisors-lp-stamford-ct-319603.md)) | 319603 | Stamford, CT | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Wheelock Street Capital LLC](https://advisorcensus.com/firm/wheelock-street-capital-llc-greenwich-ct-164854) ([md](https://advisorcensus.com/firm/wheelock-street-capital-llc-greenwich-ct-164854.md)) | 164854 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Whitehaven Asset Management, LP](https://advisorcensus.com/firm/whitehaven-asset-management-lp-greenwich-ct-170531) ([md](https://advisorcensus.com/firm/whitehaven-asset-management-lp-greenwich-ct-170531.md)) | 170531 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Wiley Capital Partners](https://advisorcensus.com/firm/wiley-capital-partners-greenwich-ct-326972) ([md](https://advisorcensus.com/firm/wiley-capital-partners-greenwich-ct-326972.md)) | 326972 | Greenwich, CT | State-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Wingman Growth Partners](https://advisorcensus.com/firm/wingman-growth-partners-greenwich-ct-337355) ([md](https://advisorcensus.com/firm/wingman-growth-partners-greenwich-ct-337355.md)) | 337355 | Greenwich, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Witt Lake Asset Management LLC](https://advisorcensus.com/firm/witt-lake-asset-management-llc-stamford-ct-335523) ([md](https://advisorcensus.com/firm/witt-lake-asset-management-llc-stamford-ct-335523.md)) | 335523 | Stamford, CT | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets |
| [Wolf Hill Capital Management, LP](https://advisorcensus.com/firm/wolf-hill-capital-management-lp-greenwich-ct-306712) ([md](https://advisorcensus.com/firm/wolf-hill-capital-management-lp-greenwich-ct-306712.md)) | 306712 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Woodson Capital Management, LP](https://advisorcensus.com/firm/woodson-capital-management-lp-greenwich-ct-161644) ([md](https://advisorcensus.com/firm/woodson-capital-management-lp-greenwich-ct-161644.md)) | 161644 | Greenwich, CT | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee |
| [Wprei Management LLC](https://advisorcensus.com/firm/wprei-management-llc-south-norwalk-ct-343657) ([md](https://advisorcensus.com/firm/wprei-management-llc-south-norwalk-ct-343657.md)) | 343657 | South Norwalk, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Yakira Capital Management, Inc.](https://advisorcensus.com/firm/yakira-capital-management-inc-westport-ct-159398) ([md](https://advisorcensus.com/firm/yakira-capital-management-inc-westport-ct-159398.md)) | 159398 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Z2 Capital Partners, LLC](https://advisorcensus.com/firm/z2-capital-partners-llc-stamford-ct-335860) ([md](https://advisorcensus.com/firm/z2-capital-partners-llc-stamford-ct-335860.md)) | 335860 | Stamford, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Zebra Capital Management, LLC](https://advisorcensus.com/firm/zebra-capital-management-llc-stamford-ct-126285) ([md](https://advisorcensus.com/firm/zebra-capital-management-llc-stamford-ct-126285.md)) | 126285 | Stamford, CT | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Zynergy Investments, LP](https://advisorcensus.com/firm/zynergy-investments-lp-greenwich-ct-339952) ([md](https://advisorcensus.com/firm/zynergy-investments-lp-greenwich-ct-339952.md)) | 339952 | Greenwich, CT | Exempt reporting adviser | Not reported | 0 | Not reported |

- Previous page: https://advisorcensus.com/advisors/ct/bridgeport/page/12.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.