{ "path": "/advisors/ct/bridgeport", "url": "https://advisorcensus.com/advisors/ct/bridgeport/page/2", "page_type": "metro", "title": "Financial advisors in Bridgeport, CT", "filters": {}, "scope_total": 635, "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 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.", "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. Financial advisors in Bridgeport, CT: 635 firms from Form ADV filings as of October 2026.", "total_firms": 635, "page": 2, "total_pages": 13, "sort": "name", "registration_types": { "sec": 391, "state": 80, "exempt": 164 }, "fee_model_mix": [ { "code": "fee-only", "count": 74 }, { "code": "percentage_of_aum", "count": 434 }, { "code": "hourly", "count": 50 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 108 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 305 }, { "code": "other", "count": 85 }, { "code": "not_reported", "count": 164 } ], "years_registered_distribution": [ { "code": "under_5", "count": 269 }, { "code": "5_to_9", "count": 122 }, { "code": "10_to_19", "count": 153 }, { "code": "20_plus", "count": 83 }, { "code": "not_reported", "count": 8 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 40 }, { "code": "25m_100m", "count": 36 }, { "code": "100m_500m", "count": 130 }, { "code": "500m_1b", "count": 59 }, { "code": "1b_5b", "count": 117 }, { "code": "over_5b", "count": 71 }, { "code": "not_reported", "count": 182 } ], "firms": [ { "crd_number": 311471, "name": "Ardmore Road Asset Management LP", "name_as_filed": "ARDMORE ROAD ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/ardmore-road-asset-management-lp-westport-ct-311471", "city": "Westport", "state": "CT", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301116, "name": "Ardsley Partners", "name_as_filed": "ARDSLEY PARTNERS", "url": "https://advisorcensus.com/firm/ardsley-partners-norwalk-ct-301116", "city": "Norwalk", "state": "CT", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 135986, "name": "Aristeia Capital, LLC", "name_as_filed": "ARISTEIA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aristeia-capital-llc-greenwich-ct-135986", "city": "Greenwich", "state": "CT", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 316130, "name": "Arkview Capital, L.P.", "name_as_filed": "ARKVIEW CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/arkview-capital-l-p-stamford-ct-316130", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 164520, "name": "Arundel Capital LLC", "name_as_filed": "ARUNDEL CAPITAL LLC", "url": "https://advisorcensus.com/firm/arundel-capital-llc-greenwich-ct-164520", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 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": 156918, "name": "Astatine Investment Partners", "name_as_filed": "ASTATINE INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-156918", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 311095, "name": "Astatine Investment Partners", "name_as_filed": "ASTATINE INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/astatine-investment-partners-greenwich-ct-311095", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161107, "name": "Atlantic Street Capital Management, LLC", "name_as_filed": "ATLANTIC STREET CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/atlantic-street-capital-management-llc-greenwich-ct-161107", "city": "Greenwich", "state": "CT", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160610, "name": "Atlas Holdings LLC", "name_as_filed": "ATLAS HOLDINGS LLC", "url": "https://advisorcensus.com/firm/atlas-holdings-llc-greenwich-ct-160610", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 339322, "name": "August Wealth Advisors LLC", "name_as_filed": "AUGUST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/august-wealth-advisors-llc-westport-ct-339322", "city": "Westport", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314570, "name": "Avesi Partners LLC", "name_as_filed": "AVESI PARTNERS LLC", "url": "https://advisorcensus.com/firm/avesi-partners-llc-stamford-ct-314570", "city": "Stamford", "state": "CT", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 313979, "name": "Avos Capital Management, LLC", "name_as_filed": "AVOS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avos-capital-management-llc-darien-ct-313979", "city": "Darien", "state": "CT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301307, "name": "Axiom Asset Advisors, LLC", "name_as_filed": "AXIOM ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/axiom-asset-advisors-llc-greenwich-ct-301307", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109605, "name": "Axiom Investors", "name_as_filed": "AXIOM INVESTORS", "url": "https://advisorcensus.com/firm/axiom-investors-greenwich-ct-109605", "city": "Greenwich", "state": "CT", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 286298, "name": "Ayrton Capital LLC", "name_as_filed": "AYRTON CAPITAL LLC", "url": "https://advisorcensus.com/firm/ayrton-capital-llc-westport-ct-286298", "city": "Westport", "state": "CT", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 264789, "name": "Balance Point Capital Advisors, LLC", "name_as_filed": "BALANCE POINT CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/balance-point-capital-advisors-llc-westport-ct-264789", "city": "Westport", "state": "CT", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 170136, "name": "Balanced View Capital, LLC", "name_as_filed": "BALANCED VIEW CAPITAL, LLC", "url": "https://advisorcensus.com/firm/balanced-view-capital-llc-westport-ct-170136", "city": "Westport", "state": "CT", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 132311, "name": "Basso Capital Management, L.P.", "name_as_filed": "BASSO CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/basso-capital-management-l-p-stamford-ct-132311", "city": "Stamford", "state": "CT", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309685, "name": "Bastion Management II LLC", "name_as_filed": "BASTION MANAGEMENT II LLC", "url": "https://advisorcensus.com/firm/bastion-management-ii-llc-stamford-ct-309685", "city": "Stamford", "state": "CT", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 293875, "name": "Bath Leeds, LLC", "name_as_filed": "BATH LEEDS, LLC", "url": "https://advisorcensus.com/firm/bath-leeds-llc-greenwich-ct-293875", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 331273, "name": "Baypointe Partners, LLC", "name_as_filed": "BAYPOINTE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/baypointe-partners-llc-stamford-ct-331273", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282798, "name": "BCK Capital Management LP", "name_as_filed": "BCK CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/bck-capital-management-lp-stamford-ct-282798", "city": "Stamford", "state": "CT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 146363, "name": "BCP Advisors, LLC", "name_as_filed": "BCP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bcp-advisors-llc-greenwich-ct-146363", "city": "Greenwich", "state": "CT", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 326825, "name": "BD Investments", "name_as_filed": "BD INVESTMENTS", "url": "https://advisorcensus.com/firm/bd-investments-greenwich-ct-326825", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 342572, "name": "Beaconnorth Partners", "name_as_filed": "BEACONNORTH PARTNERS", "url": "https://advisorcensus.com/firm/beaconnorth-partners-darien-ct-342572", "city": "Darien", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 167103, "name": "Beirne.", "name_as_filed": "BEIRNE.", "url": "https://advisorcensus.com/firm/beirne-darien-ct-167103", "city": "Darien", "state": "CT", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110988, "name": "Benin Management Corp", "name_as_filed": "BENIN MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/benin-management-corp-redding-ct-110988", "city": "Redding", "state": "CT", "years_registered": 53, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 315679, "name": "Bharcap Partners, LLC", "name_as_filed": "BHARCAP PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bharcap-partners-llc-greenwich-ct-315679", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 162554, "name": "BHMS Investments, LP", "name_as_filed": "BHMS INVESTMENTS, LP", "url": "https://advisorcensus.com/firm/bhms-investments-lp-westport-ct-162554", "city": "Westport", "state": "CT", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 319257, "name": "Bitrock Capital, LLC", "name_as_filed": "BITROCK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/bitrock-capital-llc-greenwich-ct-319257", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286481, "name": "Black Oak Capital Management, LLC", "name_as_filed": "BLACK OAK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/black-oak-capital-management-llc-westport-ct-286481", "city": "Westport", "state": "CT", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343969, "name": "Black Tide Capital Management, LLC", "name_as_filed": "BLACK TIDE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/black-tide-capital-management-llc-greenwich-ct-343969", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329262, "name": "BLKBRD Asset Management", "name_as_filed": "BLKBRD ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/blkbrd-asset-management-old-greenwich-ct-329262", "city": "Old Greenwich", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 166743, "name": "BLT Fund Manager LLC", "name_as_filed": "BLT FUND MANAGER LLC", "url": "https://advisorcensus.com/firm/blt-fund-manager-llc-stamford-ct-166743", "city": "Stamford", "state": "CT", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 314457, "name": "Blue Door Asset Management, LLC", "name_as_filed": "BLUE DOOR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blue-door-asset-management-llc-stamford-ct-314457", "city": "Stamford", "state": "CT", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "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": 162437, "name": "Blue Orchid Capital, LLC", "name_as_filed": "BLUE ORCHID CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blue-orchid-capital-llc-greenwich-ct-162437", "city": "Greenwich", "state": "CT", "years_registered": null, "raum_band": 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