{ "path": "/advisors/ct/bridgeport", "url": "https://advisorcensus.com/advisors/ct/bridgeport/page/8", "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": 8, "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": 163557, "name": "Long Meadow Investors, LLC", "name_as_filed": "LONG MEADOW INVESTORS, LLC", "url": "https://advisorcensus.com/firm/long-meadow-investors-llc-stamford-ct-163557", "city": "Stamford", "state": "CT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299053, "name": "Long Path Partners, LP", "name_as_filed": "LONG PATH PARTNERS, LP", "url": "https://advisorcensus.com/firm/long-path-partners-lp-stamford-ct-299053", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309379, "name": "Longrange Capital, L.P.", "name_as_filed": "LONGRANGE CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/longrange-capital-l-p-stamford-ct-309379", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "fixed", "other" ], "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": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 324015, "name": "Lotus Infrastructure Partners, LP", "name_as_filed": "LOTUS INFRASTRUCTURE PARTNERS, LP", "url": "https://advisorcensus.com/firm/lotus-infrastructure-partners-lp-greenwich-ct-324015", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111288, "name": "Lucerne Capital Management, LP", "name_as_filed": "LUCERNE CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/lucerne-capital-management-lp-greenwich-ct-111288", "city": "Greenwich", "state": "CT", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 309918, "name": "Lumenai", "name_as_filed": "LUMENAI", "url": "https://advisorcensus.com/firm/lumenai-stamford-ct-309918", "city": "Stamford", "state": "CT", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329441, "name": "Lykos Global Management, LP", "name_as_filed": "LYKOS GLOBAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/lykos-global-management-lp-stamford-ct-329441", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307490, "name": "M28 Capital Management LP", "name_as_filed": "M28 CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/m28-capital-management-lp-stamford-ct-307490", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132744, "name": "Makenna & Company, Inc.", "name_as_filed": "MAKENNA & COMPANY, INC.", "url": "https://advisorcensus.com/firm/makenna-and-company-inc-darien-ct-132744", "city": "Darien", "state": "CT", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 333907, "name": "Mamba Growth Management Company LLC", "name_as_filed": "MAMBA GROWTH MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/mamba-growth-management-company-llc-old-greenwich-ct-333907", "city": "Old Greenwich", "state": "CT", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160689, "name": "Manatuck Hill Partners, LLC", "name_as_filed": "MANATUCK HILL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/manatuck-hill-partners-llc-westport-ct-160689", "city": "Westport", "state": "CT", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162296, "name": "Mangrove Partners", "name_as_filed": "MANGROVE PARTNERS", "url": "https://advisorcensus.com/firm/mangrove-partners-greenwich-ct-162296", "city": "Greenwich", "state": "CT", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328237, "name": "Mapl Structured Capital LLC", "name_as_filed": "MAPL STRUCTURED CAPITAL LLC", "url": "https://advisorcensus.com/firm/mapl-structured-capital-llc-greenwich-ct-328237", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158975, "name": "Maple Tree Capital Services, LLC", "name_as_filed": "MAPLE TREE CAPITAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/maple-tree-capital-services-llc-greenwich-ct-158975", "city": "Greenwich", "state": "CT", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165820, "name": "Mara Investments LLC", "name_as_filed": "MARA INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/mara-investments-llc-greenwich-ct-165820", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157850, "name": "Marblegate Asset Management, LLC", "name_as_filed": "MARBLEGATE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/marblegate-asset-management-llc-greenwich-ct-157850", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 165827, "name": "March Altus Capital Management LP", "name_as_filed": "MARCH ALTUS CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/march-altus-capital-management-lp-greenwich-ct-165827", "city": "Greenwich", "state": "CT", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286562, "name": "Martorell Capital Partners, LLC", "name_as_filed": "MARTORELL CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/martorell-capital-partners-llc-greenwich-ct-286562", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 122480, "name": "Matson Financial Advisors, Inc.", "name_as_filed": "MATSON FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/matson-financial-advisors-inc-danbury-ct-122480", "city": "Danbury", "state": "CT", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 167929, "name": "MC Credit Partners LP", "name_as_filed": "MC CREDIT PARTNERS LP", "url": "https://advisorcensus.com/firm/mc-credit-partners-lp-stamford-ct-167929", "city": "Stamford", "state": "CT", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 114074, "name": "McClain Value Management, LLC", "name_as_filed": "MCCLAIN VALUE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mcclain-value-management-llc-new-canaan-ct-114074", "city": "New Canaan", "state": "CT", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 300902, "name": "Measure 8 Venture Partners", "name_as_filed": "MEASURE 8 VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/measure-8-venture-partners-stamford-ct-300902", "city": "Stamford", "state": "CT", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313202, "name": "Medtex Ventures, LLC", "name_as_filed": "MEDTEX VENTURES, LLC", "url": "https://advisorcensus.com/firm/medtex-ventures-llc-norwalk-ct-313202", "city": "Norwalk", "state": "CT", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312864, "name": "Memphre Investments, L.P.", "name_as_filed": "MEMPHRE INVESTMENTS, L.P.", "url": "https://advisorcensus.com/firm/memphre-investments-l-p-greenwich-ct-312864", "city": "Greenwich", "state": "CT", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314425, "name": "Metaurus Advisors LLC", "name_as_filed": "METAURUS ADVISORS LLC", "url": "https://advisorcensus.com/firm/metaurus-advisors-llc-westport-ct-314425", "city": "Westport", "state": "CT", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 157095, "name": "Mill Road Capital", "name_as_filed": "MILL ROAD CAPITAL", "url": "https://advisorcensus.com/firm/mill-road-capital-greenwich-ct-157095", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171282, "name": "Missionpoint Partners LLC", "name_as_filed": "MISSIONPOINT PARTNERS LLC", "url": "https://advisorcensus.com/firm/missionpoint-partners-llc-fairfield-ct-171282", "city": "Fairfield", "state": "CT", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 126033, "name": "Mittler & Mercaldo Investment Advisors", "name_as_filed": "MITTLER & MERCALDO INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/mittler-and-mercaldo-investment-advisors-danbury-ct-126033", "city": "Danbury", "state": "CT", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 333592, "name": "Mizzen Management LLC", "name_as_filed": "MIZZEN MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mizzen-management-llc-stamford-ct-333592", "city": "Stamford", "state": "CT", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167968, "name": "Mkro Manager, L.P.", "name_as_filed": "MKRO MANAGER, L.P.", "url": "https://advisorcensus.com/firm/mkro-manager-l-p-stamford-ct-167968", "city": "Stamford", "state": "CT", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311376, "name": "Monachil Capital Partners LP", "name_as_filed": "MONACHIL CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/monachil-capital-partners-lp-greenwich-ct-311376", "city": "Greenwich", "state": "CT", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 160759, "name": "Monomoy Capital Management, L.P.", "name_as_filed": "MONOMOY CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/monomoy-capital-management-l-p-greenwich-ct-160759", "city": "Greenwich", "state": "CT", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 285650, "name": "Morse Asset Management, Inc.", "name_as_filed": "MORSE ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/morse-asset-management-inc-darien-ct-285650", "city": "Darien", "state": "CT", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330615, "name": "Mountain Point Credit Management LLC", "name_as_filed": "MOUNTAIN POINT CREDIT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mountain-point-credit-management-llc-greenwich-ct-330615", "city": "Greenwich", "state": "CT", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324042, "name": "MXI2 Capital Partners LLC", "name_as_filed": "MXI2 CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/mxi2-capital-partners-llc-greenwich-ct-324042", "city": "Greenwich", "state": "CT", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324312, "name": "Mycor Capital Management, LLC", "name_as_filed": "MYCOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mycor-capital-management-llc-stamford-ct-324312", "city": "Stamford", "state": "CT", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342185, "name": "N10° Assets", "name_as_filed": "N10° ASSETS", "url": "https://advisorcensus.com/firm/n10-assets-greenwich-ct-342185", "city": "Greenwich", "state": "CT", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 158081, "name": "Nantahala Capital Management, LLC", "name_as_filed": "NANTAHALA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/nantahala-capital-management-llc-new-canaan-ct-158081", "city": "New Canaan", "state": "CT", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300220, "name": "Nassau Private Credit LLC", "name_as_filed": "NASSAU PRIVATE CREDIT LLC", "url": "https://advisorcensus.com/firm/nassau-private-credit-llc-darien-ct-300220", "city": "Darien", "state": "CT", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294229, "name": "Natare Capital Management LP", "name_as_filed": "NATARE CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/natare-capital-management-lp-greenwich-ct-294229", "city": "Greenwich", "state": "CT", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321256, "name": "Neos Investments", "name_as_filed": "NEOS INVESTMENTS", "url": "https://advisorcensus.com/firm/neos-investments-westport-ct-321256", "city": "Westport", "state": "CT", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 164826, "name": "New Canaan Funding Mezzanine LLC", "name_as_filed": "NEW CANAAN FUNDING MEZZANINE LLC", "url": "https://advisorcensus.com/firm/new-canaan-funding-mezzanine-llc-new-canaan-ct-164826", "city": "New Canaan", "state": "CT", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 295905, "name": "New China Capital Management Corp.", "name_as_filed": "NEW CHINA CAPITAL MANAGEMENT CORP.", "url": "https://advisorcensus.com/firm/new-china-capital-management-corp-stamford-ct-295905", "city": "Stamford", "state": "CT", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307771, "name": "New Edge Wealth", "name_as_filed": "NEW EDGE WEALTH", "url": "https://advisorcensus.com/firm/new-edge-wealth-stamford-ct-307771", "city": "Stamford", "state": "CT", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions", "performance_based" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ct", "label": "Financial advisors in Connecticut" }, "metro": { "path": "/advisors/ct/bridgeport", "label": "Financial advisors in Bridgeport, CT" }, "city_pages": [ { "path": "/advisors/ct/bridgeport/greenwich", "label": "Financial advisors in Greenwich, CT", "firm_count": 222 }, { "path": "/advisors/ct/bridgeport/stamford", "label": "Financial advisors in Stamford, CT", "firm_count": 164 }, { "path": "/advisors/ct/bridgeport/westport", "label": "Financial advisors in Westport, CT", "firm_count": 80 }, { "path": "/advisors/ct/bridgeport/darien", "label": "Financial advisors in Darien, CT", "firm_count": 46 }, { "path": "/advisors/ct/bridgeport/norwalk", "label": "Financial advisors in Norwalk, CT", "firm_count": 24 }, { "path": "/advisors/ct/bridgeport/old-greenwich", "label": "Financial advisors in Old Greenwich, CT", "firm_count": 18 }, { "path": "/advisors/ct/bridgeport/new-canaan", "label": "Financial advisors in New Canaan, CT", "firm_count": 17 }, { "path": "/advisors/ct/bridgeport/wilton", "label": "Financial advisors in Wilton, CT", "firm_count": 12 }, { "path": "/advisors/ct/bridgeport/fairfield", "label": "Financial advisors in Fairfield, CT", "firm_count": 10 }, { "path": "/advisors/ct/bridgeport/southport", "label": "Financial advisors in Southport, CT", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/ct/bridgeport/fee-only", "label": "Fee-only financial advisors in Bridgeport, CT", "firm_count": 74 }, { "path": "/advisors/ct/bridgeport/flat-fee", "label": "Flat-fee financial advisors in Bridgeport, CT", "firm_count": 108 }, { "path": "/advisors/ct/bridgeport/hourly", "label": "Hourly financial advisors in Bridgeport, CT", "firm_count": 50 } ], "answer_pages": [ { "path": "/advisors/ct/bridgeport/for-high-net-worth-individuals", "firm_count": 155, "label": "Financial advisors for high-net-worth individuals in Bridgeport, CT" }, { "path": "/advisors/ct/bridgeport/for-retirement-plans", "firm_count": 68, "label": "Financial advisors for retirement plans in Bridgeport, CT" }, { "path": "/advisors/ct/bridgeport/for-businesses", "firm_count": 95, "label": "Financial advisors for businesses in Bridgeport, CT" }, { "path": "/advisors/ct/bridgeport/for-charities", "firm_count": 84, "label": "Financial advisors for charitable organizations in Bridgeport, CT" }, { "path": "/advisors/ct/bridgeport/no-account-minimum", "firm_count": 17, "label": "Financial advisors with no account minimum in Bridgeport, CT" } ], "niche_pages": [ { "path": "/advisors/ct/bridgeport/real-estate-investors", "firm_count": 1, "label": "Financial advisors for real estate investors in Bridgeport, CT" } ] }, "csv": "https://advisorcensus.com/advisors/ct/bridgeport.csv", "source": { "name": "Form ADV", "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" } }