{
  "path": "/advisors/ct/bridgeport/westport",
  "url": "https://advisorcensus.com/advisors/ct/bridgeport/westport",
  "page_type": "metro_city",
  "title": "Financial advisors in Westport, CT",
  "filters": {},
  "scope_total": 80,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Westport, CT?",
      "a": "AdvisorCensus lists 80 investment advisory firms with a principal office in Westport, Connecticut (part of the Bridgeport metro area), from Form ADV filings as of October 2026: 42 SEC-registered, 14 state-registered, and 24 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 Westport, CT?",
      "a": "15 of the 80 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 Westport, CT offer financial planning?",
      "a": "17 of the 56 firms in Westport, 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 Westport, 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 15 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 80 investment advisory firms with a principal office in Westport, Connecticut (part of the Bridgeport metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Bridgeport metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "about_market": null,
  "citation": "AdvisorCensus. Financial advisors in Westport, CT: 80 firms from Form ADV filings as of October 2026.",
  "total_firms": 80,
  "page": 1,
  "total_pages": 2,
  "sort": "name",
  "registration_types": {
    "sec": 42,
    "state": 14,
    "exempt": 24
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 15
    },
    {
      "code": "percentage_of_aum",
      "count": 54
    },
    {
      "code": "hourly",
      "count": 9
    },
    {
      "code": "subscription",
      "count": 1
    },
    {
      "code": "fixed",
      "count": 20
    },
    {
      "code": "commissions",
      "count": 0
    },
    {
      "code": "performance_based",
      "count": 29
    },
    {
      "code": "other",
      "count": 9
    },
    {
      "code": "not_reported",
      "count": 24
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 35
    },
    {
      "code": "5_to_9",
      "count": 16
    },
    {
      "code": "10_to_19",
      "count": 20
    },
    {
      "code": "20_plus",
      "count": 8
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 8
    },
    {
      "code": "25m_100m",
      "count": 4
    },
    {
      "code": "100m_500m",
      "count": 20
    },
    {
      "code": "500m_1b",
      "count": 5
    },
    {
      "code": "1b_5b",
      "count": 10
    },
    {
      "code": "over_5b",
      "count": 7
    },
    {
      "code": "not_reported",
      "count": 26
    }
  ],
  "firms": [
    {
      "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": 341422,
      "name": "Adaptation Ventures LLC",
      "name_as_filed": "ADAPTATION VENTURES LLC",
      "url": "https://advisorcensus.com/firm/adaptation-ventures-llc-westport-ct-341422",
      "city": "Westport",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 342424,
      "name": "Albion Trinity Capital Management, LLC",
      "name_as_filed": "ALBION TRINITY CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/albion-trinity-capital-management-llc-westport-ct-342424",
      "city": "Westport",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 325412,
      "name": "Alpine Hill Advisors LLC",
      "name_as_filed": "ALPINE HILL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412",
      "city": "Westport",
      "state": "CT",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316039,
      "name": "Altai Ventures Advisors, LLC",
      "name_as_filed": "ALTAI VENTURES ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/altai-ventures-advisors-llc-westport-ct-316039",
      "city": "Westport",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 291783,
      "name": "Ararat Capital Management LP",
      "name_as_filed": "ARARAT CAPITAL MANAGEMENT LP",
      "url": "https://advisorcensus.com/firm/ararat-capital-management-lp-westport-ct-291783",
      "city": "Westport",
      "state": "CT",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "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": 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": 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": 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": 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": 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": 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": 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": 105129,
      "name": "Bridgewater Associates, LP",
      "name_as_filed": "BRIDGEWATER ASSOCIATES, LP",
      "url": "https://advisorcensus.com/firm/bridgewater-associates-lp-westport-ct-105129",
      "city": "Westport",
      "state": "CT",
      "years_registered": 36,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171109,
      "name": "Brightlight Capital",
      "name_as_filed": "BRIGHTLIGHT CAPITAL",
      "url": "https://advisorcensus.com/firm/brightlight-capital-westport-ct-171109",
      "city": "Westport",
      "state": "CT",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170071,
      "name": "CAS Investment Partners, LLC",
      "name_as_filed": "CAS INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/cas-investment-partners-llc-westport-ct-170071",
      "city": "Westport",
      "state": "CT",
      "years_registered": 8,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "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": 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": 161737,
      "name": "Charter Oak Equity Management, LLC",
      "name_as_filed": "CHARTER OAK EQUITY MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/charter-oak-equity-management-llc-westport-ct-161737",
      "city": "Westport",
      "state": "CT",
      "years_registered": 14,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 168422,
      "name": "Compass Group Management LLC",
      "name_as_filed": "COMPASS GROUP MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/compass-group-management-llc-westport-ct-168422",
      "city": "Westport",
      "state": "CT",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330570,
      "name": "Crito Capital Advisers LLC",
      "name_as_filed": "CRITO CAPITAL ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/crito-capital-advisers-llc-westport-ct-330570",
      "city": "Westport",
      "state": "CT",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161724,
      "name": "Crito Capital LLC",
      "name_as_filed": "CRITO CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/crito-capital-llc-westport-ct-161724",
      "city": "Westport",
      "state": "CT",
      "years_registered": null,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338880,
      "name": "Divyde Capital Partners L.P.",
      "name_as_filed": "DIVYDE CAPITAL PARTNERS L.P.",
      "url": "https://advisorcensus.com/firm/divyde-capital-partners-l-p-westport-ct-338880",
      "city": "Westport",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 157155,
      "name": "Dock Street Capital Management LLC",
      "name_as_filed": "DOCK STREET CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/dock-street-capital-management-llc-westport-ct-157155",
      "city": "Westport",
      "state": "CT",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315283,
      "name": "DP Equity Investments LLC",
      "name_as_filed": "DP EQUITY INVESTMENTS LLC",
      "url": "https://advisorcensus.com/firm/dp-equity-investments-llc-westport-ct-315283",
      "city": "Westport",
      "state": "CT",
      "years_registered": 5,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 330669,
      "name": "Edge Partners Capital LLC",
      "name_as_filed": "EDGE PARTNERS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/edge-partners-capital-llc-westport-ct-330669",
      "city": "Westport",
      "state": "CT",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 317882,
      "name": "EL2 Capital LLC",
      "name_as_filed": "EL2 CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/el2-capital-llc-westport-ct-317882",
      "city": "Westport",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 238795,
      "name": "Elvaston Capital Management LLC",
      "name_as_filed": "ELVASTON CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/elvaston-capital-management-llc-westport-ct-238795",
      "city": "Westport",
      "state": "CT",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 140799,
      "name": "Energy Income Partners",
      "name_as_filed": "ENERGY INCOME PARTNERS",
      "url": "https://advisorcensus.com/firm/energy-income-partners-westport-ct-140799",
      "city": "Westport",
      "state": "CT",
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    {
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      "name_as_filed": "HUNJO LLC",
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      "name_as_filed": "IHS HEROLD INC.",
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      "city": "Westport",
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    {
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      "name_as_filed": "ISOS CAPITAL MANAGEMENT, LP",
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      "name": "JGB Capital Management L.P.",
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      "city": "Westport",
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    },
    {
      "crd_number": 284609,
      "name": "JKG Capital LLC",
      "name_as_filed": "JKG CAPITAL LLC",
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      "city": "Westport",
      "state": "CT",
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  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/ct",
      "label": "Financial advisors in Connecticut"
    },
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    },
    "city_pages": [
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        "firm_count": 10
      },
      {
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        "firm_count": 10
      }
    ],
    "fee_pages": [
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        "path": "/advisors/ct/bridgeport/fee-only",
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        "firm_count": 74
      },
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        "firm_count": 108
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      {
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        "firm_count": 50
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        "firm_count": 1,
        "label": "Financial advisors for real estate investors in Bridgeport, CT"
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    ]
  },
  "csv": null,
  "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"
  }
}
