# Financial advisors in Westport, CT

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ct/bridgeport/westport

## At a glance

- Investment advisory firms: 80
- Registration: SEC-registered investment adviser: 42, State-registered investment adviser: 14, Exempt reporting adviser: 24
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 15 (27%); Percentage of assets 54 (96%); Hourly charges 9 (16%); Subscription fees (newsletter or periodical) 1 (2%); Fixed fees 20 (36%); Performance-based fees 29 (52%); Other 9 (16%); No compensation arrangements reported 24
- Regulatory assets under management (Item 5.F): Under $25 million 8 (10%); $25 million to $100 million 4 (5%); $100 million to $500 million 20 (25%); $500 million to $1 billion 5 (6%); $1 billion to $5 billion 10 (13%); Over $5 billion 7 (9%); Not reported 26 (33%)
- Years registered: Under 5 years 35 (44%); 5 to 9 years 16 (20%); 10 to 19 years 20 (25%); 20 years or more 8 (10%); Not reported 1 (1%)

## Firms (page 1 of 2, 1 to 50 of 80, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [A.G.P / Alliance Global Partners](https://advisorcensus.com/firm/a-g-p-alliance-global-partners-westport-ct-8361) ([md](https://advisorcensus.com/firm/a-g-p-alliance-global-partners-westport-ct-8361.md)) | 8361 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 17 | % of assets, Hourly, Other |
| [Adaptation Ventures LLC](https://advisorcensus.com/firm/adaptation-ventures-llc-westport-ct-341422) ([md](https://advisorcensus.com/firm/adaptation-ventures-llc-westport-ct-341422.md)) | 341422 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Albion Trinity Capital Management, LLC](https://advisorcensus.com/firm/albion-trinity-capital-management-llc-westport-ct-342424) ([md](https://advisorcensus.com/firm/albion-trinity-capital-management-llc-westport-ct-342424.md)) | 342424 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Alpine Hill Advisors LLC](https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412) ([md](https://advisorcensus.com/firm/alpine-hill-advisors-llc-westport-ct-325412.md)) | 325412 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee |
| [Altai Ventures Advisors, LLC](https://advisorcensus.com/firm/altai-ventures-advisors-llc-westport-ct-316039) ([md](https://advisorcensus.com/firm/altai-ventures-advisors-llc-westport-ct-316039.md)) | 316039 | Westport, CT | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Ararat Capital Management LP](https://advisorcensus.com/firm/ararat-capital-management-lp-westport-ct-291783) ([md](https://advisorcensus.com/firm/ararat-capital-management-lp-westport-ct-291783.md)) | 291783 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Ardmore Road Asset Management LP](https://advisorcensus.com/firm/ardmore-road-asset-management-lp-westport-ct-311471) ([md](https://advisorcensus.com/firm/ardmore-road-asset-management-lp-westport-ct-311471.md)) | 311471 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee |
| [Aspetuck Financial Management LLC](https://advisorcensus.com/firm/aspetuck-financial-management-llc-westport-ct-134500) ([md](https://advisorcensus.com/firm/aspetuck-financial-management-llc-westport-ct-134500.md)) | 134500 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [August Wealth Advisors LLC](https://advisorcensus.com/firm/august-wealth-advisors-llc-westport-ct-339322) ([md](https://advisorcensus.com/firm/august-wealth-advisors-llc-westport-ct-339322.md)) | 339322 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Ayrshire Capital Management LLC](https://advisorcensus.com/firm/ayrshire-capital-management-llc-westport-ct-157883) ([md](https://advisorcensus.com/firm/ayrshire-capital-management-llc-westport-ct-157883.md)) | 157883 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets |
| [Ayrton Capital LLC](https://advisorcensus.com/firm/ayrton-capital-llc-westport-ct-286298) ([md](https://advisorcensus.com/firm/ayrton-capital-llc-westport-ct-286298.md)) | 286298 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Balance Point Capital Advisors, LLC](https://advisorcensus.com/firm/balance-point-capital-advisors-llc-westport-ct-264789) ([md](https://advisorcensus.com/firm/balance-point-capital-advisors-llc-westport-ct-264789.md)) | 264789 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee, Other |
| [Balanced View Capital, LLC](https://advisorcensus.com/firm/balanced-view-capital-llc-westport-ct-170136) ([md](https://advisorcensus.com/firm/balanced-view-capital-llc-westport-ct-170136.md)) | 170136 | Westport, CT | State-registered investment adviser | Under $25 million | 12 | % of assets, Performance fee |
| [BHMS Investments, LP](https://advisorcensus.com/firm/bhms-investments-lp-westport-ct-162554) ([md](https://advisorcensus.com/firm/bhms-investments-lp-westport-ct-162554.md)) | 162554 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Birinyi Associates, Inc.](https://advisorcensus.com/firm/birinyi-associates-inc-westport-ct-107169) ([md](https://advisorcensus.com/firm/birinyi-associates-inc-westport-ct-107169.md)) | 107169 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Hourly, Subscription, Fixed fee |
| [Black Oak Capital Management, LLC](https://advisorcensus.com/firm/black-oak-capital-management-llc-westport-ct-286481) ([md](https://advisorcensus.com/firm/black-oak-capital-management-llc-westport-ct-286481.md)) | 286481 | Westport, CT | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Blue Keel Financial Planning](https://advisorcensus.com/firm/blue-keel-financial-planning-westport-ct-173006) ([md](https://advisorcensus.com/firm/blue-keel-financial-planning-westport-ct-173006.md)) | 173006 | Westport, CT | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Brennan Capital Management LLC](https://advisorcensus.com/firm/brennan-capital-management-llc-westport-ct-316432) ([md](https://advisorcensus.com/firm/brennan-capital-management-llc-westport-ct-316432.md)) | 316432 | Westport, CT | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Bridgewater Associates, LP](https://advisorcensus.com/firm/bridgewater-associates-lp-westport-ct-105129) ([md](https://advisorcensus.com/firm/bridgewater-associates-lp-westport-ct-105129.md)) | 105129 | Westport, CT | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Performance fee, Other |
| [Brightlight Capital](https://advisorcensus.com/firm/brightlight-capital-westport-ct-171109) ([md](https://advisorcensus.com/firm/brightlight-capital-westport-ct-171109.md)) | 171109 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [CAS Investment Partners, LLC](https://advisorcensus.com/firm/cas-investment-partners-llc-westport-ct-170071) ([md](https://advisorcensus.com/firm/cas-investment-partners-llc-westport-ct-170071.md)) | 170071 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Castlekeep Investment Advisors](https://advisorcensus.com/firm/castlekeep-investment-advisors-westport-ct-111656) ([md](https://advisorcensus.com/firm/castlekeep-investment-advisors-westport-ct-111656.md)) | 111656 | Westport, CT | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Hourly |
| [Cfig Investment Advisory Services, LLC](https://advisorcensus.com/firm/cfig-investment-advisory-services-llc-westport-ct-148261) ([md](https://advisorcensus.com/firm/cfig-investment-advisory-services-llc-westport-ct-148261.md)) | 148261 | Westport, CT | State-registered investment adviser | $25 million to $100 million | 15 | % of assets, Hourly, Fixed fee |
| [Charter Oak Equity Management, LLC](https://advisorcensus.com/firm/charter-oak-equity-management-llc-westport-ct-161737) ([md](https://advisorcensus.com/firm/charter-oak-equity-management-llc-westport-ct-161737.md)) | 161737 | Westport, CT | Exempt reporting adviser | Not reported | 14 | Not reported |
| [Coastal Bridge Advisors](https://advisorcensus.com/firm/coastal-bridge-advisors-westport-ct-152569) ([md](https://advisorcensus.com/firm/coastal-bridge-advisors-westport-ct-152569.md)) | 152569 | Westport, CT | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Hourly, Fixed fee, Other |
| [Compass Group Management LLC](https://advisorcensus.com/firm/compass-group-management-llc-westport-ct-168422) ([md](https://advisorcensus.com/firm/compass-group-management-llc-westport-ct-168422.md)) | 168422 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee, Performance fee |
| [Crito Capital Advisers LLC](https://advisorcensus.com/firm/crito-capital-advisers-llc-westport-ct-330570) ([md](https://advisorcensus.com/firm/crito-capital-advisers-llc-westport-ct-330570.md)) | 330570 | Westport, CT | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Crito Capital LLC](https://advisorcensus.com/firm/crito-capital-llc-westport-ct-161724) ([md](https://advisorcensus.com/firm/crito-capital-llc-westport-ct-161724.md)) | 161724 | Westport, CT | State-registered investment adviser | Not reported | Not reported | Fixed fee |
| [Divyde Capital Partners L.P.](https://advisorcensus.com/firm/divyde-capital-partners-l-p-westport-ct-338880) ([md](https://advisorcensus.com/firm/divyde-capital-partners-l-p-westport-ct-338880.md)) | 338880 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Dock Street Capital Management LLC](https://advisorcensus.com/firm/dock-street-capital-management-llc-westport-ct-157155) ([md](https://advisorcensus.com/firm/dock-street-capital-management-llc-westport-ct-157155.md)) | 157155 | Westport, CT | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee |
| [DP Equity Investments LLC](https://advisorcensus.com/firm/dp-equity-investments-llc-westport-ct-315283) ([md](https://advisorcensus.com/firm/dp-equity-investments-llc-westport-ct-315283.md)) | 315283 | Westport, CT | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Drum Hill Capital, LLC](https://advisorcensus.com/firm/drum-hill-capital-llc-westport-ct-123359) ([md](https://advisorcensus.com/firm/drum-hill-capital-llc-westport-ct-123359.md)) | 123359 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Hourly, Fixed fee |
| [Edge Partners Capital LLC](https://advisorcensus.com/firm/edge-partners-capital-llc-westport-ct-330669) ([md](https://advisorcensus.com/firm/edge-partners-capital-llc-westport-ct-330669.md)) | 330669 | Westport, CT | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Educated Wealth & Financial, LLC](https://advisorcensus.com/firm/educated-wealth-and-financial-llc-westport-ct-283739) ([md](https://advisorcensus.com/firm/educated-wealth-and-financial-llc-westport-ct-283739.md)) | 283739 | Westport, CT | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [EL2 Capital LLC](https://advisorcensus.com/firm/el2-capital-llc-westport-ct-317882) ([md](https://advisorcensus.com/firm/el2-capital-llc-westport-ct-317882.md)) | 317882 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Elvaston Capital Management LLC](https://advisorcensus.com/firm/elvaston-capital-management-llc-westport-ct-238795) ([md](https://advisorcensus.com/firm/elvaston-capital-management-llc-westport-ct-238795.md)) | 238795 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Energy Income Partners](https://advisorcensus.com/firm/energy-income-partners-westport-ct-140799) ([md](https://advisorcensus.com/firm/energy-income-partners-westport-ct-140799.md)) | 140799 | Westport, CT | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee |
| [Fermat Capital Management, LLC](https://advisorcensus.com/firm/fermat-capital-management-llc-westport-ct-134099) ([md](https://advisorcensus.com/firm/fermat-capital-management-llc-westport-ct-134099.md)) | 134099 | Westport, CT | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee |
| [Gemspring Capital Management, LP](https://advisorcensus.com/firm/gemspring-capital-management-lp-westport-ct-285081) ([md](https://advisorcensus.com/firm/gemspring-capital-management-lp-westport-ct-285081.md)) | 285081 | Westport, CT | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee |
| [Gray's Creek Capital Advisors, LLC](https://advisorcensus.com/firm/gray-s-creek-capital-advisors-llc-westport-ct-170402) ([md](https://advisorcensus.com/firm/gray-s-creek-capital-advisors-llc-westport-ct-170402.md)) | 170402 | Westport, CT | Exempt reporting adviser | Not reported | 10 | Not reported |
| [Greater Wealth](https://advisorcensus.com/firm/greater-wealth-westport-ct-326978) ([md](https://advisorcensus.com/firm/greater-wealth-westport-ct-326978.md)) | 326978 | Westport, CT | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Greenhouse Wealth Management, LLC](https://advisorcensus.com/firm/greenhouse-wealth-management-llc-westport-ct-283763) ([md](https://advisorcensus.com/firm/greenhouse-wealth-management-llc-westport-ct-283763.md)) | 283763 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Hcap 1 LLC](https://advisorcensus.com/firm/hcap-1-llc-westport-ct-330765) ([md](https://advisorcensus.com/firm/hcap-1-llc-westport-ct-330765.md)) | 330765 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Highcape Partners Management, L.P.](https://advisorcensus.com/firm/highcape-partners-management-l-p-westport-ct-170971) ([md](https://advisorcensus.com/firm/highcape-partners-management-l-p-westport-ct-170971.md)) | 170971 | Westport, CT | Exempt reporting adviser | Not reported | 12 | Not reported |
| [Hunjo LLC](https://advisorcensus.com/firm/hunjo-llc-westport-ct-290595) ([md](https://advisorcensus.com/firm/hunjo-llc-westport-ct-290595.md)) | 290595 | Westport, CT | State-registered investment adviser | Under $25 million | 8 | % of assets, Performance fee |
| [IHS Herold Inc.](https://advisorcensus.com/firm/ihs-herold-inc-westport-ct-127160) ([md](https://advisorcensus.com/firm/ihs-herold-inc-westport-ct-127160.md)) | 127160 | Westport, CT | State-registered investment adviser | Not reported | 10 | Fixed fee, Other |
| [Iridian Asset Management LLC](https://advisorcensus.com/firm/iridian-asset-management-llc-westport-ct-104550) ([md](https://advisorcensus.com/firm/iridian-asset-management-llc-westport-ct-104550.md)) | 104550 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 30 | % of assets, Performance fee |
| [Isos Capital Management, LP](https://advisorcensus.com/firm/isos-capital-management-lp-westport-ct-313302) ([md](https://advisorcensus.com/firm/isos-capital-management-lp-westport-ct-313302.md)) | 313302 | Westport, CT | Exempt reporting adviser | Not reported | 0 | Not reported |
| [JGB Capital Management L.P.](https://advisorcensus.com/firm/jgb-capital-management-l-p-westport-ct-163658) ([md](https://advisorcensus.com/firm/jgb-capital-management-l-p-westport-ct-163658.md)) | 163658 | Westport, CT | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee, Other |
| [JKG Capital LLC](https://advisorcensus.com/firm/jkg-capital-llc-westport-ct-284609) ([md](https://advisorcensus.com/firm/jkg-capital-llc-westport-ct-284609.md)) | 284609 | Westport, CT | State-registered investment adviser | Under $25 million | 10 | % of assets, Fixed fee, Other |

- Next page: https://advisorcensus.com/advisors/ct/bridgeport/westport/page/2.md

## Questions people ask

**How many financial advisory firms are there in Westport, CT?**
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.

**How many fee-only financial advisors are in Westport, CT?**
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.

**How many financial advisors in Westport, CT offer financial planning?**
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.

**Are the financial advisors in Westport, 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 15 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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Cite as: AdvisorCensus. Financial advisors in Westport, CT: 80 firms from Form ADV filings as of October 2026.