{
  "crd_number": 109826,
  "slug": "bridgewater-advisors-inc-new-york-ny-109826",
  "primary_business_name": "BRIDGEWATER ADVISORS INC.",
  "legal_name": "BRIDGEWATER ADVISORS INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1995-01-01",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 2566369842.0,
  "raum_discretionary": 2566369842.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 17,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 24489770.0,
      "count": 5,
      "description": "FOREIGN CLIENTS"
    },
    "charitable": {
      "raum": 13489085.0,
      "count": 6
    },
    "individuals": {
      "raum": 107332444.0,
      "count": 223
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 4248590.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 2379991729.0,
      "count": 366
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 36818224.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "FL",
    "LA",
    "MA",
    "MD",
    "ME",
    "NC",
    "NH",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://bridgewateradv.com",
    "https://linkedin.com/COMPANY/BRIDGEWATER-ADVISORS-INC."
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109826",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/bridgewater-advisors-inc-new-york-ny-109826",
  "display_name": "Bridgewater Advisors Inc.",
  "summary": "Bridgewater Advisors Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 1995, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Bridgewater Advisors Inc. (CRD 109826): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bridgewater Advisors Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bridgewater Advisors Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Bridgewater Advisors Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Up to $3,000,000: 1% a year; $3,000,000 to $6,000,000: 0.75% a year; Above $6,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bridgewater Advisors Inc. located?",
      "a": "Bridgewater Advisors Inc.'s principal office is in New York, NY, according to its Form ADV."
    },
    {
      "q": "Is Bridgewater Advisors Inc. registered with the SEC or a state?",
      "a": "Bridgewater Advisors Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 109826."
    },
    {
      "q": "How much does Bridgewater Advisors Inc. manage?",
      "a": "Bridgewater Advisors Inc. reports $2,566,369,842 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bridgewater Advisors Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bridgewater Advisors Inc.: Regulatory assets under management: $1,744,313,109 in the October 2021 data and $2,566,369,842 in the October 2026 data, up 47%. Total employees: 19 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bridgewater Advisors Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (366); individuals (other than high net worth individuals) (223); charitable organizations (6)."
    },
    {
      "q": "Which custodians does Bridgewater Advisors Inc. use?",
      "a": "Bridgewater Advisors Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bridgewater Advisors Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109826"
    },
    {
      "q": "What changed in Bridgewater Advisors Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,136,285,351 to $2,566,369,842 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1744313109.0,
      "total_employees": 19,
      "filing_date": "2021-04-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1954524604.0,
      "total_employees": 19,
      "filing_date": "2022-05-05"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1641761569.0,
      "total_employees": 21,
      "filing_date": "2023-05-25"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1904071683.0,
      "total_employees": 22,
      "filing_date": "2024-07-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2136285351.0,
      "total_employees": 21,
      "filing_date": "2025-03-15"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2566369842.0,
      "total_employees": 24,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,136,285,351 to $2,566,369,842 (+20%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 16 to 17."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "tiers": [
      {
        "band": "Up to $3,000,000",
        "rate": "1%"
      },
      {
        "band": "$3,000,000 to $6,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $6,000,000",
        "rate": "0.5%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $3,000,000: 1% a year",
          "$3,000,000 to $6,000,000: 0.75% a year",
          "Above $6,000,000: 0.5% a year"
        ],
        "quotes": [
          "The annual fee is 1.00% of the first $3 million, plus 0.75% of the next $3 million, plus 0.5% of any assets in excess of $6 million."
        ]
      }
    ],
    "quotes": [
      "The annual fee is 1.00% of the first $3 million, plus 0.75% of the next $3 million, plus 0.5% of any assets in excess of $6 million."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bridgewater-advisors-inc-new-york-ny-109826.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 223,
      "fewer_than_5": false,
      "raum": 107332444.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 366,
      "fewer_than_5": false,
      "raum": 2379991729.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 4248590.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 13489085.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 36818224.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 5,
      "fewer_than_5": false,
      "raum": 24489770.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109826",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}