# Bridgewater Advisors Inc.

> 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.

- CRD: 109826
- Filed as: BRIDGEWATER ADVISORS INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109826
- AdvisorCensus page: https://advisorcensus.com/firm/bridgewater-advisors-inc-new-york-ny-109826

## Quick answers

**How is Bridgewater Advisors Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bridgewater Advisors Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Bridgewater Advisors Inc. charge?**
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.

**Where is Bridgewater Advisors Inc. located?**
Bridgewater Advisors Inc.'s principal office is in New York, NY, according to its Form ADV.

**Is Bridgewater Advisors Inc. registered with the SEC or a state?**
Bridgewater Advisors Inc. is an SEC-registered investment advisory firm, registered since 1995. Status as filed: Approved. CRD 109826.

**How much does Bridgewater Advisors Inc. manage?**
Bridgewater Advisors Inc. reports $2,566,369,842 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Bridgewater Advisors Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Bridgewater Advisors Inc. serve?**
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).

**Which custodians does Bridgewater Advisors Inc. use?**
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.

**Does Bridgewater Advisors Inc. report any disciplinary disclosures?**
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

**What changed in Bridgewater Advisors Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,136,285,351 to $2,566,369,842 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- 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

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,566,369,842
- Discretionary: $2,566,369,842
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $107,332,444 |
| High net worth individuals | 366 | $2,379,991,729 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $4,248,590 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 6 | $13,489,085 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $36,818,224 |
| Other | 5 | $24,489,770 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1995 (31 years)
- Employees: 24 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, DC, FL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bridgewateradv.com
- LinkedIn @BRIDGEWATER-ADVISORS-INC.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,744,313,109 | 19 | April 5, 2021 |
| October 2022 | $1,954,524,604 | 19 | May 5, 2022 |
| October 2023 | $1,641,761,569 | 21 | May 25, 2023 |
| October 2024 | $1,904,071,683 | 22 | July 8, 2024 |
| October 2025 | $2,136,285,351 | 21 | March 15, 2025 |
| October 2026 | $2,566,369,842 | 24 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,136,285,351 to $2,566,369,842 (+20%).

### December 2025
- Employees performing advisory functions went from 16 to 17.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bridgewater Advisors Inc. (CRD 109826): Form ADV filing data as of October 2026.