COASTAL BRIDGE ADVISORS

Tel: 203-683-1530 54 Wilton Road 1st Floor Westport, Connecticut 06880

About COASTAL BRIDGE ADVISORS

COASTAL BRIDGE ADVISORS is a Westport, Connecticut based financial advisory firm with nearly $2,814,677,305 in assets under management and provides investment advisory services for 4259 clients. There are currently 25 financial advisors at the firm.

General Information
Firm CRD#:

152569

Firm SEC#:

801-70943

Assets Under Management:

$2,814,677,305

No. of Clients:

4259

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Connecticut?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Connecticut, Westport

FirmCRD#:105129
SEC#:801-35875
No. of Advisors:1196
No. of Clients:133
AUM:$171,751,270,410
FirmCRD#:157127
SEC#:801-73847
No. of Advisors:213
No. of Clients:26
AUM:$12,667,511,156
FirmCRD#:134099
SEC#:801-65497
No. of Advisors:37
No. of Clients:13
AUM:$10,954,239,406
FirmCRD#:140799
SEC#:801-66907
No. of Advisors:19
No. of Clients:145
AUM:$4,798,060,000
FirmCRD#:110361
SEC#:801-60134
No. of Advisors:8
No. of Clients:1537
AUM:$4,149,434,633
FirmCRD#:285081
SEC#:801-108389
No. of Advisors:64
No. of Clients:12
AUM:$4,053,787,867
FirmCRD#:168422
SEC#:801-78327
No. of Advisors:42
No. of Clients:1
AUM:$3,816,981,000
FirmCRD#:264789
SEC#:801-103476
No. of Advisors:17
No. of Clients:7
AUM:$2,030,700,480
FirmCRD#:156946
SEC#:801-73976
No. of Advisors:20
No. of Clients:4
AUM:$1,706,162,409
FirmCRD#:8361
SEC#:801-70276
No. of Advisors:318
No. of Clients:5849
AUM:$1,689,281,243
FirmCRD#:321256
SEC#:801-126101
No. of Advisors:14
No. of Clients:20
AUM:$1,359,531,463
FirmCRD#:157155
SEC#:801-77192
No. of Advisors:4
No. of Clients:68
AUM:$1,330,710,296
FirmCRD#:170071
SEC#:801-111983
No. of Advisors:3
No. of Clients:4
AUM:$951,083,043
FirmCRD#:111656
SEC#:801-60338
No. of Advisors:7
No. of Clients:440
AUM:$762,424,454

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.