City
Wealth management firms in Westport, Connecticut
As of October 2, 2026, 35 wealth management firms, including broker-dealer firms, with their main office in Westport, Connecticut reported $12.5 billion in regulatory assets under management; the largest by assets was Coastal Bridge Advisors, with $5.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 35
- Regulatory assets under management
- $12.5 billion
- Average per firm
- $357.0 million
- SEC-registered, of those listed
- 15 of 35 (42.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Coastal Bridge Advisors | SEC | $5.0 billion | 11,505 |
| 2 | A.G.P / Alliance Global Partners Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $2.9 billion | 7,490 |
| 3 | Third View Private Wealth | SEC | $1.2 billion | 1,792 |
| 4 | Birinyi Associates, Inc. | SEC | $471.7 million | 164 |
| 5 | August Wealth Advisors LLC | SEC | $436.6 million | 641 |
| 6 | Longwall Family Office | SEC | $428.2 million | 120 |
| 7 | Greenhouse Wealth Management, LLC | SEC | $288.6 million | 313 |
| 8 | Ayrshire Capital Management LLC | SEC | $285.1 million | 283 |
| 9 | The Herbst Group, LLC | SEC | $204.8 million | 294 |
| 10 | Drum Hill Capital, LLC | SEC | $194.3 million | 210 |
| 11 | Aspetuck Financial Management LLC | SEC | $178.3 million | 481 |
| 12 | Eagle Wealth Advisors | SEC | $164.1 million | 101 |
| 13 | LCR Wealth Management LLC | SEC | $151.8 million | 187 |
| 14 | Quorus Inc. | SEC | $148.2 million | 240 |
| 15 | Alpine Hill Advisors LLC | SEC | $114.5 million | 172 |
| 16 | Firethorn Capital, LLC | State | $57.4 million | 94 |
| 17 | Norman Kramer Investments, Inc. | State | $41.4 million | 82 |
| 18 | Brennan Capital Management LLC | State | $40.8 million | 65 |
| 19 | Cfig Investment Advisory Services, LLC | State | $31.4 million | 46 |
| 20 | Weston Wealth Advisors, LLC | State | $27.0 million | 86 |
| 21 | Balanced View Capital, LLC | State | $20.6 million | 40 |
| 22 | Foundation Financial Inc. | State | $17.5 million | 38 |
| 23 | JKG Capital LLC | State | $15.2 million | 28 |
| 24 | Blue Keel Financial Planning | State | $13.4 million | 22 |
| 25 | Wolfhound Wealth | State | $12.0 million | 4 |
| 26 | Manor Park Capital LLC | State | $10.6 million | 12 |
| 27 | Greater Wealth | State | $8.4 million | 2 |
| 28 | Schemco, LLC | State | $6.4 million | 6 |
| 29 | Hunjo LLC | State | $3.1 million | 2 |
| 30 | Seneca Wealth Advisors, LLC | State | $1.3 million | 2 |
| 31 | Crito Capital Advisers LLC | State | $0 | 0 |
| 32 | Educated Wealth & Financial, LLC | State | $0 | 0 |
| 33 | Highlight Advisors LLC | State | $0 | 0 |
| 34 | Pezzi Private Capital | State | $0 | 0 |
| 35 | Wealthguard LLC | State | $0 | 0 |
Wealth management firms in Connecticut, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.