Bridgewater Advisors Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New York, NY. Its latest Form ADV filing, dated March 12, 2026, reports $2.6B in regulatory assets under management, 24 employees, and 3,075 accounts.
Assets Under Management
$2.6B
Employees
24
Offices
--
Total Clients
606
Primary office
NEW YORK, NY
600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.4% of total clients.
Top client categories% of clientsClients
1
HNWI
60.4%
366
2
Individuals
36.8%
223
3
Charitable
1.0%
6
4
Corporations
0.8%
5
5
FOREIGN CLIENTS
0.8%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.6Bas of March 12, 2026
Discretionary100.0%
$2.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.6B
Total Accounts3,075
10Y AUM Change+$1.3B (+104.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee25:1
10Y Employee Change+8 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.