Stonebridge Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wilton, CT. Its latest Form ADV filing, dated March 18, 2026, reports $11.8B in regulatory assets under management, 15 employees, and 3,739 accounts.
Assets Under Management
$11.8B
Employees
15
Offices
--
Total Clients
255
Primary office
WILTON, CT
10 WESTPORT ROAD, SUITE C101, WILTON, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.4% of total clients.
Top client categories% of clientsClients
1
Individuals
82.4%
210
2
HNWI
4.3%
11
3
Pension Plans
4.3%
11
4
Charitable
2.7%
7
5
Other Advisers
2.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$11.8Bas of March 18, 2026
Discretionary100.0%
$11.8B
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.
Total AUM$11.8B
Total Accounts3,739
10Y AUM Change+$5.7B (+91.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee17:1
10Y Employee Change+1 (+7.1%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.