Riskbridge Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Norwalk, CT. Its latest Form ADV filing, dated March 31, 2026, reports $898M in regulatory assets under management, 15 employees, 2 offices, and 293 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
218
2
HNWI
20.1%
59
3
Corporations
2.4%
7
4
Charitable
1.7%
5
5
Pension Plans
0.7%
2
Categories with <5 clients
Insurance companies<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$898Mas of March 31, 2026
Discretionary60.1%
$540M
60% of total RAUM60.1%
Non-discretionary39.9%
$359M
40% of total RAUM39.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$898M
Total Accounts293
10Y AUM Change+$898M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee20:1
10Y Employee Change+14 (+1400.0%)
* 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.