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Top RIA Firms in Westport, Connecticut
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Westport, Connecticut. This hub covers 38 matching firms with $231.4B in total reported AUM and median AUM of $752.4M.
Firms
38
Matching current profiles
Total AUM
$231.4B
Reported regulatory AUM
Median AUM
$752.4M
Across firms with AUM
Largest firm
$150.2B
Bridgewater Associates, LP
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Bridgewater Associates, LP CRD 105129 · Limited Partnership | WESTPORT, CT | $150.2B May 2026 | +$13.7B+10.0% | -$46.7B-23.7% | -$72.9B-32.7% | +$29.2B+24.1% | -31 employees-2.7% over 3Y | -10 accounts-7.0% over 3Y |
| 2. Neos Investments CRD 321256 · Limited Liability Company | WESTPORT, CT | $21.7B Mar 2026 | +$15.8B+265.5% | — | — | — | +27 employees+337.5% over 3Y | +9 accounts+90.0% over 1Y |
| 3. Fermat Capital Management, LLC CRD 134099 · Limited Liability Company | WESTPORT, CT | $11.1B Mar 2026 | +$185.9M+1.7% | +$1.9B+21.0% | +$2.8B+33.7% | +$8.6B+342.9% | +16 employees+51.6% over 3Y | +2 accounts+18.2% over 3Y |
| 4. Energy Income Partners CRD 140799 · Limited Liability Company | WESTPORT, CT | $6.1B May 2026 | +$705.8M+13.2% | +$924.1M+18.0% | +$2.4B+65.2% | +$5.4B+846.1% | +1 employees+5.0% over 3Y | -42 accounts-28.0% over 3Y |
| 5. Lime Rock CRD 157127 · Limited Partnership | WESTPORT, CT | $5.5B Mar 2026 | -$7.2B-56.8% | -$3.6B-39.9% | -$1.8B-24.7% | +$1.1B+23.7% | -14 employees-6.6% over 3Y | -3 accounts-11.5% over 3Y |
| 6. Gemspring Capital Management, LP CRD 285081 · Limited Partnership | WESTPORT, CT | $5.1B Mar 2026 | +$1.4B+36.8% | +$3.1B+148.0% | +$3.9B+312.9% | +$4.8B+1351.9% | +29 employees+55.8% over 3Y | +4 accounts+36.4% over 3Y |
| 7. Coastal Bridge Advisors CRD 152569 · Limited Liability Company | WESTPORT, CT | $5.0B Mar 2026 | +$2.2B+78.4% | +$2.2B+75.9% | +$2.9B+139.2% | +$4.3B+585.1% | +22 employees+91.7% over 3Y | +7,511 accounts+188.1% over 3Y |
| 8. Compass Group Management LLC CRD 168422 · Limited Liability Company | WESTPORT, CT | $3.0B Mar 2026 | -$1.0B-25.0% | -$105.1M-3.3% | +$440.7M+17.0% | +$2.5B+435.9% | -12 employees-32.4% over 3Y | 0 accounts+0.0% over 3Y |
| 9. Ardmore Road Asset Management LP CRD 311471 · Limited Partnership | WESTPORT, CT | $2.8B Mar 2026 | +$1.2B+78.6% | +$2.3B+444.2% | +$2.6B+1319.4% | — | +11 employees+183.3% over 3Y | +2 accounts+16.7% over 3Y |
| 10. Cas Investment Partners, LLC CRD 170071 · Limited Liability Company | WESTPORT, CT | $2.4B Mar 2026 | +$635.5M+35.1% | +$1.9B+318.1% | +$416.7M+20.5% | +$2.3B+1221.8% | 0 employees+0.0% over 3Y | -1 accounts-20.0% over 3Y |
| 11. Balance Point Capital Advisors, LLC CRD 264789 · Limited Liability Company | WESTPORT, CT | $2.4B Apr 2026 | +$264.6M+12.2% | +$900.2M+58.4% | +$1.1B+80.9% | +$2.1B+617.0% | +8 employees+53.3% over 3Y | +1 accounts+16.7% over 3Y |
| 12. A.g.p / Alliance Global Partners CRD 8361 · Limited Liability Company | WESTPORT, CT | $2.3B Apr 2026 | +$610.8M+36.2% | +$1.1B+84.3% | +$1.4B+146.6% | +$2.0B+713.5% | +53 employees+19.9% over 3Y | +1,857 accounts+36.4% over 3Y |
| 13. Dock Street Capital Management LLC CRD 157155 · Limited Liability Company | WESTPORT, CT | $1.7B Jan 2026 | -$699.7M-29.8% | -$995.1M-37.6% | -$427.0M-20.5% | -$1.1B-38.9% | +1 employees+33.3% over 3Y | +3 accounts+5.3% over 3Y |
| 14. Third View Private Wealth CRD 335591 · Limited Liability Company | WESTPORT, CT | $1.2B Apr 2026 | — | — | — | — | +5 employees+83.3% over 1Y | — |
| 15. Bhms Investments, LP CRD 162554 · Limited Partnership | WESTPORT, CT | $1.0B Mar 2026 | +$340.7M+51.3% | +$546.4M+119.0% | — | +$546.4M+119.0% | +5 employees+62.5% over 3Y | +2 accounts+40.0% over 3Y |
| 16. Verbena Value LP CRD 337379 · Limited Partnership | WESTPORT, CT | $1.0B Aug 2025 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 17. Castlekeep Investment Advisors CRD 111656 · Limited Liability Company | WESTPORT, CT | $920.8M Mar 2026 | +$158.3M+20.8% | +$228.9M+33.1% | +$329.3M+55.7% | +$381.9M+70.9% | +1 employees+25.0% over 3Y | +229 accounts+97.4% over 3Y |
| 18. Rfe Management Corporation CRD 160360 · Corporation | WESTPORT, CT | $913.3M Mar 2026 | +$141.5M+18.3% | +$206.4M+29.2% | +$422.0M+85.9% | +$540.5M+145.0% | +2 employees+13.3% over 3Y | +1 accounts+16.7% over 3Y |
| 19. True Green Capital Management LLC CRD 277052 · Limited Liability Company | WESTPORT, CT | $876.2M May 2026 | +$170.9M+24.2% | +$215.3M+32.6% | — | +$711.1M+430.8% | +14 employees+70.0% over 3Y | +6 accounts+150.0% over 3Y |
| 20. Manatuck Hill Partners, LLC CRD 160689 · Limited Liability Company | WESTPORT, CT | $628.6M Mar 2026 | +$23.4M+3.9% | +$57.8M+10.1% | +$110.7M+21.4% | -$1.1B-62.9% | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 21. Northlight Capital Partners CRD 170112 · Limited Liability Company | WESTPORT, CT | $582.2M Apr 2026 | +$54.5M+10.3% | +$217.1M+59.5% | — | +$328.4M+129.4% | -1 employees-9.1% over 3Y | +4 accounts+40.0% over 3Y |
| 22. Birinyi Associates, INC. CRD 107169 · Corporation | WESTPORT, CT | $471.7M Feb 2026 | +$123.0M+35.3% | +$92.5M+24.4% | +$183.3M+63.5% | +$275.3M+140.3% | -1 employees-20.0% over 3Y | -9 accounts-5.2% over 3Y |
| 23. August Wealth Advisors LLC CRD 339322 · Limited Liability Company | WESTPORT, CT | $436.6M Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 24. Longwall Family Office CRD 324336 · Limited Liability Partnership | WESTPORT, CT | $428.2M Apr 2026 | +$102.1M+31.3% | — | — | — | -1 employees-16.7% over 3Y | +10 accounts+9.1% over 1Y |
| 25. Jgb Capital Management L.p. CRD 163658 · Limited Partnership | WESTPORT, CT | $421.0M Apr 2026 | +$91.0M+27.6% | +$163.5M+63.5% | +$184.8M+78.2% | +$226.8M+116.7% | +2 employees+25.0% over 3Y | +6 accounts+150.0% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.