Top 10 financial advisor firms in Westport

12 SEC-registered financial advisor firms are headquartered in Westport, CT, with $8.87B in combined regulatory assets under management. The largest by assets are Coastal Bridge Advisors ($5.02B), Third View Private Wealth ($1.16B) and Birinyi Associates ($472M).

12
Financial advisor firms: $8.87B
Their combined AUM: $287M
Median firm AUM: 3,229
Clients of the top 10

The 10 largest by assets

1
Coastal Bridge Advisors
RIA
$5.02B
0.50% to 1.25% a year
2
Third View Private Wealth
RIA
$1.16B
0.45% to 1.25% a year
3
Birinyi Associates
RIA
$472M
1.00% to 2.00% a year
4
August Wealth Advisors
RIA
$437M
Up to 1.50% a year
5
Longwall Investment Partners
RIA
$428M
Up to 1.25% a year
6
Greenhouse Wealth Management
RIA
$289M
0.50% to 1.00% a year
7
Ayrshire Capital Management
RIA
$285M
0.50% to 1.00% a year
8
Drum Hill Capital
RIA
$194M
Regulatory AUM
9
Aspetuck Financial Management
RIA
$178M
0.65% to 0.85% a year
10
LCR Wealth Management
RIA
$152M
Regulatory AUM

Profiles of the top 10

No. 1 · RIA

Coastal Bridge Advisors

Coastal Bridge Advisors is an investment adviser based in Westport, CT, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $5.02 billion, as filed on 22 July 2026.

Coastal Bridge Advisors charges 0.50%–1.25% a year for its Investment Management Fee.

Regulatory AUM: $5.02B
Clients: 1,997
Advisory staff: 25
Fee schedule: 0.50% to 1.25% a year
Custodians: Pershing, Fidelity
Headquarters: 54 Wilton Road, 1st Floor, Westport, CT 06880
Phone: 203-683-1530
Website: coastalbridgeadvisors.com

No. 2 · RIA

Third View Private Wealth

Third View Private Wealth is an investment adviser based in Westport, CT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.16 billion, as filed on 10 August 2026.

Third View Private Wealth charges 0.45%–1.25% a year for its Portfolio Management Services.

Regulatory AUM: $1.16B
Clients: 324
Advisory staff: 6
Founded: 2025
Fee schedule: 0.45% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 257 Riverside Avenue, Suite 301, Westport, CT 06880
Phone: 860-759-0650
Website: thirdviewpw.com

No. 3 · RIA

Birinyi Associates

Birinyi Associates is an investment adviser based in Westport, CT, registered with the SEC since 1990. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $472 million, as filed on 19 February 2026.

Birinyi Associates charges 1.00%–2.00% a year for its Separate account management.

Regulatory AUM: $472M
Clients: 107
Advisory staff: 3
Fee schedule: 1.00% to 2.00% a year
Custodians: RBC Capital Markets
Headquarters: 59 Wilton Road, Second Floor, Westport, CT 06880
Phone: 203-341-0833
Website: birinyi.com

No. 4 · RIA

August Wealth Advisors

August Wealth Advisors is an investment adviser based in Westport, CT, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $437 million, as filed on 30 September 2026.

August Wealth Advisors charges up to 1.50% a year for its Wealth Management.

Regulatory AUM: $437M
Clients: 319
Advisory staff: 4
Founded: 2019
Fee schedule: Up to 1.50% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 51 Riverside Avenue, First Floor, Westport, CT 06880
Phone: 800-985-9477
Website: augustwealthadvisors.com

No. 5 · RIA

Longwall Investment Partners

Longwall Investment Partners is an investment adviser based in Westport, CT, registered with the SEC since 2023. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and corporations and other businesses. Its regulatory assets under management total $428 million, as filed on 23 July 2026.

Longwall Investment Partners charges up to 1.25% a year for its Investment Management Services.

Regulatory AUM: $428M
Clients: 50
Advisory staff: 3
Fee schedule: Up to 1.25% a year
Custodians: Fidelity, Efg Bank and Trust (Bahamas)
Headquarters: 8 Wright St, Suite 107, Westport, CT 06880
Phone: 203-209-2785
Website: longwallfamilyoffice.com

No. 6 · RIA

Greenhouse Wealth Management

Greenhouse Wealth Management is an investment adviser based in Westport, CT, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $289 million, as filed on 17 February 2026.

Greenhouse Wealth Management charges 0.50%–1.00% a year for its Wealth Management.

Regulatory AUM: $289M
Clients: 71
Advisory staff: 1
Founded: 2016
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 8 Wright Street, Suite 107, Westport, CT 06880
Phone: 203-561-5002
Website: greenhousewealth.com

No. 7 · RIA

Ayrshire Capital Management

Ayrshire Capital Management is an investment adviser based in Westport, CT, registered with the SEC since 2019. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $285 million, as filed on 10 February 2026.

Ayrshire Capital Management charges 0.50%–1.00% a year for its Investment supervisory services.

Regulatory AUM: $285M
Clients: 111
Advisory staff: 2
Founded: 2011
Fee schedule: 0.50% to 1.00% a year
Minimum account: $1,000,000
Custodians: Charles Schwab, Fidelity
Headquarters: 136 Main Street, Suite 203, Westport, CT 06880
Phone: 203-349-5600
Website: ayrshirecapital.com

No. 8 · RIA

Drum Hill Capital

Drum Hill Capital is an investment adviser based in Westport, CT, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $194 million, as filed on 2 September 2026.

Regulatory AUM: $194M
Clients: 73
Advisory staff: 2
Custodians: Fidelity
Headquarters: 1221 Post Road East, Suite 205, Westport, CT 06880-5430
Phone: 203-349-8182
Website: drumhill.com

No. 9 · RIA

Aspetuck Financial Management

Aspetuck Financial Management is an investment adviser based in Westport, CT, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $178 million, as filed on 17 February 2026.

Aspetuck Financial Management charges 0.65%–0.85% a year for its Risk Managed Portfolio Program Fee Schedule A.

Regulatory AUM: $178M
Clients: 99
Advisory staff: 1
Fee schedule: 0.65% to 0.85% a year
Custodians: Charles Schwab
Headquarters: 27a Imperial Ave., Westport, CT 06880
Phone: 203-226-5733
Website: aspetuckfinancial.com

No. 10 · RIA

LCR Wealth Management

LCR Wealth Management is an investment adviser based in Westport, CT, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $152 million, as filed on 23 June 2026.

Regulatory AUM: $152M
Clients: 78
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 518 Riverside Ave, Building A, Floor 2, Westport, CT 06880
Phone: 203-780-2272
Website: lcrwealth.com

Questions about financial advisors in Westport

How many financial advisor firms are headquartered in Westport?

12 SEC-registered financial advisor firms report their principal office in Westport, CT, managing $8.87B in regulatory assets between them. The other 29 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Westport?

Coastal Bridge Advisors, with $5.02B in regulatory assets under management on its latest Form ADV. The next largest are Third View Private Wealth ($1.16B) and Birinyi Associates ($472M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Westport?

The median firm manages $287M in regulatory assets. That is the midpoint of the 12 firms headquartered in Westport.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Westport charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.85% to 2.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Westport?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Westport has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Westport

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