Overview
Assets Under Management: $11.8 billion
Headquarters: WILTON, CT
High-Net-Worth Clients: 11
Average Client Assets: $4.6 million
Frequently Asked Questions
STONEBRIDGE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134017), STONEBRIDGE ADVISORS LLC is subject to fiduciary duty under federal law.
STONEBRIDGE ADVISORS LLC is headquartered in WILTON, CT.
STONEBRIDGE ADVISORS LLC serves 11 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, STONEBRIDGE ADVISORS LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
STONEBRIDGE ADVISORS LLC manages $11.8 billion in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, STONEBRIDGE ADVISORS LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.43%
Average Client Assets: $4.6 million
Total Client Accounts: 3,739
Discretionary Accounts: 3,739
Regulatory Filings
CRD Number: 134017
Filing ID: 2075757
Last Filing Date: 2026-03-18 12:26:27