STONEBRIDGE ADVISORS LLC

10 Westport Road
Suite C101
Wilton, Connecticut 06897-4543
Tel: 203-762-0004

About STONEBRIDGE ADVISORS LLC

STONEBRIDGE ADVISORS LLC, formally registered with the SEC as STONEBRIDGE ADVISORS LLC. The firm was established in 02/18/2005. They have over 1 offices throughout the country.

STONEBRIDGE ADVISORS LLC is a Wilton, Connecticut based Financial Planning firm with nearly $10,042,832,031 assets under management, offering retirement planning & investment advisory services to 4104 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	134017
SEC#	801-63899
Assets Managed by Firm	$10,042,832,031
No. of Clients	4104
No. of Advisors	17

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	4104	$10,042,832,031
Individuals (other than high net worth individuals)	250	$76,259,651
High net worth individuals	16	$74,538,021
Charitable organizations	8	$33,039,286
Other investment advisers	4	$1,316,505,872
Corporations or other businesses	43	$99,551,112

More Retirement Planning firms in Wilton, Connecticut:

Firm Name	Assets Under Management	Total Clients	Total Advisors
POINT72 ASSET MANAGEMENT, L.P. 72 Cummings Point Road Stamford, CT, 06902-7912	$172,101,281,944	15	2872
BRIDGEWATER ASSOCIATES, LP One Nyala Farms Road Westport, CT, 06880	$171,751,270,410	133	1196
AQR CAPITAL MANAGEMENT, LLC One Greenwich Plaza Suite 130, 3rd Floor Greenwich, CT, 06830	$132,541,536,421	294	573
HARTFORD INVESTMENT MANAGEMENT COMPANY One Hartford Plaza Hartford, CT, 06155	$110,207,824,026	170	296
VERITION FUND MANAGEMENT LLC One American Lane Greenwich, CT, 06831-9998	$107,251,821,000	4	524

Explore More Retirement Advisors in Wilton, Connecticut

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.