Fee-only adviser · New York, NY
Bridgewater Advisors Inc.
Bridgewater Advisors Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in New York, New York. On its latest Form ADV, filed March 12, 2026, it reports $2.6B in regulatory assets under management, 589 individual clients and 17 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 109826 · SEC file 801-48380 |
| Office | 600 Fifth Avenue, 26th Floor New York, NY 10020 |
| Phone | (212) 221-5300 |
| Website | www.bridgewateradv.com |
| Regulatory assets under management | $2.6B |
| Individual clients | 223 non-high-net-worth, 366 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 24 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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Nearby
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- Hoboken 1 firm
- Brooklyn 23 firms
- Maspeth 1 firm
- Jersey City 8 firms
- East Elmhurst 1 firm
- Edgewater 1 firm
- Jackson Heights 1 firm
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