Company lists · Data refreshed September 2026

Top 20 Asset and wealth management consulting firms based in Westport, United States

Name: Asset and wealth management consulting firms based in Westport, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 31 companies tracked

RevenueBase identified 31 company matches for asset and wealth management consulting firms associated with Westport, United States as of September 2026 and tracks 261 professional contacts across them, including 163 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Westport has 31.

This list covers company matches for asset and wealth management consulting firms associated with Westport, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

31Companies

261Contacts tracked

163Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 20 largest asset and wealth management consulting firms based in Westport, United States

Ranked by team size

Top 20 of 31 company matches for asset and wealth management consulting firms based in Westport, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Coastal Bridge Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	11-50	56 contacts →
	Exact match “Coastal Bridge Advisors is a private wealth management firm designed to help you enjoy the rewards of your hard work, now and in the future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Trivium Point	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	11-50	37 contacts →
	Exact match “We work with people whose achievements have set a new floor-executive leaders and proven entrepreneurs-drawing them into more financial opportunity but also more risk and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Summer Street Advisors, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “Throughout volatile market cycles, resilience is everything.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Cedar Point Financial Services LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	15 contacts →
	Exact match “Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Gold Family Wealth	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “We believe that protecting and building toward your wealth goals requires more than a casual "One-size-fits-all" product or a run of the mill plan.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Williams Trading LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Williams Trading was founded in 1997 to create a world-class equities execution platform for an elite group of hedge fund managers.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	MJP Wealth Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “MJP Wealth Advisors is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) dedicated to helping individuals, families, and businesses navigate…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Mercer Global Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	501-1,000	11 contacts →
	Exact match “Freedom to enjoy, freedom from anxiety, freedom to give back.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	RDM Financial Group At Hightower	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “RDM Financial Group is an experienced group of financial planners and investment professionals with offices in Westport, CT, Boca Raton, FL and New York City.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Edge Partners	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “We scale, expand, and grow wealth management firms that exhibit growth potential but may lack the time, expertise, human resources, or capital to execute their growth vision.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Castlekeep Investment Advisors LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Founded in CastleKeep Investment Advisors LLC is an independent, SEC Registered Investment Advisor (RIA) helping families build and preserve dynastic wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Litvak & CO	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “With a heritage in international banking and an affinity for independent thinking, we provide discreet wealth management and personalized solutions through Litvak Wealth™ and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Drum Hill Capital LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Founded as a multi-family office in 1998, Drum Hill Capital is an investment manager whose global focus, disciplined approach, and unique exposure to private markets lends itself…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Northeast Financial Consultants, INC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Greenhouse Wealth Management, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Greenhouse Wealth Management, LLC delivers highly customized and effective wealth management and financial planning strategies to individuals, families and businesses.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Vlmgroup	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Ventures Lifestyle Management Group (VLMG) specializes in providing Investment Management & Consulting to Family Offices, High-Net Worth Individuals, and to exclusive clientele…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Newpointe Wealth	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “We work with executives, individuals and families helping to organize, build and preserve their wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Stearns Wealth Management	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Cfig Companies, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “CFIG Companies, LLC, based in Fairfield County, Connecticut, provides comprehensive personalized wealth management services to individuals, foundations, non-profit groups, small…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	National Hall Capital	Exact match	Westport, CT, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “National Hall Capital LLC is an investment management company based in Westport, CT.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 20 of 31 asset and wealth management consulting firms based in Westport, United States

See the full list, filter by size, metro and specialty, and access 163 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Asset and wealth management consulting firms based in Westport, United States at a glance

As of Sep 21, 2026

62.5%Verified-email coverage

8.4Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

501-1,000

Email recency for this list is measured across the whole United States list rather than for Westport, so it is reported there. Company counts and contact totals on this page are exact for Westport, over 31 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Westport, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 163 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Westport, United States?

RevenueBase identified 31 company matches for asset and wealth management consulting firms associated with Westport, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Coastal Bridge Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Westport has 31.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 163 professional contacts with verified work emails tracked across these 31 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 2026.

Ready to reach these companies? Verified emails and direct dials for all 31 asset and wealth management consulting firms based in Westport, United States. Start with a free account, no credit card.

Download this list →

Related lists

Asset and wealth management consulting firms by geography

Browse the directory

About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.