Company lists · Data refreshed September 2026
Top 22 Fiduciary advisors based in Westport, United States
RevenueBase identified 36 fiduciary advisors headquartered in Westport, United States as of September 2026 and tracks 255 professional contacts across them, including 162 with verified work emails. New York is the largest hub.
This list covers fiduciary advisors headquartered in Westport, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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.
The 22 largest fiduciary advisors based in Westport, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 56 contacts → | ||||
Partial evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 2 | 37 contacts → | ||||
Indirect evidence “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…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 3 | 15 contacts → | ||||
Indirect evidence “Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Partial evidence “MJP Wealth Advisors is an independent, fee-only wealth management firm and Registered Investment Advisor (RIA) dedicated to helping individuals, families, and businesses navigate…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Indirect evidence “Freedom to enjoy, freedom from anxiety, freedom to give back.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 11 contacts → | ||||
Indirect evidence “Our mission is to educate and empower our clients to achieve their financial goals through a personal financial planning process.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 9 contacts → | ||||
Indirect evidence “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.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Indirect evidence “LCR Wealth Management is an SEC Registered Investment Adviser based in Westport, Connecticut.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 7 contacts → | ||||
Partial evidence “We work with you as fiduciary, to provide transparent financial advice, custom plans, and a bespoke portfolio just for you.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Partial evidence “Alpine Hill Advisors was founded as an independent, boutique Registered Investment Advisor (RIA) serving the needs of high-net-worth families and individuals looking for unbiased…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Partial evidence “A strategic financial advisory firm led by David Bunin, CFP®.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Founded in CastleKeep Investment Advisors LLC is an independent, SEC Registered Investment Advisor (RIA) helping families build and preserve dynastic wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “With a heritage in international banking and an affinity for independent thinking, we provide discreet wealth management and personalized solutions through Litvak Wealth™ and…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “We @ Blueprint Financial Group - you blueprint your personal plan to fund your retirement and any other financial obligations you may have.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Greenhouse Wealth Management, LLC delivers highly customized and effective wealth management and financial planning strategies to individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Indirect evidence “We work with executives, individuals and families helping to organize, build and preserve their wealth.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “CFIG Companies, LLC, based in Fairfield County, Connecticut, provides comprehensive personalized wealth management services to individuals, foundations, non-profit groups, small…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Caiati Financial Services, LLC is a full service, boutique-style, financial services firm.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Indirect evidence “National Hall Capital LLC is an investment management company based in Westport, CT.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fiduciary advisors.
- Partial evidence
- Its own public description names part of fiduciary advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 22 of 36 fiduciary advisors based in Westport, United States
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Fiduciary advisors based in Westport, United States at a glance
As of Sep 19, 2026Companies by employee count
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 36 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among fiduciary advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Westport, United States whose own description of what they do matches “fiduciary advisors”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names fiduciary advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among fiduciary advisors, and records with no verified work email. Companies headquartered outside Westport are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- 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 listed company carries at least one verified work email, 162 across the full list. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Fiduciary advisors by metro in the United States
- Fiduciary advisors in New York479
- Fiduciary advisors in Atlanta308
- Fiduciary advisors in Houston281
- Fiduciary advisors in Dallas270
- Fiduciary advisors in San Diego248
- Fiduciary advisors in Chicago228
- Fiduciary advisors in Austin215
- Fiduciary advisors in Scottsdale205
- Fiduciary advisors in Charlotte184
- Fiduciary advisors in Denver177
- Fiduciary advisors in San Francisco164
- Fiduciary advisors in Boston158
- Fiduciary advisors in Los Angeles153
- Fiduciary advisors in Miami148
- Fiduciary advisors in Tampa147
- Fiduciary advisors in Cincinnati141
- Fiduciary advisors in Portland141
- Fiduciary advisors in Phoenix124
- Fiduciary advisors in Overland Park122
- Fiduciary advisors in Irvine121
- Fiduciary advisors in Raleigh118
- Fiduciary advisors in Newport Beach117
- Fiduciary advisors in Minneapolis116
- Fiduciary advisors in Indianapolis114
- Fiduciary advisors in Columbus112
- Fiduciary advisors in Pittsburgh107
- Fiduciary advisors in Seattle107
- Fiduciary advisors in San Antonio102
- Fiduciary advisors in Boca Raton98
- Fiduciary advisors in Omaha97
- Fiduciary advisors in Birmingham96
- Fiduciary advisors in Bellevue92
- Fiduciary advisors in Rochester92
- Fiduciary advisors in Columbia91
- Fiduciary advisors in Grand Rapids85
- Fiduciary advisors in Greenville84
- Fiduciary advisors in Jacksonville84
- Fiduciary advisors in Las Vegas84
- Fiduciary advisors in Richmond84
- Fiduciary advisors in Louisville83
- Fiduciary advisors in Sarasota79
- Fiduciary advisors in Wilmington79
- Fiduciary advisors in Greenwood Village77
- Fiduciary advisors in Colorado Springs76
- Fiduciary advisors in Lexington75
- Fiduciary advisors in Madison74
- Fiduciary advisors in Troy72
- Fiduciary advisors in Fort Worth70
- Fiduciary advisors in Plano70
- Fiduciary advisors in Washington70
- Fiduciary advisors in Nashville67
- Fiduciary advisors in Springfield66
- Fiduciary advisors in Fort Lauderdale65
- Fiduciary advisors in Salt Lake City65
- Fiduciary advisors in Tulsa65
- Fiduciary advisors in Naples64
- Fiduciary advisors in Orlando64
- Fiduciary advisors in Tucson63
- Fiduciary advisors in Walnut Creek60
- Fiduciary advisors in Cleveland59
- Fiduciary advisors in Memphis58
- Fiduciary advisors in Pasadena58
- Fiduciary advisors in Alpharetta56
- Fiduciary advisors in San Jose56
- Fiduciary advisors in Bethesda54
- Fiduciary advisors in Knoxville54
- Fiduciary advisors in Lake Oswego52
- Fiduciary advisors in Coral Gables51
- Fiduciary advisors in Franklin51
- Fiduciary advisors in Philadelphia51
- Fiduciary advisors in St Louis51
- Fiduciary advisors in Brentwood50
- Fiduciary advisors in Greensboro50
- Fiduciary advisors in Lincoln50
- Fiduciary advisors in Melville50
- Fiduciary advisors in Kansas City49
- Fiduciary advisors in Lafayette49
- Fiduciary advisors in Oklahoma City49
- Fiduciary advisors in St. Louis49
- Fiduciary advisors in Westlake Village49
- Fiduciary advisors in Jackson48
- Fiduciary advisors in Plymouth48
- Fiduciary advisors in Baton Rouge47
- Fiduciary advisors in The Woodlands47
- Fiduciary advisors in Virginia Beach47
- Fiduciary advisors in Fort Collins46
- Fiduciary advisors in Bloomington45
- Fiduciary advisors in Charleston45
- Fiduciary advisors in West Des Moines45
- Fiduciary advisors in Reno44
- Fiduciary advisors in Carmel43
- Fiduciary advisors in Frisco43
- Fiduciary advisors in Mclean43
- Fiduciary advisors in Reston43
- Fiduciary advisors in Buffalo42
- Fiduciary advisors in Honolulu42
- Fiduciary advisors in Red Bank42
- Fiduciary advisors in Rockville42
- Fiduciary advisors in Little Rock41
- Fiduciary advisors in Roseville41
- Fiduciary advisors in West Chester41
- Fiduciary advisors in Albuquerque40
- Fiduciary advisors in Carlsbad40
- Fiduciary advisors in Chattanooga40
- Fiduciary advisors in Fort Wayne40
- Fiduciary advisors in Marietta40
- Fiduciary advisors in Minnetonka40
- Fiduciary advisors in Ann Arbor39
- Fiduciary advisors in Baltimore39
- Fiduciary advisors in Lancaster39
- Fiduciary advisors in Sacramento39
- Fiduciary advisors in Santa Barbara39
- Fiduciary advisors in Boise38
- Fiduciary advisors in Wichita38
- Fiduciary advisors in Annapolis37
- Fiduciary advisors in Arlington37
- Fiduciary advisors in Chesterfield37
- Fiduciary advisors in Englewood37
- Fiduciary advisors in Littleton37
- Fiduciary advisors in Pittsford37
- Fiduciary advisors in Bloomfield Hills36
- Fiduciary advisors in Princeton36
- Fiduciary advisors in Westport36
- Fiduciary advisors in Alexandria35
- Fiduciary advisors in Concord35
- Fiduciary advisors in Edina35
- Fiduciary advisors in Milwaukee35
- Fiduciary advisors in Vienna35
- Fiduciary advisors in Woodbury35
- Fiduciary advisors in Dublin34
- Fiduciary advisors in Naperville34
- Fiduciary advisors in Northbrook34
- Fiduciary advisors in Southfield34
- Fiduciary advisors in Berwyn33
- Fiduciary advisors in Boulder33
- Fiduciary advisors in Portsmouth33
- Fiduciary advisors in Stamford33
- Fiduciary advisors in San Ramon32
- Fiduciary advisors in Towson32
- Fiduciary advisors in Wayne32
- Fiduciary advisors in Westlake32
- Fiduciary advisors in Bend31
- Fiduciary advisors in Burlington31
- Fiduciary advisors in Cary31
- Fiduciary advisors in Clearwater31
- Fiduciary advisors in Fairfield31
- Fiduciary advisors in Lakewood31
- Fiduciary advisors in Centennial30
- Fiduciary advisors in Southlake30
- Fiduciary advisors in Spokane30
- Fiduciary advisors in Tempe30
- Fiduciary advisors in Beverly Hills29
- Fiduciary advisors in Charlottesville29
- Fiduciary advisors in Fresno29
- Fiduciary advisors in Providence29
- Fiduciary advisors in Salem29
- Fiduciary advisors in Sioux Falls29
- Fiduciary advisors in Akron28
- Fiduciary advisors in Albany28
- Fiduciary advisors in Chandler28
- Fiduciary advisors in Durham28
- Fiduciary advisors in Gilbert28
- Fiduciary advisors in Marlton28
- Fiduciary advisors in Metairie28
- Fiduciary advisors in Morristown28
- Fiduciary advisors in Oak Brook28
- Fiduciary advisors in Palm Beach Gardens28
- Fiduciary advisors in St Petersburg28
- Fiduciary advisors in Vancouver28
- Fiduciary advisors in Winter Park28
- Fiduciary advisors in Beachwood27
- Fiduciary advisors in Bedford27
- Fiduciary advisors in Dayton27
- Fiduciary advisors in Huntsville27
- Fiduciary advisors in Mount Pleasant27
- Fiduciary advisors in Tallahassee27
- Fiduciary advisors in Canton26
- Fiduciary advisors in Fort Myers26
- Fiduciary advisors in Glendale26
- Fiduciary advisors in Orange26
- Fiduciary advisors in West Palm Beach26
- Fiduciary advisors in Winston-Salem26
- Fiduciary advisors in Worcester26
- Fiduciary advisors in Braintree25
- Fiduciary advisors in Conshohocken25
- Fiduciary advisors in Danville25
- Fiduciary advisors in Downers Grove25
- Fiduciary advisors in Glastonbury25
- Fiduciary advisors in Glen Allen25
- Fiduciary advisors in Hunt Valley25
- Fiduciary advisors in Roanoke25
- Fiduciary advisors in Torrance25
- Fiduciary advisors in Waltham25
- Fiduciary advisors in West Hartford25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names fiduciary advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many fiduciary advisors are there based in Westport, United States?
RevenueBase identified 36 fiduciary advisors headquartered in Westport, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Coastal Bridge Advisors, headquartered in Westport, tops this list with the largest team on record.
Which city has the most fiduciary advisors?
New York leads with 479 headquartered companies, followed by Atlanta (308) and Houston (281).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 162 verified decision-maker contacts tracked across these 36 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.
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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 Smart Search, 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.
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