Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Westport, United States

Name: Investment 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 26, 2026 43 companies tracked

RevenueBase identified 43 company matches for investment consulting firms associated with Westport, United States as of September 2026 and tracks 293 professional contacts across them, including 173 with verified work emails. Across the United States, New York is the largest hub for this category (1,093 companies); Westport has 43.

This list covers company matches for investment 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 26, 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 26, 2026 How this list was built

43Companies

293Contacts tracked

173Verified emails

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The 25 largest investment consulting firms based in Westport, United States

Ranked by team size

Top 25 of 43 company matches for investment consulting firms based in Westport, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 26, 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 26, 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 26, 2026 · View company records in RevenueBase
2	Trivium Point	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
3	Summer Street Advisors, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	11-50	19 contacts →
	Exact match “Throughout volatile market cycles, resilience is everything.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
4	Cedar Point Financial Services LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
5	Gold Family Wealth	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
6	Williams Trading LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
7	MJP Wealth Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
8	Mercer Global Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
9	RDM Financial Group At Hightower	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
10	August Wealth Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	7 contacts →
	Exact match “We work with you as fiduciary, to provide transparent financial advice, custom plans, and a bespoke portfolio just for you.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
11	Alpine Hill Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
12	Interlock Financial	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	4 contacts →
	Exact match “A strategic financial advisory firm led by David Bunin, CFP®.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
13	Castlekeep Investment Advisors LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
14	Litvak & CO	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
15	Drum Hill Capital LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
16	Blueprint Financial Group LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	11-50	3 contacts →
	Exact match “We @ Blueprint Financial Group - you blueprint your personal plan to fund your retirement and any other financial obligations you may have.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
17	Inti Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “Inti is committed to offering comprehensive advice and guidance in the complex world of alternative investments specific to sourcing alternative investment funds, investment and…” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
18	Northeast Financial Consultants, INC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
19	Greenhouse Wealth Management, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
20	Lift Strategic Partners, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	2 contacts →
	Exact match “We help you execute focused strategies and develop meaningful partnerships, boosting your bottom line and growing your network.” Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
21	Vlmgroup	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
22	Newpointe Wealth	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
23	Stearns Wealth Management	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 26, 2026 · View company records in RevenueBase
24	Cfig Companies, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 2026 · View company records in RevenueBase
25	National Hall Capital	Exact match	Westport, CT, United StatesHQ recorded Sep 26, 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 26, 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 “investment 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 25 of 43 investment consulting firms based in Westport, United States

See the full list, filter by size, metro and specialty, and access 173 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment consulting firms based in Westport, United States at a glance

As of Sep 26, 2026

59.0%Verified-email coverage

6.8Average contacts per company

1-10Median size (employees)

Sep 26, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 43 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 “investment 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 173 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 26, 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.

Investment 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 “investment consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment consulting firms are there based in Westport, United States?

RevenueBase identified 43 company matches for investment 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 investment consulting firms?

New York leads the United States with 1,093 company records, followed by Atlanta (348) and Chicago (342). Westport has 43.

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 173 professional contacts with verified work emails tracked across these 43 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 26, 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 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.