Company lists · Data refreshed September 2026

Top 25 Wealth management advisors based in Westport, United States

Name: Wealth management advisors based in Westport, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 36 companies tracked

RevenueBase identified 36 company matches for wealth management advisors associated with Westport, United States as of September 2026 and tracks 248 professional contacts across them, including 167 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Westport has 36.

This list covers company matches for wealth management advisors 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 19, 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 19, 2026 How this list was built

36Companies

248Contacts tracked

167Verified emails

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The 25 largest wealth management advisors based in Westport, United States

Ranked by team size

Top 25 of 36 company matches for wealth management advisors based in Westport, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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 19, 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 19, 2026 · View company records in RevenueBase
2	Trivium Point	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
3	Cedar Point Financial Services LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
4	Gold Family Wealth	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
5	MJP Wealth Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
6	Mercer Global Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
7	Financial Planning Alternatives	Exact match	Westport, MA, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Our mission is to educate and empower our clients to achieve their financial goals through a personal financial planning process.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	RDM Financial Group At Hightower	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
9	August Wealth Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
10	Alpine Hill Advisors	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
11	Longwall Family Office	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At Longwall Family Office (Longwall Investment Partners), we understand that managing your finances can be a complex and challenging task.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Hierax Wealth Partners	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Hierax Wealth Partners is an independent minded wealth management and financial planning practice supported in full partnership with Hightower Advisors.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Interlock Financial	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “A strategic financial advisory firm led by David Bunin, CFP®.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Castlekeep Investment Advisors LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
15	Litvak & CO	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
16	Drum Hill Capital LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
17	Blueprint Financial Group LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
18	Northeast Financial Consultants, INC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Greenhouse Wealth Management, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
20	Vlmgroup	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
21	Newpointe Wealth	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
22	Stearns Wealth Management	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Unified Wealth Management	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Richard Boehm is an advisor with Winthrop Wealth and conducts business through Winthrop Wealth under the name Unified Wealth Management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Cfig Companies, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 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 19, 2026 · View company records in RevenueBase
25	Caiati Financial Services, LLC	Exact match	Westport, CT, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Caiati Financial Services, LLC is a full service, boutique-style, financial services firm.” Recorded in the RevenueBase company graph · Sep 19, 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 “wealth management advisors”. 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 36 wealth management advisors based in Westport, United States

See the full list, filter by size, metro and specialty, and access 167 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Westport, United States at a glance

As of Sep 19, 2026

67.3%Verified-email coverage

6.9Average contacts per company

1-10Median size (employees)

Sep 19, 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 36 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 “wealth management advisors” 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 167 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 19, 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.

Wealth management advisors 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 “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Westport, United States?

RevenueBase identified 36 company matches for wealth management advisors 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 wealth management advisors?

New York leads the United States with 482 company records, followed by Atlanta (257) and Houston (244). Westport has 36.

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 167 professional contacts with verified work emails tracked across these 36 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 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 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.