Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Westport, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 36 companies tracked

RevenueBase identified 36 wealth management companies headquartered in Westport, United States as of September 2026 and tracks 255 professional contacts across them, including 172 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 16, 2026 86% judged on-target in blind review

36Companies

255Contacts tracked

172Verified emails

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

Ranked by team size

Top 25 of 36 wealth management companies based in Westport, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Coastal Bridge Advisors	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	11-50	56 contacts →
	Strong 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 16, 2026
2	Trivium Point	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
3	Cedar Point Financial Services LLC	Partial evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	15 contacts →
	Partial evidence “Cedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth.” Source: RevenueBase Database · checked Sep 16, 2026
4	Gold Family Wealth	Partial evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	14 contacts →
	Partial 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 16, 2026
5	MJP Wealth Advisors	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Strong 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 16, 2026
6	Mercer Global Advisors	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	501-1,000	11 contacts →
	Indirect evidence “Freedom to enjoy, freedom from anxiety, freedom to give back.” Source: RevenueBase Database · checked Sep 16, 2026
7	Financial Planning Alternatives	Indirect evidence	Westport, MA, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
8	RDM Financial Group At Hightower	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
9	Edge Partners	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Strong evidence “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.” Source: RevenueBase Database · checked Sep 16, 2026
10	August Wealth Advisors	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect 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 16, 2026
11	Alpine Hill Advisors	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect 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 16, 2026
12	Longwall Family Office	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence “At Longwall Family Office (Longwall Investment Partners), we understand that managing your finances can be a complex and challenging task.” Source: RevenueBase Database · checked Sep 16, 2026
13	Hierax Wealth Partners	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Strong evidence “Hierax Wealth Partners is an independent minded wealth management and financial planning practice supported in full partnership with Hightower Advisors.” Source: RevenueBase Database · checked Sep 16, 2026
14	Interlock Financial	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “A strategic financial advisory firm led by David Bunin, CFP®.” Source: RevenueBase Database · checked Sep 16, 2026
15	Castlekeep Investment Advisors LLC	Partial evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	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 16, 2026
16	Litvak & CO	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Strong 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 16, 2026
17	Drum Hill Capital LLC	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
18	Blueprint Financial Group LLC	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	11-50	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 16, 2026
19	Northeast Financial Consultants, INC	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
20	Greenhouse Wealth Management, LLC	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Strong 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 16, 2026
21	Vlmgroup	Partial evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “Ventures Lifestyle Management Group (VLMG) specializes in providing Investment Management & Consulting to Family Offices, High-Net Worth Individuals, and to exclusive clientele…” Source: RevenueBase Database · checked Sep 16, 2026
22	Newpointe Wealth	Partial evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Partial evidence “We work with executives, individuals and families helping to organize, build and preserve their wealth.” Source: RevenueBase Database · checked Sep 16, 2026
23	Stearns Wealth Management	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
24	Cfig Companies, LLC	Strong evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Strong 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 16, 2026
25	Caiati Financial Services, LLC	Indirect evidence	Westport, CT, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence “Caiati Financial Services, LLC is a full service, boutique-style, financial services firm.” Source: RevenueBase Database · checked Sep 16, 2026

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: wealth management companies. 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 wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. 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 25 of 36 wealth management companies based in Westport, United States

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

As of Sep 16, 2026

67.5%Verified-email coverage

7.1Average contacts per company

1-10Median size (employees)

1325.0%Largest-city concentration · New York

Sep 16, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management companies, 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 “wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 172 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 16, 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.

Wealth management companies by metro in the United States

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 wealth management companies, 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 wealth management companies are there based in Westport, United States?

RevenueBase identified 36 wealth management companies 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 wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 172 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 16, 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.