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Coastal Bridge Advisors

Updated today

Total assets under management

$5,020,879,705

Total clients

1,846

31% high-net worth

Total advisors

25

of 46 employees

Firm size

Multi Team

Average clients per advisor

74

Average account size

$2,719,870

About

Coastal Bridge Advisors provides financial planning, consulting, and wealth management to individuals (including high‑net‑worth clients), families, family offices, trusts, estates, private foundations and qualified retirement plans. The firm offers both discretionary and non‑discretionary portfolio management, retirement plan consulting and ERISA services, and also provides investment advisory services for Health Savings Accounts and access to margin, collateralized loans and residential mortgages through third‑party financial institutions.

Coastal Bridge follows a goal‑based, disciplined planning process that blends fundamental analysis with quantitative tools (including Monte Carlo stress testing) to build diversified portfolios and set client investment objectives. It allocates assets across mutual funds, ETFs, individual securities and External Managers, and routinely integrates third‑party or held‑away accounts and external platforms into its ongoing monitoring and account management.

What distinguishes the firm is its ownership by Focus Financial Partners and a network of affiliated businesses that give clients access to affiliated investment vehicles and services — for example, pooled vehicles managed by Origin and OCA, SMA strategies managed by affiliate Alley, and insurance solutions facilitated by Focus Risk Solutions — as well as its role as subadviser to Fergus Reinsurance Limited. The brochure also discloses several less common activities for a firm of this size — including offering personal loans and non‑purpose loans, facilitating cash and credit solutions through UPTIQ and Flourish (with related revenue sharing), and serving institutional clients such as insurance companies and ERISA plans — and describes how those arrangements are disclosed and managed.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers
Insurance solutions and credit and cash management solutions

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive Retired

Fee options

Fixed

Fixed fees for standalone financial planning and consulting services, generally ranging from $5,000 to $120,000, negotiable.

Percentage

$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 0.80% $10,000,000 - $50,000,000: 0.65% $50,000,000+: 0.50%

Commissions

Insurance commissions earned by supervised persons through recommendations of insurance products; commissions vary and are disclosed.

Project-based

Financial planning and consulting fees range generally from $5,000 to $120,000, negotiable, including hourly fees for standalone services.

Main office location

Coastal Bridge Advisors

54 Wilton Road, 1 St Floor

Westport CT 06880, United States

Number of offices

7

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Maine · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Matthew M

CFP®, Series 66

Westport, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Jana L

Series 66

Milford, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Joseph R

Series 65, Series 66

Milford, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Kimberly N

CFA®, Series 66

Los Angeles, CA

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Nicholas Z

Series 66

Westport, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

James B

Series 63, Series 65

Milford, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

William L

Series 63, Series 65

Westport, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Ines K

CFP®, Series 63, Series 65

Westport, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Lise R

CFP®, Series 66

Milford, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Michael K

CFP®, Series 66

Westport, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Michael M

Series 63, Series 65, Series 66

Charlotte, NC

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Dana M

CFP®, Series 66

Milford, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Mary O

Series 65

Westport, CT

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

William S

Series 63, Series 65

Charlotte, NC

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

David J

Series 63, Series 65

Eagle, ID

Coastal Bridge Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Cash flow / budgeting Founder/Business Owner Executive Retired
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