About Coastal Bridge Advisors
<p>Founded in 2008, Coastal Bridge Advisors is a registered investment advisor with 30 employees and offices in Westport and Milford in the Greater Bridgeport–Stamford area, plus locations in Charlotte and Los Angeles. The firm reports $4.6B in assets under management (2026).</p> <p>In addition to private wealth and family office work, Coastal Bridge Advisors supports employer-sponsored retirement plans as a <a href="/plan-advisors">plan advisor</a>. Its retirement plan team handles plan design consulting and provides fiduciary support under both 3(21) and 3(38) arrangements, along with participant advice.</p> <p>Clients also use the firm for financial planning and investment management, with services that include tax strategies, trust and estate planning, and philanthropic planning. The firm also works on concentrated stock hedging, lending and cash management, and alternative investment due diligence.</p> <p>What sets Coastal Bridge Advisors apart is its mix of family office capabilities and formal retirement plan fiduciary services, delivered across multiple regions.</p> <ul> <li>Plan design consulting for employer retirement plans</li> <li>3(38) investment manager services</li> <li>3(21) co-fiduciary investment advice</li> <li>Participant advice and education</li> <li>Wealth management and family office planning</li> </ul>
Website: https://coastalbridgeadvisors.com/retirement-plan-services
Founded: 2008
Employees: 30
Office Locations
- Westport, CT (Headquarters)
- Milford, CT
- Charlotte, NC
- Los Angeles, CA
Services Offered
- Plan Design Consulting
- 3(38) Investment Manager
- 3(21) Investment Advisor
- Participant Investment Advice
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $4.6B