SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bridgewater Advisors Inc.
New York, NY
CRD 109826
Firm filing updated March 12, 2026 ·
- $2.6BAssets
- 606Clients
- 17Advisory staff
- 3,075Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals366
- Individuals223
- Charities6
- Corporations or other businesses5
- Investment companies1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 223 | $107.3 million |
| High net worth individuals | 366 | $2.4 billion |
| Investment companies | 1 | $4.2 million |
| Charitable organizations | 6 | $13.5 million |
| Corporations or other businesses not listed above | 5 | $36.8 million |
| Other: "FOREIGN CLIENTS" | 5 | $24.5 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 4 services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.6 billion
- Accounts3,075
- DiscretionaryAll accounts
People
- Employees24
- Advisory staff17
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 109826, SEC file 801-48380.
- Registered with the SEC as an investment advisor (status date on record: January 1, 1995).
Is Bridgewater Advisors Inc. a fiduciary?
Short answer: Bridgewater Advisors Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.