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BRIDGEWATER ADVISORS INC.

NEW YORK, NY · CRD 109826 · IAPD ↗ · 212-221-5300

$2.57BRegulatory AUM
17Advisory reps
24Employees
1Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — BRIDGEWATER ADVISORS INC. now reports custody of client assets ($92.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
47
April 2025 — BRIDGEWATER ADVISORS INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — BRIDGEWATER ADVISORS INC. notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.