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RISKBRIDGE ADVISORS, LLC

NORWALK, CT · CRD 310396 · IAPD ↗ · riskbridgeadvisors.com · (203) 658-6055

$898.3MRegulatory AUM
8Advisory reps
10Employees
3Clients
26-50Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — RISKBRIDGE ADVISORS, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2025 — RISKBRIDGE ADVISORS, LLC notice-filed in AZ, CA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — RISKBRIDGE ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — RISKBRIDGE ADVISORS, LLC reported RAUM up 32% ($633.0M -> $833.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — RISKBRIDGE ADVISORS, LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — RISKBRIDGE ADVISORS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2025 — RISKBRIDGE ADVISORS, LLC notice-filed in MA, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — RISKBRIDGE ADVISORS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — RISKBRIDGE ADVISORS, LLC crossed $500M in regulatory AUM ($435.2M -> $633.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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