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BRIDGEWATER ADVISORY GROUP LLC

Advisory

CRYSTAL CITY, MO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MO
#323
of 342 advisers by AUM
Average account
$264K
across 188 accounts
AUM per adviser
$25M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$50M
Discretionary %
100%
Clients
70
Employees
4

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$50M
Discretionary AUM$50M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients70
Team
Total Employees4
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

YOUNG PAUL HELMER JR
ST LOUIS, MO
$50M
-8.8% 1Y
C3 HOLDINGS LLC
KANSAS CITY, MO
$50M
-16.7% 1Y
HDQ WEALTH LLC
KANSAS CITY, MO
$49M
MAYFAIR FINANCIAL, LLC
$49M
DOUGLAS BAGWELL & CO., LLC
SPRINGFIELD, MO
$49M
FORTNER FINANCIAL SERVICES, INC.
KANSAS CITY, MO
$50M
+37.1% 1Y

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