RIA Intel›Advisers›Connecticut›STONEBRIDGE ADVISORS LLC

STONEBRIDGE ADVISORS LLC

Institutional

N·WILTON, CT

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$11.8B
1-Year AUM Growth
0.0%
3-Year CAGR
-5.7%
Employees
9
Assets Under Management
Total AUM$11.8B
Discretionary AUM$11.8B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients281
Team
Total Employees9
Investment Advisers15
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record65
First FilingJun 15, 2005
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 65 historical filings spanning 21+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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