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BRIDGEWATER ADVISORS INC.
CRD 109826File 801-48380
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.57B
Top 25% of cohort (national)
Discretionary AUM
$2.57B
Clients
601
3,075 accounts
Employees
24
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 1, 1995
- Principal office
- 600 FIFTH AVENUE, 26TH FLOOR, NEW YORK, NY, 10020
- Phone
- 212-221-5300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.57B
- Discretionary AUM
- $2.57B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,075
- Non-discretionary accounts
- 0
- Total accounts
- 3,075
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $36.8M |
| Investment companies | 1 | $4.2M |
| Charitable organizations | 6 | $13.5M |
| High net worth individuals | 366 | $2.38B |
| Individuals (other than high net worth individuals) | 223 | $107.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 606 | 601 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.