RISKBRIDGE ADVISORS, LLC
B51
CRD 310396·SEC 801-119715·NORWALK, CT
AUM
$898.3M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $127.1M
'23 · $394.7M
'25 · $833.8M
'26 · $898.3M
'22'26
$127.1M → $898.3M▲ +607%
Client mix
| Individuals Other | 218 |
| Individuals High Net Worth | 59 |
| Corporations | 7 |
| Charitable Organizations | 5 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'21 · 1 advisors
'22 · 2 advisors
'23 · 6 advisors
'25 · 8 advisors
'26 · 8 advisors
'21'26
1 advisors → 8 advisors▲ +700%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited