Coastal Bridge Advisors
Coastal Bridge Advisors is an SEC-registered, Focus Financial Partners-affiliated RIA providing wealth management, financial planning, tax, retirement plan, and institutional advisory services to ultra-high-net-worth individuals, families, business owners, executives, and institutions across offices in Connecticut, North Carolina, and California.
- Company typePrivate
- Founded2008
- HeadquartersWestport, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Coastal Bridge Advisors does
Coastal Bridge Advisors, LLC is an independent, SEC-registered investment adviser founded in 2008 by four former Merrill Lynch Private Banking and Investment Group partners (Jim Pratt-Heaney, Bill Loftus, Kevin Burns, and Bill Lomas) who transitioned to independence through the Focus Financial Partners Connections program. The firm is headquartered in Westport, Connecticut, and operates as a wholly owned subsidiary of Focus Financial Partners. Following a December 2024 merger with TrinityPoint Wealth, the combined firm runs four offices across Connecticut (Westport, Milford), North Carolina (Charlotte), and California (Los Angeles) with between 11 and 50 employees.
Coastal Bridge provides wealth management, financial planning, and tax advice to ultra-high-net-worth individuals and families, business owners, pre-retirees and retirees, corporate executives, and institutions including retirement plans, endowments, foundations, and nonprofits. Core offerings include discretionary and nondiscretionary investment advisory services, a Wrap Program covering mutual funds, ETFs, private equity, structured products, and hedge funds, and add-on modules for retirement plan services and institutional consulting, plus a "Virtual Family Office" sub-brand for UHNW clients and a "Coastal Concierge" lifestyle benefits program. The technology stack is entirely third-party: client portals run on Tamarac and Orion (legacy), planning on eMaplan, document storage on FutureVault, custody at Fidelity, Charles Schwab, and Pershing, and cash management through Flourish.
The business model is overwhelmingly recurring and AUM-based: investment management and wealth management fees are charged as a percentage of assets under management, billed quarterly in arrears, with supplemental revenue from fixed or hourly financial planning fees and a smaller licensing/royalty stream from third-party insurance product recommendations. The firm reported over $1B in client assets by May 2013 and approximately $1.2B in AUM across roughly 125 clients in a 2013 case study; the TrinityPoint combination has since expanded the AUM base, service mix, and geographic reach. Marketing is content-led, supported by advisor-authored Forbes columns, podcast appearances, and active LinkedIn, Facebook, and Instagram channels.
Coastal Bridge Advisors firmographics
Firmographics- Name
- Coastal Bridge Advisors
- Legal name
- Coastal Bridge Advisors, LLC
- Website
- https://coastalbridgeadvisors.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Coastal Bridge Advisors is an SEC-registered, Focus Financial Partners-affiliated RIA providing wealth management, financial planning, tax, retirement plan, and institutional advisory services to ultra-high-net-worth individuals, families, business owners, executives, and institutions across offices in Connecticut, North Carolina, and California.
- Ownership category
- akta.pro rank
Where Coastal Bridge Advisors is headquartered
LocationHeadquarters
- HQ city
- Westport
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
Coastal Bridge Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Financial Planning and Investment Consulting: Fixed or hourly fee for financial planning and investment consulting services. Annual fees are prorated and charged quarterly for ongoing services.
- Investment Management and Wealth Management: Fee based upon assets under management (AUM) for investment management and wealth management services. The more assets in advisory accounts, the more the firm earns in fees. Also includes wrap program fees that cover transaction costs and custodian fees.
- Third-Party Insurance Products: Compensation from third parties when recommending insurance products, creating incentive for insurance product recommendations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fixed or hourly fee for planning and consulting engagements |
| Subscription | Quarterly | Assets Under Management (AUM) fee for ongoing investment management |
| Hybrid | Quarterly | Wrap Program fee |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Coastal Bridge Advisors product offering
Product offeringCore offering
Coastal Bridge Advisors is a SEC-registered investment advisory firm providing discretionary and nondiscretionary investment management, comprehensive financial planning, retirement plan services, and institutional consulting. The firm serves ultra-high-net-worth individuals, families, business owners, executives, and institutions with a fiduciary model and offers a Virtual Family Office for sophisticated clients along with a Coastal Concierge lifestyle benefits program.
Product overview
Coastal Bridge Advisors is an independent registered investment advisory firm offering a unified wealth management and financial planning platform. The core offering consists of investment advisory services including discretionary/nondiscretionary investment management and financial planning. The Wrap Program provides advisory on mutual funds, ETFs, private equity, structured products, and hedge funds. Additional modules include Retirement Plan Services, Institutional Consulting, and a Virtual Family Office (VFO) for ultra-high-net-worth clients. The Coastal Concierge program, powered by partners like Greenlight and MaxTix, adds lifestyle benefits to the core advisory services. The firm merged with TrinityPoint Wealth in late 2024, expanding its capabilities in institutional and 401(k) practices.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Advisory Services Registered investment advisory services including investment management with discretionary and/or nondiscretionary authority, financial planning, and investment consulting for individuals, families, and institutions. Services are subject to minimum account value requirements.
- Wrap Program Advisory program offering advice on mutual funds, ETFs, private equity, structured products, and hedge funds. Asset-based fees include most transaction costs and fees paid to broker-dealer or bank that has custody of assets.
- Financial Planning Financial planning services including retirement planning, estate and trust planning, tax strategies, insurance solutions, and retirement and cash management for individuals and businesses.
- Retirement Plan Services Services for retirement plans including 401(k) consulting and institutional retirement plan advisory practices acquired through TrinityPoint Wealth merger.
- Institutional Consulting Advisory services for institutions including endowments, foundations, and nonprofits, as well as corporate retirement plans.
- Virtual Family Office (VFO) Conceived to address the sophisticated needs of ultra-high-net-worth families searching for the structure of a single family office. Provides financial planning requirements with control, privacy, and flexibility.
- Coastal Concierge Curated suite of lifestyle benefits reserved for Coastal Bridge Advisors clients, including complimentary Greenlight accounts for families, priority access to events through MaxTix, and exclusive live experiences.
Companies that use Coastal Bridge Advisors
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Coastal Bridge Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
Coastal Bridge Advisors partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core and minor.
- TrinityPoint WealthcoreCoastal Bridge Advisors completed merger with TrinityPoint Wealth on December 31, 2024, combining two top-tier firms under the Coastal Bridge Advisors name. The merger brings enhanced advisory, investment management, planning, operations, and technology capabilities, including TrinityPoint's institutional and 401(k) practices.
- FidelitycoreFidelity serves as a custodial partner for client accounts, providing account platform and reporting services. Clients can access their Fidelity accounts through the Coastal Bridge client portal.
- Charles SchwabcoreCharles Schwab serves as a custodial partner for client accounts. Clients can access their Schwab accounts through the Coastal Bridge client portal.
- PershingcorePershing serves as a custodial partner for client accounts. Clients can access their Pershing accounts through the Coastal Bridge client portal.
- GreenlightminorThrough the Coastal Concierge program, clients receive complimentary Greenlight accounts for families that enable real-time monitoring, spending controls, automated allowances, and secure money management for children.
- MaxTixminorThrough the Coastal Concierge program, clients gain exclusive access to premium live experiences including sold-out sporting events and front-row concerts via MaxTix partnership.
- FlourishminorFlourish provides cash management services for Coastal Bridge clients, accessible through the client portal.
- VanEck Emerging Markets High Yield Bond ETFminorCoastal Bridge Advisors holds positions in VanEck Emerging Markets High Yield Bond ETF (HYEM) as part of client portfolios, as evidenced by 13F filings showing ETF position adjustments.
Scale indicators4 records
Recent moves7 records
Expansion highlights6 records
Coastal Bridge Advisors competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA serving ultra-high-net-worth individuals, families, and institutions with comprehensive wealth planning, investment management, and family office services. Comparable in size, client focus, and service breadth to Coastal Bridge Advisors.
- Mercer Advisors: National RIA focused on high-net-worth and ultra-high-net-worth clients with integrated financial planning, investment management, tax, and estate services. Similar target market and service model as Coastal Bridge Advisors, with much larger scale.
- Hightower Advisors: Partnership-based RIA platform serving high-net-worth individuals, families, and institutions. Uses a partnership model that aggregates smaller advisor teams — similar to how Coastal Bridge operates within Focus Financial Partners.
- Carson Group: Partnership RIA platform serving financial advisors and their high-net-worth clients with wealth management, business coaching, and growth resources. Similar partnership-driven model and client demographic.
- Sanctuary Wealth: Partnership platform for elite advisors serving ultra-high-net-worth and high-net-worth clients. Similar Focus Financial-style partnership affiliation model with comparable service offerings.
- Corient: Ultra-high-net-worth-focused RIA offering comprehensive wealth management, tax, estate, and family office services. Strong direct peer with similar UHNW client focus and integrated service model.
- Buckingham Strategic Wealth: Mid-sized RIA focused on evidence-based financial planning and investment management for high-net-worth clients. Comparable in size, service breadth, and fiduciary positioning to Coastal Bridge Advisors.
Broad incumbents
- Creative Planning: Large national RIA providing wealth management, financial planning, and tax services to high-net-worth clients. Significantly larger scale than Coastal Bridge but highly comparable in service offering and client focus.
- Edelman Financial Engines: One of the largest independent RIAs in the U.S., offering wealth management, financial planning, and 401(k) advisory services to both retail and high-net-worth clients. Overlaps with Coastal Bridge's institutional retirement plan practice acquired via TrinityPoint.
Others
- Focus Financial Partners: Parent company and partnership platform for independent RIAs including Coastal Bridge Advisors. Provides ownership transition, capital, and operational support — more relevant as an ecosystem participant than a direct competitor.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Coastal Bridge Advisors social profiles
Digital presenceCoastal Bridge Advisors compliance and trust
Trust signalCompliance2 records
Coastal Bridge Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Coastal Bridge Advisors leadership team
Management profileNumber of profiles
Profiles9 records
Coastal Bridge Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
Coastal Bridge Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Coastal Bridge Advisors M&A and investment
M&A and investmentM&A3 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Coastal Bridge Advisors
What does Coastal Bridge Advisors do?
Coastal Bridge Advisors is a SEC-registered investment advisory firm providing discretionary and nondiscretionary investment management, comprehensive financial planning, retirement plan services, and institutional consulting. The firm serves ultra-high-net-worth individuals, families, business owners, executives, and institutions with a fiduciary model and offers a Virtual Family Office for sophisticated clients along with a Coastal Concierge lifestyle benefits program.
Is Coastal Bridge Advisors a public or private company?
Coastal Bridge Advisors is a private company. It is classified as corporate owned and is currently operating.
When was Coastal Bridge Advisors founded?
Coastal Bridge Advisors was founded in 2008. It employs 11 to 50 people.
Where is Coastal Bridge Advisors based?
Coastal Bridge Advisors is headquartered in Westport, United States, in the North America region.
How does Coastal Bridge Advisors make money?
Three revenue lines are on record. Financial Planning and Investment Consulting is the primary driver. The others are investment Management and Wealth Management and third-Party Insurance Products.
Who are Coastal Bridge Advisors's main competitors?
Direct peers on record are Mariner Wealth Advisors, Mercer Advisors, Hightower Advisors, Carson Group, Sanctuary Wealth, Corient and Buckingham Strategic Wealth. Broad incumbents are Creative Planning and Edelman Financial Engines. Focus Financial Partners is listed as an others.
Does Coastal Bridge Advisors have an API?
No public API is recorded for Coastal Bridge Advisors.