A complete list of active advisors currently associated with Bridgeview Capital Advisors, Inc.

Warmer can help you find a great advisor at Bridgeview Capital Advisors, Inc. or one who fits your needs even better.

Bridgeview Capital Advisors serves individual and high‑net‑worth clients as well as corporate pension and profit‑sharing plans, providing investment advisory, financial planning, and insurance services. The firm offers both discretionary and non‑discretionary management of mutual funds, stocks, bonds and other listed equity investments, and financial planning engagements are documented in written engagement agreements. Investment decisions typically rely on fundamental and technical analysis and portfolios are commonly managed with broad asset allocation using mutual funds, with rebalancing as needed and a mix of primarily long‑term holdings and some short‑term trades. Client accounts are reviewed quarterly and annually, clients receive custodial statements, and the firm makes a quarterly report available that summarizes market value, cash flows, gains and losses, asset allocation and performance relative to indices. Noteworthy for a supported firm, Bridgeview reports managing the majority of its assets on a non‑discretionary basis — roughly $90.3 million disclosed as non‑discretionary as of July 2025 — which differs from the more common discretionary model among peers. The firm also emphasizes periodic written reporting to clients (the available quarterly report), has operated since 1972, and provides CFP‑led financial planning while maintaining a public Code of Ethics and Brochure on its website.

To learn more about the advisors currently working at Bridgeview Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.