A complete list of active advisors currently associated with Bridgewater Asset Management LLC

Warmer can help you find a great advisor at Bridgewater Asset Management LLC or one who fits your needs even better.

Bridgewater Asset Management LLC provides discretionary asset management, financial planning, and pension consulting to individuals (including high-net-worth clients), trusts, estates, and employer retirement plans, managing roughly $350 million in regulatory assets. The firm also participates in multiple LPL-sponsored advisory programs and operates its own wrap-fee program in which it receives a portion of the wrap fee. The firm emphasizes continuous, tailored portfolio supervision with both strategic and tactical asset-allocation models and may hold individual stocks and bonds, mutual funds, ETFs, and options (including covered calls and spread strategies). Portfolios are reviewed at least quarterly and the firm applies a mix of fundamental, technical (including charting and cyclical) analysis to inform discretionary trading and rebalancing. Distinctive features highlighted in the brochure include sponsorship of a wrap-fee program (a feature uncommon among peer team firms) and participation in several LPL program platforms, plus the fact that supervised persons are registered representatives of LPL and licensed to sell insurance—arrangements the firm discloses as potential conflicts and says it manages under its fiduciary policies. The brochure also notes the firm’s corporate structure as a holding-company subsidiary and discloses operational details such as advance billing for Schwab-custodied accounts and household minimums for asset-management services.

To learn more about the advisors currently working at Bridgewater Asset Management LLC, 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.