Coastal Bridge Advisors

Overview

Coastal Bridge Advisors is an independent, SEC-registered investment adviser organized as an LLC and operating since 2009. The firm describes itself as a capital allocator serving both individual/family and institutional clients. Its advisory services cover financial planning, portfolio management for individuals and for businesses or institutions, pension consulting, and the selection of other advisers. Alongside advisory work the firm conducts insurance brokerage and other financial product sales. Fee arrangements include percentage-of-AUM pricing as well as hourly and fixed-fee options, reflecting a mix of traditional wealth-management billing and project-based engagements. Coastal Bridge Advisors has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and CNBC’s Top 100 Financial Advisory Firms (2022).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices