Bridgewater Advisors Inc.
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 606
- Avg AUM / client
- $4.2M
- Accounts
- 3,075
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $107M | 4.18% |
| High net worth individuals | 366 | $2.4B | 92.7% |
| Investment companies | 1 | $4.2M | 0.17% |
| Charitable organizations | 6 | $13.5M | 0.53% |
| Corporations and other businesses | 5 | $36.8M | 1.43% |
| Other | 5 | $24.5M | 0.95% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Williams & Connolly Llp Savings Plan And Trust Williams & Connolly Llp | 2024 | |
| Venable Llp 401(k) Plan Venable Llp | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Leo Vincent Marzen | Managing Partner | CFP CFA | Apr 2006 (20y) | 50% – 75% |
| Ann Marie Thibodeau | Partner | Jan 2011 (16y) | 5% – 10% | |
| Barbara Jean Leclerc | Chief Investment Officer | CFP CFA | Jan 2011 (16y) | Less than 5% |
| Josefine Teneback Cays | Partner | CFP | Jan 2011 (16y) | 5% – 10% |
| Weber, Jane, Holt | Partner | Jan 2011 (16y) | Less than 5% | |
| Smyth, Thomas, Francis | Chief Compliance Officer/Partner | Feb 2011 (16y) | Less than 5% | |
| Gabe Derek Bryan | Partner | CFP | Jan 2015 (12y) | 5% – 10% |
| Matthew D Pelz | Partner | CFP | Jan 2015 (12y) | Less than 5% |
| Benjamin Wesley Bernard | Registered representative | CFP | Aug 2021 (5y) | |
| Sara Jean Stollberger | Registered representative | CFP | Aug 2021 (5y) | |
| Jacques Avery Freeman | Registered representative | CFP | Aug 2021 (5y) | |
| Yanying Lin | Registered representative | Sep 2021 (5y) | ||
| Olabode Adeleke Aladenika | Registered representative | Apr 2023 (3y) | ||
| Ryan John Wilkens | Registered representative | CFP | Jul 2024 (2y) | |
| David George Shaw | Registered representative | CFP | Jun 2025 (1y) | |
| Timothy P Feeney | Registered representative | Aug 2025 (1y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Williams & Connolly Llp Savings Plan And Trust | Williams & Connolly Llp | 651 | $162M | 01/01/2024 |
| Venable Llp 401(k) Plan | Venable Llp | 1,670 | $766M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 971 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.1B (81% of AUM) Mar 2026
- Fidelity Brokerage Services $286M (11% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗