Insights

Niche Focus Stonebridge Advisors LLC specializes in the management of Preferred and Hybrid Securities, indicating a deep niche in fixed income and complex security strategies that could benefit from enhanced research, analytics, and advisory technology to optimize portfolios.

Firm Size With 11-50 employees and a boutique profile, Stonebridge may be seeking scalable solutions, outsourcing options, and targeted services such as advisor CRM integrations, compliance tooling, and outsourced portfolio analytics to support growth.

Growth Readiness Revenue in the mid single to lower multi-millions suggests potential appetite for strategic partnerships, asset growth enablement, and technology upgrades that can drive client acquisition, retention, and streamlined reporting.

Digital Footprint Active use of multiple web technologies and analytics tools signals openness to digital modernization, data-driven marketing, website optimization, and secure cloud-based advisor workflows.

Competitive Context Operating alongside large industry players, Stonebridge may value differentiated solutions in risk management, performance reporting, and client communications to compete for high-net-worth and institutional mandates.

Stonebridge Advisors LLC Tech Stack

Stonebridge Advisors LLC uses 8 technology products and services including parallax.js, jQuery, Choices, and more. Explore Stonebridge Advisors LLC's tech stack below.

  • parallax.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • Choices
    Javascript Libraries
  • Priority Hints
    Performance
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Search Console
    Web Analytics
  • Sitelinks Search Box
    Web Tools And Plugins

Stonebridge Advisors LLC's Email Address Formats

Stonebridge Advisors LLC uses at least 1 format(s):
Stonebridge Advisors LLC Email FormatsExamplePercentage
FLast@stonebridgeft.comJDoe@stonebridgeft.com
85%
First@stonebridgeft.comJohn@stonebridgeft.com
8%
Last@stonebridgeft.comDoe@stonebridgeft.com
3%
F.Last@stonebridgeft.comJ.Doe@stonebridgeft.com
4%

Frequently Asked Questions

What is Stonebridge Advisors LLC's phone number?

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You can contact Stonebridge Advisors LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stonebridge Advisors LLC's official website and social media links?

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Stonebridge Advisors LLC's official website is stonebridgeft.com and has social profiles on LinkedIn.

How much revenue does Stonebridge Advisors LLC generate?

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As of July 2026, Stonebridge Advisors LLC's annual revenue is estimated to be $10M - $25M.

What is Stonebridge Advisors LLC's NAICS code?

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Stonebridge Advisors LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Stonebridge Advisors LLC have currently?

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As of July 2026, Stonebridge Advisors LLC has approximately 15 employees across 1 continents, including North America. Key team members include Client Services Manager: L. C.Senior Analyst: J. B.Principal: D. A.. Explore Stonebridge Advisors LLC's employee directory with LeadIQ.

What industry does Stonebridge Advisors LLC belong to?

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Stonebridge Advisors LLC operates in the Financial Services industry.

What technology does Stonebridge Advisors LLC use?

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Stonebridge Advisors LLC's tech stack includes parallax.jsjQueryChoicesPriority HintsHSTSX-Content-Type-OptionsGoogle Search ConsoleSitelinks Search Box.

What is Stonebridge Advisors LLC's email format?

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Stonebridge Advisors LLC's email format typically follows the pattern of FLast@stonebridgeft.com. Find more Stonebridge Advisors LLC email formats with LeadIQ.

When was Stonebridge Advisors LLC founded?

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Stonebridge Advisors LLC was founded in 2004.
Stonebridge Advisors LLC logo

Stonebridge Advisors LLC

Financial ServicesConnecticut, United States11-50 Employees

Stonebridge Advisors LLC is a financial services firm and registered investment adviser based in Wilton, Connecticut. It focuses on managing preferred and hybrid securities, providing investment advisory services to clients seeking exposure to these asset classes. The firm pursues a cautious, conservative investment style aimed at steady, repeatable results and responsive service for its clients. With a compact team, the firm operates as a small to mid-sized practice within the money management sector.

Positioned in the money management arena, Stonebridge emphasizes disciplined stewardship of its core securities offerings. The firm’s approach to investing centers on risk-conscious decisions and dependable client interaction, shaping its role within the financial services industry.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Stonebridge Advisors LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Stonebridge Advisors LLC's revenue is estimated to be in the range of $10M - $25M

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