STONEBRIDGE ADVISORS LLC
CRD #134017 SEC #801-63899 WILTON, CT 203-762-0004
SEC Registered
Total AUM
$10.8B
Discretionary
$10.8B
Employees
17
Clients
--
Accounts
4,022
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $10.8B | $10.8B | $0 | 17 | 10 |
| Oct 2024 | $10B | $10B | $0 | 17 | 10 |
| Jun 2024 | $10B | $10B | $0 | 17 | 10 |
| Jun 2024 | $10B | $10B | $0 | 17 | 10 |
| Mar 2024 | $10B | $10B | $0 | 17 | 10 |
| Apr 2023 | $10.5B | $10.5B | $0 | 17 | 10 |
| Mar 2023 | $10.5B | $10.5B | $0 | 17 | 10 |
| Jan 2023 | $14.4B | $14.4B | $0 | 16 | 9 |
| Mar 2022 | $14.4B | $14.4B | $0 | 16 | 9 |
| Jan 2022 | $12.4B | $11.7B | $714.5M | 15 | 1,140 |
| Mar 2021 | $12.4B | $11.7B | $714.5M | 15 | 1,140 |
| Jun 2020 | $10.5B | $10.5B | $0 | 15 | 1,140 |
| Mar 2020 | $10.5B | $10.5B | $0 | 15 | 1,140 |
| Jan 2019 | $7.5B | $7.5B | $0 | 14 | 747 |
| Mar 2018 | $8.2B | $8.2B | $0 | 14 | 623 |
| Mar 2018 | $8.2B | $8.2B | $0 | 14 | 623 |
| Aug 2017 | $6.2B | $5.7B | $472.4M | 14 | 465 |
| Apr 2017 | $6.2B | $5.7B | $472.4M | 14 | 465 |
| Apr 2017 | $6.2B | $5.7B | $472.4M | 14 | 465 |
| Mar 2017 | $6.2B | $5.7B | $472.4M | 14 | 465 |
| Mar 2017 | $6.2B | $5.7B | $472.4M | 14 | 465 |
| Mar 2016 | $4.2B | $4.1B | $73.7M | 14 | 2,100 |
| Jan 2016 | $3.5B | $3.5B | $9.5M | 14 | 3,100 |
| Apr 2015 | $3.5B | $3.5B | $9.5M | 11 | 3,100 |
| Mar 2015 | $3.5B | $3.5B | $9.5M | 11 | 3,100 |
| Mar 2014 | $3.5B | $3.4B | $87.3M | 11 | 3,100 |
| Mar 2013 | $1.5B | $1.4B | $190.7M | 10 | 800 |
| Mar 2013 | $1.5B | $1.4B | $190.7M | 10 | 800 |
| Aug 2012 | $837.1M | $567.7M | $269.4M | 6 | 800 |
| Mar 2012 | $837.1M | $567.7M | $269.4M | 6 | 800 |
| Jul 2011 | $625M | $339M | $285.9M | 10 | -- |
| Apr 2011 | $625M | $339M | $285.9M | 10 | -- |
| Mar 2011 | $625M | $339M | $285.9M | 10 | -- |
| Feb 2011 | $415.1M | $163.2M | $251.9M | 10 | -- |
| Jan 2011 | $415.1M | $163.2M | $251.9M | 10 | -- |
| Oct 2010 | $415.1M | $163.2M | $251.9M | 10 | -- |
| Sep 2010 | $415.1M | $163.2M | $251.9M | 10 | -- |
| Jan 2010 | $194.6M | $84.1M | $110.5M | 10 | -- |
| Jan 2010 | $194.6M | $84.1M | $110.5M | 10 | -- |
| Jan 2010 | $194.6M | $84.1M | $110.5M | 10 | -- |
| Jul 2009 | $194.6M | $84.1M | $110.5M | 10 | -- |
| Mar 2008 | $455.7M | $119.6M | $336.1M | 10 | -- |
| Dec 2007 | $428.1M | $100.4M | $327.6M | 10 | -- |
| Aug 2007 | $428.1M | $100.4M | $327.6M | 10 | -- |
| Apr 2007 | $428.1M | $100.4M | $327.6M | 10 | -- |
| Mar 2007 | $428.1M | $100.4M | $327.6M | 10 | -- |
| Nov 2006 | $283.2M | $6.4M | $276.8M | 10 | -- |
| Sep 2005 | $335.7M | $184K | $335.5M | 10 | -- |
| Jun 2005 | $335.7M | $184K | $335.5M | 10 | -- |
DateMar 2025
Total AUM$10.8B
Discretionary$10.8B
Non-Disc.$0
Employees17
Clients10
DateOct 2024
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees17
Clients10
DateJun 2024
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees17
Clients10
DateJun 2024
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees17
Clients10
DateMar 2024
Total AUM$10B
Discretionary$10B
Non-Disc.$0
Employees17
Clients10
DateApr 2023
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees17
Clients10
DateMar 2023
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees17
Clients10
DateJan 2023
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees16
Clients9
DateMar 2022
Total AUM$14.4B
Discretionary$14.4B
Non-Disc.$0
Employees16
Clients9
DateJan 2022
Total AUM$12.4B
Discretionary$11.7B
Non-Disc.$714.5M
Employees15
Clients1,140
DateMar 2021
Total AUM$12.4B
Discretionary$11.7B
Non-Disc.$714.5M
Employees15
Clients1,140
DateJun 2020
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees15
Clients1,140
DateMar 2020
Total AUM$10.5B
Discretionary$10.5B
Non-Disc.$0
Employees15
Clients1,140
DateJan 2019
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees14
Clients747
DateMar 2018
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees14
Clients623
DateMar 2018
Total AUM$8.2B
Discretionary$8.2B
Non-Disc.$0
Employees14
Clients623
DateAug 2017
Total AUM$6.2B
Discretionary$5.7B
Non-Disc.$472.4M
Employees14
Clients465
DateApr 2017
Total AUM$6.2B
Discretionary$5.7B
Non-Disc.$472.4M
Employees14
Clients465
DateApr 2017
Total AUM$6.2B
Discretionary$5.7B
Non-Disc.$472.4M
Employees14
Clients465
DateMar 2017
Total AUM$6.2B
Discretionary$5.7B
Non-Disc.$472.4M
Employees14
Clients465
DateMar 2017
Total AUM$6.2B
Discretionary$5.7B
Non-Disc.$472.4M
Employees14
Clients465
DateMar 2016
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$73.7M
Employees14
Clients2,100
DateJan 2016
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$9.5M
Employees14
Clients3,100
DateApr 2015
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$9.5M
Employees11
Clients3,100
DateMar 2015
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$9.5M
Employees11
Clients3,100
DateMar 2014
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$87.3M
Employees11
Clients3,100
DateMar 2013
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$190.7M
Employees10
Clients800
DateMar 2013
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$190.7M
Employees10
Clients800
DateAug 2012
Total AUM$837.1M
Discretionary$567.7M
Non-Disc.$269.4M
Employees6
Clients800
DateMar 2012
Total AUM$837.1M
Discretionary$567.7M
Non-Disc.$269.4M
Employees6
Clients800
DateJul 2011
Total AUM$625M
Discretionary$339M
Non-Disc.$285.9M
Employees10
Clients--
DateApr 2011
Total AUM$625M
Discretionary$339M
Non-Disc.$285.9M
Employees10
Clients--
DateMar 2011
Total AUM$625M
Discretionary$339M
Non-Disc.$285.9M
Employees10
Clients--
DateFeb 2011
Total AUM$415.1M
Discretionary$163.2M
Non-Disc.$251.9M
Employees10
Clients--
DateJan 2011
Total AUM$415.1M
Discretionary$163.2M
Non-Disc.$251.9M
Employees10
Clients--
DateOct 2010
Total AUM$415.1M
Discretionary$163.2M
Non-Disc.$251.9M
Employees10
Clients--
DateSep 2010
Total AUM$415.1M
Discretionary$163.2M
Non-Disc.$251.9M
Employees10
Clients--
DateJan 2010
Total AUM$194.6M
Discretionary$84.1M
Non-Disc.$110.5M
Employees10
Clients--
DateJan 2010
Total AUM$194.6M
Discretionary$84.1M
Non-Disc.$110.5M
Employees10
Clients--
DateJan 2010
Total AUM$194.6M
Discretionary$84.1M
Non-Disc.$110.5M
Employees10
Clients--
DateJul 2009
Total AUM$194.6M
Discretionary$84.1M
Non-Disc.$110.5M
Employees10
Clients--
DateMar 2008
Total AUM$455.7M
Discretionary$119.6M
Non-Disc.$336.1M
Employees10
Clients--
DateDec 2007
Total AUM$428.1M
Discretionary$100.4M
Non-Disc.$327.6M
Employees10
Clients--
DateAug 2007
Total AUM$428.1M
Discretionary$100.4M
Non-Disc.$327.6M
Employees10
Clients--
DateApr 2007
Total AUM$428.1M
Discretionary$100.4M
Non-Disc.$327.6M
Employees10
Clients--
DateMar 2007
Total AUM$428.1M
Discretionary$100.4M
Non-Disc.$327.6M
Employees10
Clients--
DateNov 2006
Total AUM$283.2M
Discretionary$6.4M
Non-Disc.$276.8M
Employees10
Clients--
DateSep 2005
Total AUM$335.7M
Discretionary$184K
Non-Disc.$335.5M
Employees10
Clients--
DateJun 2005
Total AUM$335.7M
Discretionary$184K
Non-Disc.$335.5M
Employees10
Clients--