Financial advisers in Shelton, CT
13 registered investment adviser firms in Shelton managing $111.0B in assets, based on public SEC Form ADV filings.
Ast Investment Services, INC.
Shelton, CT · Est. 1992
National
- AUM
- $91.5B
- Per adviser
- $10.2B
- Advisers
- 9
Procyon
Shelton, CT · Est. 2017
National
- AUM
- $9.2B
- Per adviser
- $188M
- Advisers
- 49
No reported disclosures
Pentegra Investors, INC.
Shelton, CT · Est. 1990
Regional
- AUM
- $5.6B
- Per adviser
- $1.1B
- Advisers
- 5
No reported disclosures
Beirne.
Shelton, CT · Est. 2013
LocalInternational
- AUM
- $1.4B
- Per adviser
- $274M
- Advisers
- 5
No reported disclosures
Wright Investors Service INC
Shelton, CT · Est. 1996
Local
- AUM
- $1.2B
- Per adviser
- $134M
- Advisers
- 9
No reported disclosures
Investmark Advisory Group LLC
Shelton, CT · Est. 2012
Regional
- AUM
- $930M
- Per adviser
- $93M
- Advisers
- 10
Innovative Asset Advisors Group
Shelton, CT · Est. 2025
Regional
- AUM
- $298M
- Per adviser
- $27M
- Advisers
- 11
No reported disclosures
Constitution Investment Advisory And Portfolio Management
Shelton, CT · Est. 2020
Local
- AUM
- $241M
- Per adviser
- $121M
- Advisers
- 2
No reported disclosures
Ganim Private Wealth
Shelton, CT · Est. 2021
Local
- AUM
- $239M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Cooper Financial Services, INC.
Shelton, CT · Est. 1985
Local
- AUM
- $184M
- Per adviser
- $92M
- Advisers
- 2
No reported disclosures
Bridgelight Financial Advisors, INC
Shelton, CT · Est. 2025
Local
- AUM
- $151M
- Per adviser
- $50M
- Advisers
- 3
No reported disclosures
Wright Private Asset Management LLC
Shelton, CT · Est. 2006
LocalInternational
- AUM
- $74M
- Per adviser
- $7M
- Advisers
- 10
No reported disclosures
The Winthrop Corporation
Shelton, CT · Est. 1961
Local
- AUM
- —
- Per adviser
- —
- Advisers
- 8
No reported disclosures