Connecticut · 19 advisers
Financial Advisors in Shelton, Connecticut
Looking for a financial advisor in Shelton, Connecticut? Falists indexes 19 SEC-registered and state-registered investment advisers in Shelton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $91.47B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
19
With website
16
Largest AUM
$91.47B
Financial planning
12
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Shelton
Ranked by AUM · Fees, team & specialties at a glance
AST INVESTMENT SERVICES, INC.
Shelton, CT
AUM
$91.47B
Team
9 advisors
Clients
—
Fees
Percentage of AUM
1-800-225-1852
PROCYON
Shelton, CT
AUM
$9.20B
Team
49 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(475) 232-2704
PENTEGRA INVESTORS, INC.
Shelton, CT
AUM
$5.60B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 872-3473
BEIRNE.
Shelton, CT
AUM
$1.37B
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
203-701-8606
WRIGHT INVESTORS SERVICE INC
Shelton, CT
AUM
$1.21B
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
203-783-4400
INVESTMARK ADVISORY GROUP LLC
Shelton, CT
AUM
$929.7M
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
203-953-3777
INNOVATIVE ASSET ADVISORS GROUP
Shelton, CT
AUM
$297.9M
Team
11 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
203-444-3599
AUM
$241.3M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
(475) 269-3200
GANIM PRIVATE WEALTH
Shelton, CT
AUM
$238.6M
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 335-0851
COOPER FINANCIAL SERVICES, INC.
Shelton, CT
AUM
$184.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
203-248-1972
BRIDGELIGHT FINANCIAL ADVISORS, INC
Shelton, CT
AUM
$150.8M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
203-795-7080
WRIGHT PRIVATE ASSET MANAGEMENT LLC
Shelton, CT
AUM
$74.1M
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-783-4400
MYFINANCIALPRO, LLC
Shelton, CT
AUM
$58.4M
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
203-922-1192
INNOVATIVE ASSET MANAGEMENT GROUP, LLC
Shelton, CT
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
475-256-0242
ROSALES WEALTH GROUP LLC
Shelton, CT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(203) 206-7844
THE WINTHROP CORPORATION
Shelton, CT
AUM
—
Team
8 advisors
Clients
—
Fees
REIMBURSEMENT FOR RESEARCH EXPENSES
203-783-4400
STONE WALL MONEY MANAGEMENT LLC
Shelton, CT
AUM
$8.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(203) 372-4442
FORTRESS FINANCIAL MANAGEMENT
Shelton, CT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2039121657
SUMUS FINANCIAL LLC
Shelton, CT
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(203) 368-1086
More cities in Connecticut
Common questions
- How many financial advisors are in Shelton, Connecticut?
- 19 registered investment advisers are listed in our Shelton directory, sourced from public SEC filings.
- What types of advisors are in Shelton?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Shelton?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.