Investment advisers in Shelton, CT
12 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Ast Investment Services, Inc. | $91.47 billion | 42 | 7 |
| Procyon | $9.20 billion | 76 | 2 |
| Pentegra Investors, Inc. | $5.60 billion | 13 | 0 |
| Wright Investors Service Inc | $1.21 billion | 22 | 0 |
| Investmark Advisory Group LLC | $929.7 million | 10 | 4 |
| Innovative Asset Advisors Group | $297.9 million | 13 | 0 |
| Constitution Investment Advisory and Portfolio Management | $241.3 million | 6 | 0 |
| Ganim Private Wealth | $238.6 million | 4 | 0 |
| Cooper Financial Services, Inc. | $184.1 million | 3 | 0 |
| Bridgelight Financial Advisors, Inc | $150.8 million | 3 | 1 |
| Wright Private Asset Management LLC | $74.1 million | 23 | 0 |
| The Winthrop Corporation | $0 | 21 | 0 |