Fiduciary advisors in Shelton, CT
12 registered advisers
Shelton is a Fairfield County city where mid-market corporate headquarters generate advisory demand outside the Greenwich-Stamford axis, and 12 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 12 of the 12 registered practices, or about 100% of the local market. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
AST INVESTMENT SERVICES, INC.
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$93.5B
Minimum--
Clients27
BEIRNE.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients1,153
BRIDGELIGHT FINANCIAL ADVISORS, INC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$156M
Minimum--
Clients748
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$241M
Minimum--
Clients268
COOPER FINANCIAL SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$196M
Minimum--
Clients1,637
GANIM PRIVATE WEALTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$262M
Minimum--
Clients42
INNOVATIVE ASSET ADVISORS GROUP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$134M
Minimum--
Clients290
INVESTMARK ADVISORY GROUP LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$812M
Minimum--
Clients1,863
PROCYON
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$7.8B
Minimum--
Clients5,638
THE WINTHROP CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM--
Minimum--
Clients--
WRIGHT INVESTORS SERVICE INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.2B
Minimum--
Clients1,286
WRIGHT PRIVATE ASSET MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$62M
Minimum--
Clients81