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 Sales
Shelton, ConnecticutCRD #108897
Typical Fee--
AUM$93.5B
Minimum--
Clients27

BEIRNE.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #167103
Typical Fee--
AUM$1.2B
Minimum--
Clients1,153

BRIDGELIGHT FINANCIAL ADVISORS, INC

Fee-OnlyAlso Compensated via Product Sales
Shelton, ConnecticutCRD #139518
Typical Fee--
AUM$156M
Minimum--
Clients748

CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #310378
Typical Fee--
AUM$241M
Minimum--
Clients268

COOPER FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #104671
Typical Fee--
AUM$196M
Minimum--
Clients1,637

GANIM PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #285679
Typical Fee--
AUM$262M
Minimum--
Clients42

INNOVATIVE ASSET ADVISORS GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #336773
Typical Fee--
AUM$134M
Minimum--
Clients290

INVESTMARK ADVISORY GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
Shelton, ConnecticutCRD #121060
Typical Fee--
AUM$812M
Minimum--
Clients1,863

PROCYON

Fee-OnlyAlso Compensated via Product Sales
Shelton, ConnecticutCRD #288239
Typical Fee--
AUM$7.8B
Minimum--
Clients5,638

THE WINTHROP CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #105273
Typical Fee--
AUM--
Minimum--
Clients--

WRIGHT INVESTORS SERVICE INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #106302
Typical Fee--
AUM$1.2B
Minimum--
Clients1,286

WRIGHT PRIVATE ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelton, ConnecticutCRD #139570
Typical Fee--
AUM$62M
Minimum--
Clients81
Fiduciary Advisors in Shelton, Connecticut | FiduciaryListings