Investment adviser firms in SHELTON, Connecticut
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
13 firms · Source months shown: August 2026
- AST INVESTMENT SERVICES, INC.CRD 108897 · SHELTON, CT$91,470,712,627.00Regulatory AUM · August 2026
- BEIRNE WEALTH CONSULTING SERVICES, LLCCRD 167103 · SHELTON, CT$2,259,001,736.00Regulatory AUM · August 2026
- BRIDGELIGHT FINANCIAL ADVISORS, INCCRD 139518 · SHELTON, CT$150,777,009.00Regulatory AUM · August 2026
- CONSTITUTION CAPITAL LLCCRD 310378 · SHELTON, CT$241,326,000.00Regulatory AUM · August 2026
- COOPER FINANCIAL SERVICES, INC.CRD 104671 · SHELTON, CT$184,105,399.00Regulatory AUM · August 2026
- GFS WEALTH MANAGEMENT ADVISORS, INC.CRD 285679 · SHELTON, CT$238,639,022.00Regulatory AUM · August 2026
- INNOVATIVE ASSET ADVISORS GROUP, LLCCRD 336773 · SHELTON, CT$297,932,861.00Regulatory AUM · August 2026
- INVESTMARK ADVISORY GROUP LLCCRD 121060 · SHELTON, CT$929,666,878.00Regulatory AUM · August 2026
- PENTEGRA INVESTORS, INC.CRD 111503 · SHELTON, CT$5,602,899,971.00Regulatory AUM · August 2026
- PROCYON ADVISORS, LLCCRD 288239 · SHELTON, CT$9,204,268,020.00Regulatory AUM · August 2026
- THE WINTHROP CORPORATIONCRD 105273 · SHELTON, CTNot availableRegulatory AUM · August 2026
- WRIGHT INVESTORS SERVICE INCCRD 106302 · SHELTON, CT$1,207,927,898.00Regulatory AUM · August 2026
- WRIGHT PRIVATE ASSET MANAGEMENT LLCCRD 139570 · SHELTON, CT$74,119,261.00Regulatory AUM · August 2026