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Find The Best Financial Advisors in Shelton, Connecticut

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Shelton is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Shelton & pick the one as per your needs

How To Find The Best Financial Advisors in Shelton, Connecticut

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Shelton, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 16 vetted financial advisors and 11 non-vetted financial advisors in Shelton, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Shelton, Connecticut have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Shelton, Connecticut

advisor

Gerard Gruber

Harbor West Wealth Management & Planning

call203-454-3377

advisor

Anthony M. Errico

Port Capital Management

call212-597-2249

advisor

Dan Brady

Savvy Advisors

call914-246-8731

advisor

Frank Lepore

Bleakley Financial Group

call973-244-4237

Top Financial Advisor Firms in Shelton, Connecticut (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
AST INVESTMENT SERVICES, INC.
One Corporate Drive,
Shelton, CT, 6484
108897 $122,238,315,019 40 A Percentage of AUM
PROCYON ADVISORS, LLC
1 Corporate Drive, Suite 225
Shelton, CT, 6484
288239 $4,940,000,000 3330 A Percentage of AUM, Hourly charges, Fixed Fees
BEIRNE.
3 Enterprise Drive, Suite 410
Shelton, CT, 6484
167103 $1,897,104,692 1453 A Percentage of AUM, Fixed Fees
WRIGHT INVESTORS SERVICE INC
2 Corporate Drive, Suite 770
Shelton, CT, 6484
106302 $1,295,137,791 1377 A Percentage of AUM, Subscription Fees, Fixed Fees
INVESTMARK ADVISORY GROUP LLC
3 Enterprise Drive, Fourth Floor
Shelton, CT, 6484
121060 $623,169,311 1748 A Percentage of AUM, Hourly charges, Fixed Fees
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
2 Trap Falls Road, Suite 504
Shelton, CT, 6484
310378 $179,044,198 283 A Percentage of AUM
COOPER FINANCIAL SERVICES, INC.
1000 Bridgeport Avenue, Suite 308
Shelton, CT, 6484
104671 $157,479,588 1677 A Percentage of AUM
GANIM PRIVATE WEALTH
2 Enterprise Drive, Suite 305
Shelton, CT, 6484
285679 $134,803,925 238 A Percentage of AUM, Hourly charges, Fixed Fees
WRIGHT PRIVATE ASSET MANAGEMENT LLC
2 Corporate Drive, Suite 770
Shelton, CT, 6484
139570 $49,566,968 77 A Percentage of AUM, Fixed Fees
ARMADA ETFS
2 Enterprise Drive, Suite 406
Shelton, CT, 6484
317979 $3,779,530 1 A Percentage of AUM
THE WINTHROP CORPORATION
2 Corporate Drive, Suite 770
Shelton, CT, 6484
105273 $0 0 Other (REIMBURSEMENT FOR RESEARCH EXPENSES)

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