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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!
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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
475-600-2501
Top Financial Advisor Firms in Shelton, Connecticut (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| AST INVESTMENT SERVICES, INC. One Corporate Drive, Shelton, CT, 06484 | 108897 | $105,935,674,542 | 32 | A percentage of AUM |
| PROCYON 1 Corporate Drive, Suite 225 Shelton, CT, 06484 | 288239 | $7,769,672,465 | 5638 | A percentage of AUM, Hourly charges, Fixed fees |
| WRIGHT INVESTORS SERVICE INC 2 Corporate Drive, Suite 770 Shelton, CT, 06484 | 106302 | $1,292,546,493 | 1247 | A percentage of AUM, Subscription fees, Fixed fees |
| BEIRNE. 3 Enterprise Drive, Suite 410 Shelton, CT, 06484 | 167103 | $1,135,235,910 | 1136 | A percentage of AUM, Fixed fees |
| INVESTMARK ADVISORY GROUP LLC 3 Enterprise Drive, Fourth Floor Shelton, CT, 06484 | 121060 | $712,457,504 | 1788 | A percentage of AUM, Hourly charges, Fixed fees |
| CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT 2 Trap Falls Road, Suite 504 Shelton, CT, 06484 | 310378 | $224,853,594 | 250 | A percentage of AUM |
| COOPER FINANCIAL SERVICES, INC. 1000 Bridgeport Avenue, Suite 308 Shelton, CT, 06484 | 104671 | $170,512,440 | 1684 | A percentage of AUM |
| GANIM PRIVATE WEALTH 2 Enterprise Drive, Suite 305 Shelton, CT, 06484 | 285679 | $131,543,639 | 56 | A percentage of AUM, Hourly charges, Fixed fees |
| WRIGHT PRIVATE ASSET MANAGEMENT LLC 2 Corporate Drive, Suite 770 Shelton, CT, 06484 | 139570 | $61,217,028 | 88 | A percentage of AUM, Fixed fees |
| ARMADA ETFS 2 Enterprise Drive, Suite 406 Shelton, CT, 06484 | 317979 | $5,490,000 | 2 | A percentage of AUM |
| THE WINTHROP CORPORATION 2 Corporate Drive, Suite 770 Shelton, CT, 06484 | 105273 | $0 | 0 | Other (REIMBURSEMENT FOR RESEARCH EXPENSES) |
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