Best Financial Advisors in SHELTON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SHELTON
COOPER FINANCIAL SERVICES, INC.
SHELTON, CT · Since 1985
THE WINTHROP CORPORATION
SHELTON, CT · Since 1961
WRIGHT INVESTORS SERVICE INC
SHELTON, CT · Since 1996
WRIGHT PRIVATE ASSET MANAGEMENT LLC
SHELTON, CT · Since 2006
GANIM PRIVATE WEALTH
SHELTON, CT · Since 2021
PENTEGRA INVESTORS, INC.
SHELTON, CT · Since 1990
BRIDGELIGHT FINANCIAL ADVISORS, INC
SHELTON, CT · Since 2025
BEIRNE.
SHELTON, CT · Since 2013
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
SHELTON, CT · Since 2020
INNOVATIVE ASSET ADVISORS GROUP
SHELTON, CT · Since 2025
PROCYON
SHELTON, CT · Since 2017
INVESTMARK ADVISORY GROUP LLC
SHELTON, CT · Since 2012
AST INVESTMENT SERVICES, INC.
SHELTON, CT · Since 1992
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in SHELTON?
The median advisory fee in SHELTON, CT is 0.95% of assets under management per year, based on Form ADV filings from 13 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.