Best Financial Advisors in SHELTON, Connecticut
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in SHELTON
WRIGHT INVESTORS SERVICE INC
SHELTON, CT · Since 1996
THE WINTHROP CORPORATION
SHELTON, CT · Since 1961
COOPER FINANCIAL SERVICES, INC.
SHELTON, CT · Since 1985
WRIGHT PRIVATE ASSET MANAGEMENT LLC
SHELTON, CT · Since 2006
GANIM PRIVATE WEALTH
SHELTON, CT · Since 2021
PENTEGRA INVESTORS, INC.
SHELTON, CT · Since 1990
BEIRNE.
SHELTON, CT · Since 2013
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
SHELTON, CT · Since 2020
BRIDGELIGHT FINANCIAL ADVISORS, INC
SHELTON, CT · Since 2025
INNOVATIVE ASSET ADVISORS GROUP
SHELTON, CT · Since 2025
INVESTMARK ADVISORY GROUP LLC
SHELTON, CT · Since 2012
PROCYON
SHELTON, CT · Since 2017
AST INVESTMENT SERVICES, INC.
SHELTON, CT · Since 1992
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.