Top 9 advisors in Shelton
We’ve curated a list of the best financial advisors in Shelton, take a look at it below
Find an advisor in Shelton| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,240,000,000 | 37 advisors | ||
| 2 | $720,552,314 | 18 advisors | ||
| 3 | $623,169,311 | 10 advisors | ||
| 4 | $545,907,830 | 11 advisors | ||
| 5 | $179,044,198 | 4 advisors | ||
| 6 | $157,479,588 | 4 advisors | ||
| 7 | $134,803,925 | 6 advisors | ||
| 8 | $49,566,968 | 17 advisors | ||
| 9 | $3,779,530 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Shelton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Shelton. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Procyon Advisors, LLC
Assets under management
$1,240,000,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Pension Consulting Services
Selection Of Other Advisers
2. Wright Investors Service Inc
Assets under management
$720,552,314
Fee structure
A percentage of assets under your management
Subscription fees
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
3. Investmark Advisory Group LLC
Assets under management
$623,169,311
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
4. Beirne.
Assets under management
$545,907,830
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
5. Constitution Investment Advisory And Portfolio Management
Assets under management
$179,044,198
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Cooper Financial Services, Inc.
Assets under management
$157,479,588
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Ganim Private Wealth
Assets under management
$134,803,925
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
8. Wright Private Asset Management LLC
Assets under management
$49,566,968
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
9. Armada Etfs
Assets under management
$3,779,530
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Your first meeting is free.