Top Financial Advisors in Shelton, Connecticut
Finding the right financial advisor in Shelton is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Shelton, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Shelton, CT.
Find the Best Financial Advisor Firms in Shelton:
PROCYON ADVISORS, LLC
CRD#: 288239
Address: 1 Corporate Drive Suite 225, Shelton, CT 06484
Clients: 727
Average Clients per Advisor: 25
AUM: $ 4.9B
BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD#: 167103
Address: 3 Enterprise Drive Suite 410, Shelton, CT 06484
Clients: 314
Average Clients per Advisor: 28
AUM: $ 1.9B
INVESTMARK ADVISORY GROUP LLC
CRD#: 121060
Address: 3 Enterprise Drive Fourth Floor, Shelton, CT 06484
Clients: 447
Average Clients per Advisor: 44
AUM: $ 623M
CONSTITUTION INVESTMENT ADVISORY AND PORTFOLIO MANAGEMENT
CRD#: 310378
Address: 2 Trap Falls Road Suite 504, Shelton, CT 06484
Clients: 122
Average Clients per Advisor: 61
AUM: $ 179M
COOPER FINANCIAL SERVICES, INC.
CRD#: 104671
Address: 1000 Bridgeport Avenue Suite 308, Shelton, CT 06484
Clients: 316
Average Clients per Advisor: 79
AUM: $ 157M
GFS WEALTH MANAGEMENT ADVISORS, INC. DBA GANIM FINANCIAL
CRD#: 285679
Address: 2 Enterprise Drive Suite 305, Shelton, CT 06484
Clients: 93
Average Clients per Advisor: 15
AUM: $ 135M
How We Chose the Top Financial Advisors in Shelton, Connecticut
To create this list of top financial advisor firms in Shelton, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Shelton has to offer.
Search Financial Advisors in Shelton, Connecticut
Eric Scott Greenberg
Registered Affiliation(s):BCW SECURITIES LLC
Joseph Kevin Todd
Registered Affiliation(s):EVERCORE GROUP L.L.C.
Jennifer Rose Huisking
Registered Affiliation(s):GOLDMAN SACHS PERSONAL FINANCIAL MANAGEMENT
John Lane Obrien
Registered Affiliation(s):WESTMINSTER FINANCIAL ADVISORY CORP
Frank Baggio
Registered Affiliation(s):LPL FINANCIAL LLC
George Joseph Koeltl
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Richard Barry Zins
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Anthony James Forcelli
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Karen Lynn Facini
Registered Affiliation(s):LPL FINANCIAL LLC
Rachel Rebecca Stern
Registered Affiliation(s):P. A. N. SECURITIES, LP
Manyee Chiu
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
Lukasz Piotr Cianciara
Registered Affiliation(s):ERG SECURITIES (US) LLC
Michael J. Bergamo
Registered Affiliation(s):PORTSMOUTH FINANCIAL SERVICES
Paul Richard Penney
Registered Affiliation(s):UMERGENCE LLC
Michael Abely Sullivan
Registered Affiliation(s):UMERGENCE LLC
Robert Charles Batick
Registered Affiliation(s):THE PATRIOT FINANCIAL GROUP, LLC
Tyler Hosford Cruger
Registered Affiliation(s):FHN FINANCIAL SECURITIES CORP.
Jean Anne Regnier
Registered Affiliation(s):CAPITOL SECURITIES MANAGEMENT, INC.
Leo Joseph Beauregard
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Juan Ramon Pedraza JR
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Michael Beloff
Registered Affiliation(s):LPL FINANCIAL LLC
Casey E. Flavin
Registered Affiliation(s):HEDGEYE RISK MANAGEMENT, LLC
Michael Bradley Ray
Registered Affiliation(s):AMG DISTRIBUTORS, INC.
James Mclaughlin Patrick
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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