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
Jonathan Bennet Rubin
Registered Affiliation(s):WESTBURY GROUP LLC
Colin John Morris
Registered Affiliation(s):QUASAR DISTRIBUTORS, LLC
Brandon Werner Kobelt
Registered Affiliation(s):STRATEGAS SECURITIES, LLC DBA STRATEGAS RESEARCH PARTNERS
Oliver Wintermantel
Registered Affiliation(s):EVERCORE GROUP L.L.C.
William Raedle
Registered Affiliation(s):BCW SECURITIES LLC
Lenore Powers
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Mark Alan Radville
Registered Affiliation(s):COMMONFUND SECURITIES, INC.
Anthony Ralph Peretore JR.
Registered Affiliation(s):COMMONFUND SECURITIES, INC.
Donna Marie Ramous
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Alana L Seamon
Registered Affiliation(s):BENJAMIN F. EDWARDS & COMPANY, INC.
Cusmore Lemuel Simon
Registered Affiliation(s):PFS INVESTMENTS INC.
Harry Stramiello
Registered Affiliation(s):AVANTAX INVESTMENT SERVICES, INC.
Ann Marie Esposito
Registered Affiliation(s):PFS INVESTMENTS INC.
Sherri Lynn Swihart
Registered Affiliation(s):PFS INVESTMENTS INC.
Thomas Patrick Hurley
Registered Affiliation(s):PFS INVESTMENTS INC.
John Douglas Hartman
Registered Affiliation(s):GOLDMAN SACHS & CO. LLC
Jeffrey Ciarcia
Registered Affiliation(s):UMERGENCE LLC
Carlos Ulises Flores Jimenez
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Mariella Cuccolo
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Tracy Brock Laroche
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Mario C Russo
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Arthur Gonzales Reyes
Registered Affiliation(s):STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Joseph Andrew Hanczor
Registered Affiliation(s):SAMI BROKERAGE LLC
Ben E Prata
Registered Affiliation(s):UBS SECURITIES LLC
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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