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
Steven Dennis Randall
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Bury Barbier
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Jason Jeffrey Minard
Registered Affiliation(s):TWEEDY, BROWNE COMPANY LLC
John Michael Karafa
Registered Affiliation(s):VISION INVESTMENT ADVISORS, LLC
John Charles Bloomfield
Registered Affiliation(s):LPL FINANCIAL LLC
Anna Soave
Registered Affiliation(s):PEOPLE'S UNITED ADVISORS, INC.
Tracy Anne Mackinstry
Registered Affiliation(s):LPL FINANCIAL LLC
Nicholas Andrew Stephens
Registered Affiliation(s):EDGEWOOD MANAGEMENT LLC
Eric William Lutz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Margaret Mary Denver
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stuart Mark Wechsler
Registered Affiliation(s):FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.
Tate Heritage Wingate
Registered Affiliation(s):MORGAN STANLEY
Stephen John Lillis
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Patrick E O'connor
Registered Affiliation(s):CITIZENS SECURITIES, INC.
Kenneth Lawrence Spielman
Registered Affiliation(s):LPL FINANCIAL LLC
Antonio Disorbo
Registered Affiliation(s):CONNECTICUT WEALTH MANAGEMENT, LLC
Richard Donnelly Hammond
Registered Affiliation(s):MJP WEALTH ADVISORS
Daniel Dimaio
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Suzanne Lynne Walsh
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Ulric Don Bruce
Registered Affiliation(s):EQUITY SERVICES, INC.
Ann Marie Mcgreevy-doria
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Thomas Francis Gallagher
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Luke Donenfeld
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jonathan Edward Lowd
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.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
