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
William Douglas Phillips
Registered Affiliation(s):NEW EDGE WEALTH
Patrick Francis Xavier Gingras
Registered Affiliation(s):MAI CAPITAL MANAGEMENT, LLC
Lizabeth L Drega
Registered Affiliation(s):MORGAN STANLEY
Michael John Desi
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
John Andrew Maceranka
Registered Affiliation(s):THE WINDMILL GROUP, INC.
Joonho Lee
Registered Affiliation(s):BABCOCK & BROWN INVESTMENT MANAGEMENT
Al Henry Peralta
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Christon Smith
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Patrick Collins
Registered Affiliation(s):LPL FINANCIAL LLC
Lori A Bjorndahl
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Timothy Patrick Sullivan
Registered Affiliation(s):CHATSWORTH SECURITIES LLC
Stephen Michael Cunningham
Registered Affiliation(s):BCP SECURITIES, INC.
Robert W Stone
Registered Affiliation(s):SYMBRIDGE CAPITAL LLC
Brian M Thompson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Adam James Artiano
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Caroline Anne Hoelderlin
Registered Affiliation(s):MORGAN STANLEY
Jodine L Childs
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John Brent Cooper
Registered Affiliation(s):STUYVESANT CAPITAL MANAGEMENT CORPORATION
Michael Fife Zimmerman
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Sean Michael Mcauley
Registered Affiliation(s):ICAP CORPORATES LLC
Joseph Toomey
Registered Affiliation(s):LPL FINANCIAL LLC
George E Frenzel III
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Scott Michael Levine
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Jason Michael Giordano
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
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.
