Rialytix insights

Largest RIA Firms in Shelton, Connecticut by AUM

Explore registered investment advisers headquartered in Shelton, Connecticut, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 11 firms with $109.6B in total reported AUM and median AUM of $297.9M.

Firms

Matching current profiles

Total AUM

$109.6B

Reported regulatory AUM

Median AUM

$297.9M

Across firms with AUM

Largest firm

$91.5B

Ast Investment Services, INC.

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Ast Investment Services, INC. CRD 108897 · Corporation	SHELTON, CT	$91.5B Sep 2026	-$2.1B-2.2%	-$30.8B-25.2%	-$68.0B-42.6%	-$10.1B-10.0%	-21 employees-33.3% over 3Y	-21 accounts-52.5% over 3Y
2. Procyon CRD 288239 · Limited Liability Company	SHELTON, CT	$9.2B Oct 2026	+$1.4B+18.5%	+$4.3B+86.3%	+$8.2B+783.8%	—	+39 employees+105.4% over 3Y	+5,386 accounts+161.7% over 3Y
3. Pentegra Investors, INC. CRD 111503 · Corporation	SHELTON, CT	$5.6B May 2026	+$95.6M+1.7%	-$640.8M-10.3%	-$1.6B-21.8%	+$5.2B+1404.6%	0 employees+0.0% over 3Y	-97 accounts-28.0% over 3Y
4. Wright Investors Service INC CRD 106302 · Corporation	SHELTON, CT	$1.2B Mar 2026	-$30.1M-2.4%	-$87.2M-6.7%	-$31.3M-2.5%	-$310.2M-20.4%	+4 employees+22.2% over 3Y	-206 accounts-15.0% over 3Y
5. Investmark Advisory Group LLC CRD 121060 · Limited Liability Company	SHELTON, CT	$929.7M Mar 2026	+$217.2M+30.5%	+$306.5M+49.2%	+$388.0M+71.6%	+$768.7M+477.4%	0 employees+0.0% over 3Y	+300 accounts+17.2% over 3Y
6. Innovative Asset Advisors Group CRD 336773 · Limited Liability Company	SHELTON, CT	$297.9M Oct 2026	—	—	—	—	+12 employees+1200.0% over 1Y	—
7. Constitution Investment Advisory And Portfolio Management CRD 310378 · Limited Liability Company	SHELTON, CT	$241.3M Feb 2026	+$16.5M+7.3%	+$27.2M+12.7%	+$82.2M+51.6%	—	+1 employees+20.0% over 3Y	+5 accounts+1.9% over 3Y
8. Ganim Private Wealth CRD 285679 · Corporation	SHELTON, CT	$238.6M Apr 2026	-$23.3M-8.9%	+$103.8M+77.0%	+$119.0M+99.4%	+$119.0M+99.4%	-2 employees-33.3% over 3Y	-216 accounts-90.8% over 3Y
9. Cooper Financial Services, INC. CRD 104671 · Corporation	SHELTON, CT	$184.1M May 2026	+$13.6M+8.0%	+$25.7M+16.2%	+$45.9M+33.2%	+$63.7M+52.9%	-1 employees-25.0% over 3Y	-463 accounts-22.7% over 3Y
10. Bridgelight Financial Advisors, INC CRD 139518 · Corporation	SHELTON, CT	$150.8M Sep 2026	+$11.7M+8.5%	—	—	+$11.7M+8.5%	0 employees+0.0% over 1Y	+38 accounts+5.6% over 1Y
11. Wright Private Asset Management LLC CRD 139570 · Limited Liability Company	SHELTON, CT	$74.1M May 2026	+$11.7M+18.7%	+$24.6M+49.5%	+$21.1M+39.8%	-$27.8M-27.3%	+6 employees+35.3% over 3Y	-3 accounts-3.9% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.