Rialytix insights

Top RIA Firms in Shelton, Connecticut

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Shelton, Connecticut. This hub covers 12 matching firms with $111.0B in total reported AUM and median AUM of $613.8M.

Firms

Matching current profiles

Total AUM

$111.0B

Reported regulatory AUM

Median AUM

$613.8M

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 May 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 May 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. Beirne. CRD 167103 · Limited Liability Company	SHELTON, CT	$1.4B Mar 2026	+$171.8M+14.3%	-$526.3M-27.7%	-$524.3M-27.7%	+$925.3M+207.7%	-2 employees-18.2% over 3Y	-231 accounts-15.9% over 3Y
5. 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
6. 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
7. Innovative Asset Advisors Group CRD 336773 · Limited Liability Company	SHELTON, CT	$297.9M Mar 2026	—	—	—	—	+12 employees+1200.0% over Total	—
8. 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
9. 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
10. Cooper Financial Services, INC. CRD 104671 · Corporation	SHELTON, CT	$195.6M Nov 2025	+$25.1M+14.7%	+$37.2M+23.5%	+$57.3M+41.5%	+$75.2M+62.4%	-2 employees-50.0% over 3Y	-402 accounts-19.7% over 3Y
11. Bridgelight Financial Advisors, INC CRD 139518 · Corporation	SHELTON, CT	$150.8M Mar 2026	—	—	—	+$11.7M+8.5%	0 employees+0.0% over Total	+38 accounts+5.6% over Total
12. 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.