City
Independent RIAs in Shelton, Connecticut
As of October 2, 2026, 10 independent wealth management RIAs with their main office in Shelton, Connecticut reported $1.7 billion in regulatory assets under management; the largest by assets was Investmark Advisory Group LLC, with $929.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 10
- Regulatory assets under management
- $1.7 billion
- Average per firm
- $170.6 million
- SEC-registered, of those listed
- 4 of 10 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Investmark Advisory Group LLC | SEC | $929.7 million | 2,048 |
| 2 | Innovative Asset Advisors Group | SEC | $297.9 million | 666 |
| 3 | Constitution Investment Advisory and Portfolio Management | SEC | $241.3 million | 268 |
| 4 | Bridgelight Financial Advisors, Inc | SEC | $150.8 million | 718 |
| 5 | Myfinancialpro, LLC | State | $58.4 million | 143 |
| 6 | Netherby Advisors LLC | State | $18.7 million | 45 |
| 7 | Stone Wall Money Management LLC | State | $8.8 million | 78 |
| 8 | Fortress Financial Management | State | $0 | 0 |
| 9 | Rosales Wealth Group LLC | State | $0 | 0 |
| 10 | Sumus Financial LLC | State | $0 | 0 |
Independent RIAs in Connecticut, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.