City
Wealth management firms in Shelton, Connecticut
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Shelton, Connecticut reported $1.9 billion in regulatory assets under management; the largest by assets was Investmark Advisory Group LLC, with $929.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.9 billion
- Average per firm
- $171.8 million
- SEC-registered, of those listed
- 5 of 11 (45.5%)
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 | Cooper Financial Services, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $184.1 million | 1,576 |
| 5 | Bridgelight Financial Advisors, Inc | SEC | $150.8 million | 718 |
| 6 | Myfinancialpro, LLC | State | $58.4 million | 143 |
| 7 | Netherby Advisors LLC | State | $18.7 million | 45 |
| 8 | Stone Wall Money Management LLC | State | $8.8 million | 78 |
| 9 | Fortress Financial Management | State | $0 | 0 |
| 10 | Rosales Wealth Group LLC | State | $0 | 0 |
| 11 | Sumus Financial LLC | State | $0 | 0 |
Wealth management firms 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.