Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shelton, CT

Every SEC-registered investment adviser representative at a firm office in Shelton, with the firms that employ the most of them.

239 registered advisors work in Shelton; the most are at MML Investors Services, LLC (81). 39 list the CFP designation and 174 are also registered broker representatives.

Firms with the most advisors in Shelton

FirmAdvisors in Shelton
MML Investors Services, LLC81
LPL Enterprise, LLC news29
Procyon news26
Commonwealth Financial Network news17
Innovative Asset Advisors Group12
Ameriprise Financial Services, LLC news8
Investmark Advisory Group LLC8
LPL Financial LLC news7
Stone Wall Money Management LLC7
Pentegra Investors, Inc.6
Centaurus Financial, Inc.5
Bridgelight Financial Advisors, Inc.4
Ganim Private Wealth4
Constitution Investment Advisory And Portfolio Management3
Cooper Financial Services, Inc.3
Wright Investors Service Inc.3
Cambridge Investment Research Advisors, Inc. news2
Kestra Advisory Services, LLC news2
Netherby Advisors LLC2
Osaic Wealth, Inc. news2
Strategic Advisers LLC2
Wright Private Asset Management LLC2
Affinity Financial Solutions, LLC1
Belpointe Asset Management LLC1
Equitable Advisors, LLC news1

Advisors in Shelton, A to Z

CFP advisors in Shelton →

Other cities in Connecticut

All of Connecticut →

Stamford 851Greenwich 629Westport 397Glastonbury 389West Hartford 353New Haven 277Fairfield 275Hartford 220Farmington 212Darien 137Windsor 132Guilford 103Madison 101Mystic 90Ridgefield 86Norwalk 82New Canaan 79Milford 73Southbury 73Danbury 71North Haven 69Hamden 62Wilton 59Avon 56

Questions

How many financial advisors are in Shelton, CT?

239 investment adviser representatives are registered at firm offices in Shelton, Connecticut, according to the SEC's Investment Adviser Public Disclosure records. 174 of them are also registered as broker representatives, and 39 list the CFP designation.

Which firm has the most financial advisors in Shelton?

MML Investors Services, LLC, with 81 registered advisors in Shelton, followed by LPL Enterprise, LLC with 29.

How do I check a financial advisor in Shelton?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.