Asset manager · Shelton, CT
Wright Investors Service Inc
SEC-registered investment adviser · CRD 106302 · SEC 801-51257
At a glance
Wright Investors Service Inc is an SEC-registered investment adviser based in Shelton, Connecticut, with $1.2 billion in regulatory assets under management as of its Form ADV filed March 16, 2026. Its largest client group by assets is banking or thrift institutions, and it reports 62 individual clients. By Form ADV it is a asset manager, ranked 1,266th of 3,218 asset managers and 4,844th of 17,210 SEC-registered advisers by assets.
Main office 203-783-4400wisi.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.2B
- Rank among asset managers
- #1,266 of 3,218
- Rank among all SEC RIAs
- #4,844 of 17,210
- Rank in Connecticut
- #200 of 507
- Individual clients
- 62
- High-net-worth clients
- 9
- Accounts
- 1,171
- Discretionary
- 57% of AUM
- Employees
- 22
- Advisory staff
- 9
- Offices
- 1
Owners and executives on its Form ADV
- Amit S. KhandwalaChairman, CEO and CIO
- Michael J FlemingChief Compliance Officer
- Manish MaheshwariPresident and Co-Cio
Custody and brokerage
2 custodians
- Mercantile Bank$169M54%
- Wilmington Trust$146M46%
Broker-dealer
Hybrid RIA
Wright Investors Service Inc is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Wright Investors' Service Distributors, Inc..
- Wright Investors' Service Distributors, Inc. ↗CRD 13645
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, February 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Banking or thrift institutions | 15 | $762M | 63% |
| Pension and profit sharing plans | 8 | $215M | 18% |
| State or municipal government entities | 5 | $98M | 8% |
| Other | – | $59M | 5% |
| Charitable organizations | – | $37M | 3% |
| Individuals | 53 | $24M | 2% |
| High-net-worth individuals | 9 | $12M | 1% |
| Corporations or other businesses | – | $2M | <1% |
Disciplinary disclosures
Wright Investors Service Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Periodicals or newsletters
How it’s paid
- A percentage of assets under management
- Subscription fees
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗wisi.com ↗
AtlasMembers
The full record on Wright Investors Service Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 973 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Wright Investors Service Inc manage?
Wright Investors Service Inc reports $1.2 billion in regulatory assets under management across 1,171 accounts, 57% of it on a discretionary basis, on its Form ADV filed March 16, 2026.
What kind of firm is Wright Investors Service Inc?
Wright Investors Service Inc is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Wright Investors Service Inc’s clients?
By assets, its largest client types are banking or thrift institutions ($762 million, 15 clients); pension and profit sharing plans ($215 million, 8 clients); state or municipal government entities ($98 million, 5 clients).
Does Wright Investors Service Inc have any disciplinary history?
Wright Investors Service Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Wright Investors Service Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →