RIA Intel›Advisers›Connecticut›SHEARMAN, RALSTON INC.

SHEARMAN, RALSTON INC.

Advisory

GREENWICH, CT

Data as of Feb 6, 2026 · Source: SEC Form ADV

Rank in CT

#893

of 1,312 advisers by AUM

Average account

$2M

across 42 accounts

AUM per adviser

$98M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$98M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$98M

Discretionary AUM$24M

Non-Discretionary AUM$73M

Discretionary %24.8%

Total Clients20

Team

Total Employees4

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InCT, GA, LA, NY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

20 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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