RIA Intel›Advisers›Connecticut›WRIGHT INVESTORS SERVICE INC

WRIGHT INVESTORS SERVICE INC

Advisory

N·SHELTON, CT

Data as of Mar 16, 2026 · Source: SEC Form ADV

Total AUM

$1.2B

1-Year AUM Growth

-0.2%

3-Year CAGR

+0.4%

Employees

9

Assets Under Management

Total AUM$1.2B

Discretionary AUM$690M

Non-Discretionary AUM$518M

Discretionary %57.1%

Total Clients79

Team

Total Employees9

Investment Advisers22

Employee Growth (1Y)+28.6%

Filing History

Total Filings on Record43

First FilingMar 2, 2001

Latest FilingMar 16, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WRIGHT INVESTORS SERVICE INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.