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WRIGHT INVESTORS SERVICE INC
CRD 106302File 801-51257
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.21B
Above cohort median (national)
Discretionary AUM
$690.2M
Non-discretionary $517.8M
Clients
90
1,171 accounts
Employees
22
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 23, 1996
- Principal office
- 2 CORPORATE DRIVE, SUITE 770, SHELTON, CT, 06484
- Phone
- 203-783-4400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.21B
- Discretionary AUM
- $690.2M
- Non-discretionary AUM
- $517.8M
- Discretionary accounts
- 371
- Non-discretionary accounts
- 800
- Total accounts
- 1,171
- AUM per client
- $13.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| Charitable organizations | Fewer than 5 | $36.5M |
| High net worth individuals | 9 | $12.2M |
| Banking or thrift institutions | 15 | $762.3M |
| Pension and profit sharing plans | 8 | $215.0M |
| State or municipal government entities | 5 | $97.6M |
| Individuals (other than high net worth individuals) | 53 | $23.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 22 | decreased by1 |
| Apr 1, 2026 | Clients | 79 | 90 | increased by11 |
| Apr 1, 2026 | AUM | $1,237,999,777 | $1,207,927,898 | decreased by$30,071,879 |
| Apr 1, 2026 | Accounts | 1,286 | 1,171 | decreased by115 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 24 | 23 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 114 | 79 | decreased by35 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,404,826,588 | $1,237,999,777 | decreased by$166,826,811 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,363 | 1,286 | decreased by77 |
| Apr 1, 2022 | Employees | 18 | 24 | increased by6 |
| Apr 1, 2022 | Clients | 106 | 114 | increased by8 |
| Apr 1, 2022 | AUM | $1,277,478,858 | $1,404,826,588 | increased by$127,347,730 |
| Apr 1, 2022 | Accounts | 1,263 | 1,363 | increased by100 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WRIGHT INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WRIGHT INVESTORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.