Wright Investors Service Inc.

Wright Investors Service Inc. (CRD# 106302) is a financial advisory firm headquartered in Greenwich, CT. They manage $1,428,917,526 in 1,685 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,429
    MILLION
  • Total Number of Accounts
    1,685
    ACCOUNTS
  • Average Account Value
    $848,022
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, FL, GA, IL, IN, MA, NJ, NY, PA, TN, TX

Financial Advisors at Wright Investors Service Inc.
Showing 1 - 10 of 16 top financial advisors.
1
John F. Connolly
CRD#: 2489009
177 West Putnam Avenue, Greenwich, CT 06830
96
Wealthminder
score

John Connolly (CRD# 2489009) is an Investment Advisor Representative working at Wright Investors Service Inc. in Greenwich, CT and has over 23 years of experience in the finance industry.

2
Peter M. Donovan
CRD#: 1134808
440 Wheelers Farms Road, Milford, CT 06460
96
Wealthminder
score

Peter Donovan (CRD# 1134808) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 21 years of experience in the finance industry.

3
Mello A. Vandaalen
CRD#: 1456340
440 Wheelers Farms Road, Milford, CT 06460
96
Wealthminder
score

Mello Vandaalen (CRD# 1456340) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 31 years of experience in the finance industry.

4
James R. Ash
CRD#: 824879
177 West Putnam Avenue, Greenwich, CT 06830
93
Wealthminder
score

James Ash (CRD# 824879) is an Investment Advisor Representative working at Wright Investors Service Inc. in Greenwich, CT and has over 36 years of experience in the finance industry.

5
Joseph A. Diogostine
CRD#: 5122164
177 West Putnam Avenue, Greenwich, CT 06830
93
Wealthminder
score

Joseph Diogostine (CRD# 5122164) is an Investment Advisor Representative working at Wright Investors Service Inc. in Greenwich, CT and has over 11 years of experience in the finance industry.

6
Amit S. Khandwala
CRD#: 2794288
440 Wheelers Farms Road, Milford, CT 06460
93
Wealthminder
score

Amit Khandwala (CRD# 2794288) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 21 years of experience in the finance industry.

7
Donald R. Kunze
CRD#: 2563962
440 Wheelers Farms Road, Milford, CT 06460
93
Wealthminder
score

Donald Kunze (CRD# 2563962) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 23 years of experience in the finance industry.

8
Gina Liburdi
CRD#: 2903743
440 Wheelers Farms Road, Milford, CT 06460
93
Wealthminder
score

Gina Liburdi (CRD# 2903743) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 20 years of experience in the finance industry.

9
Roger F. Maude
CRD#: 2239472
177 West Putnam Avenue, Greenwich, CT 06830
93
Wealthminder
score

Roger Maude (CRD# 2239472) is an Investment Advisor Representative working at Wright Investors Service Inc. in Greenwich, CT and has over 20 years of experience in the finance industry.

10
Jatin Mehta
CRD#: 2748546
440 Wheelers Farms Road, Milford, CT 06460
93
Wealthminder
score

Jatin Mehta (CRD# 2748546) is an Investment Advisor Representative working at Wright Investors Service Inc. in Milford, CT and has over 21 years of experience in the finance industry.

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