# Wright Investors Service Inc

> Wright Investors Service Inc is an SEC-registered investment advisory firm in Shelton, CT, registered since 1996, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 106302
- Filed as: WRIGHT INVESTORS SERVICE INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Shelton, CT
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106302
- AdvisorCensus page: https://advisorcensus.com/firm/wright-investors-service-inc-shelton-ct-106302

## Quick answers

**How is Wright Investors Service Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Wright Investors Service Inc reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical); fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wright Investors Service Inc located?**
Wright Investors Service Inc's principal office is in Shelton, CT, according to its Form ADV.

**Is Wright Investors Service Inc registered with the SEC or a state?**
Wright Investors Service Inc is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106302.

**How much does Wright Investors Service Inc manage?**
Wright Investors Service Inc reports $1,207,927,898 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (57% discretionary).

**How have Wright Investors Service Inc's assets and staff changed since 2021?**
In the Form ADV data for Wright Investors Service Inc: Regulatory assets under management: $1,277,478,858 in the October 2021 data and $1,207,927,898 in the October 2026 data, down 5%. Total employees: 18 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wright Investors Service Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (53); banking or thrift institutions (15); high net worth individuals (9).

**Which custodians does Wright Investors Service Inc use?**
Wright Investors Service Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Mercantile Bank and Wilmington Trust as custodians holding 10% or more of its separately managed account assets.

**Does Wright Investors Service Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106302

**What changed in Wright Investors Service Inc's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in NH, NJ, PA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Mercantile Bank
- Wilmington Trust

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,207,927,898
- Discretionary: $690,158,944
- Non-discretionary: $517,768,954

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $23,600,082 |
| High net worth individuals | 9 | $12,230,168 |
| Banking or thrift institutions | 15 | $762,269,445 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 8 | $214,968,548 |
| Charitable organizations | Fewer than 5 | $36,515,044 |
| State or municipal government entities (including government pension plans) | 5 | $97,627,053 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,030,356 |
| Other | Fewer than 5 | $58,687,202 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1996 (30 years)
- Employees: 22 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CT, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wisi.com](https://wisi.com)
- [wrightinvestors.com](https://wrightinvestors.com)
- [wrightinvestorsservice.com](https://wrightinvestorsservice.com)
- LinkedIn @wright-investors'​-service

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,277,478,858 | 18 | March 17, 2021 |
| October 2022 | $1,404,826,588 | 24 | March 1, 2022 |
| October 2023 | $1,295,137,791 | 18 | March 7, 2023 |
| October 2024 | $1,292,546,493 | 20 | March 14, 2024 |
| October 2025 | $1,237,999,777 | 23 | June 2, 2025 |
| October 2026 | $1,207,927,898 | 22 | March 16, 2026 |

Regulatory assets under management: $1,277,478,858 in the October 2021 data and $1,207,927,898 in the October 2026 data, down 5%.
Total employees: 18 in October 2021 and 22 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in NH, NJ, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wright Investors Service Inc (CRD 106302): Form ADV filing data as of October 2026.