SourcingSourcing

WRIGHT INVESTORS SERVICE INC

C35
CRD 106302·SEC 801-51257·SHELTON, CT
AUM
$1.21B
$1B+
Est. Revenue
$12.1M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$29.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WRIGHT INVESTORS SERVICE INC
CRD
106302
SEC file #
801-51257
EIN
006070097
DBA names
—

Economics

AUM
$1.21B
AUM band
$1B+
AUM trajectory
'20'26
$1.10B → $1.21B▲ +10%
Client mix
Individuals Other53
Banking Institutions15
Individuals High Net Worth9
Pension Profit Sharing Plans8
State Or Municipal Govt5

Operations

Employees (total)
22
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
5 advisors → 9 advisors▲ +80%
Primary office
SHELTON CT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisersPublication of periodicals
Fee basis
% of AUMSubscription feesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
wrightinvestors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE WINTHROP CORPORATION
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
THE WINTHROP CORPORATION
FLEMING, MICHAEL, J
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WRIGHTINVESTORS.COM
Rdap Domain Creation Date
1997-02-24T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
206,520
Form 5500 Compensation Trajectory 3y
2025206,520
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
206,520
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0000108572
Edgar Registered
Yes
Edgar Filing Count
114
Edgar First Filing Date
1999-05-13
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
112
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001062993-26-002198

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2 CORPORATE DRIVE, SUITE 770SHELTON, CT 06484
Business
2 CORPORATE DRIVE, SUITE 770SHELTON, CT 06484
Edgar EIN
006070097
Edgar Recent Filings
13F-HR2026-04-29 · 0001062993-26-002198
13F-HR2026-01-26 · 0001062993-26-000423
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-25T05:00:00Z
Rdap Domain Last Changed
2026-05-15T10:02:53Z
Rdap Nameservers
Ns-1506.awsdns-60.orgNs-1711.awsdns-21.co.ukNs-69.awsdns-08.comNs-872.awsdns-45.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (7)

7
KHANDWALA, AMIT, SHARADCHANDRA
IAR · Executive Officer · 2.5%
2794288
MAHESHWARI, MANISH
IAR · Executive Officer · 2.5%
5904328
FLEMING, MICHAEL, J
Executive Officer · 2.5%
6890332
MARK FRANCIS MOYHER
IAR
2739419
JAMES CHRISTOPHER TREAT
IAR
4846510
RICHARD PATRICK MCGUIRE
IAR
1083487
STEPHEN CLAY HOLMES
IAR
824098