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Fidelon
← All firms
Market Standing · 2026
The most transparent firms in Waterbury-Shelton.
28 scored firmsTop 3 recognizedfidelon.com/markets/waterbury-shelton-ct
1IA-only—93Arank within Top 3; below the 80 standard
2
Sumus Financial
CRD 340066
IA-only—90Arank within Top 3; below the 80 standard
3IA-only$2.4M88.1ARecognized · Top 3
4IA-only$239M87.5B+—
5IA-only$1.2B87B+—
6
The Winthrop
CRD 105273
IA-only—86.8B+—
8IA-only$116M85.8B+—
9
Beirne.
CRD 167103
IA-only$2.3B85.8B+—
10IA-only$215M83.7B+—
11BD-only—83.5B+—
12IA-only—83B+—
13
Newday
CRD 174758
IA-only$6.5M82.6B+—
14IA-only$74.1M80.7B+—
15
Myfinancialpro
CRD 136724
IA-only$58.4M80.6B+—
16IA-only$930M80.6B+—
17IA-only$8.8M80.2B+—
18IA-only$184M79.2B—
19IA-only$7.8M78.8B—
20
Procyon
CRD 288239
IA-only$9.2B77.8B—
21IA-only$694M77.5B—
22IA-only—77.5B—
23BD-only—77.3B—
24IA-only$151M73.3B—
25IA-only$298M72.4B—
Recognized firms carry the Fidelon market badge and are eligible for the annual plaque. Rankings move with the monthly rescore cycle — a badge that stops being true retires itself.

Rankings are computed by Fidelon — an independent transparency platform — from public regulatory filings, refreshed monthly. No firm pays for placement, and no firm can edit its score. Recognition requires a composite of 80 or higher regardless of rank.