WRIGHT INVESTORS SERVICE INC
CRD #106302 SEC #801-51257 SHELTON, CT 203-783-4400
SEC Registered
Total AUM
$1.2B
Discretionary
$712.2M
Employees
23
Clients
0
Accounts
1,286
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.2B | $712.2M | $525.8M | 23 | 0 |
| Aug 2025 | $1.2B | $712.2M | $525.8M | 23 | 0 |
| Jun 2025 | $1.2B | $712.2M | $525.8M | 23 | 0 |
| Mar 2025 | $1.2B | $712.2M | $525.8M | 24 | 0 |
| Mar 2025 | $1.2B | $712.2M | $525.8M | 24 | 0 |
| Dec 2024 | $1.3B | $748.9M | $543.6M | 20 | 0 |
| Mar 2024 | $1.3B | $748.9M | $543.6M | 20 | 0 |
| Nov 2023 | $1.3B | $720.6M | $574.6M | 18 | 0 |
| Mar 2023 | $1.3B | $720.6M | $574.6M | 18 | 0 |
| Nov 2022 | $1.4B | $811.2M | $593.6M | 24 | 0 |
| Mar 2022 | $1.4B | $811.2M | $593.6M | 24 | 0 |
| Dec 2021 | $1.3B | $745.8M | $531.6M | 18 | 0 |
| Mar 2021 | $1.3B | $745.8M | $531.6M | 18 | 0 |
| Dec 2020 | $1.2B | $683.9M | $555.3M | 21 | 0 |
| Jun 2020 | $1.2B | $683.9M | $555.3M | 21 | 0 |
| Apr 2020 | $1.2B | $683.9M | $555.3M | 21 | 0 |
| Mar 2020 | $1.2B | $683.9M | $555.3M | 21 | 0 |
| Dec 2019 | $1.1B | $594.3M | $505.2M | 22 | 0 |
| Sep 2019 | $1.1B | $594.3M | $505.2M | 22 | 0 |
| Mar 2019 | $1.1B | $594.3M | $505.2M | 22 | 0 |
| Dec 2018 | $1.3B | $712.8M | $593.8M | 23 | 0 |
| Sep 2018 | $1.3B | $712.8M | $593.8M | 23 | 0 |
| Mar 2018 | $1.3B | $712.8M | $593.8M | 23 | 0 |
| Mar 2017 | $1.2B | $647.2M | $594.1M | 30 | 100 |
| Mar 2016 | $1.4B | $851.1M | $577.8M | 30 | 200 |
| Jan 2016 | $1.4B | $840.2M | $582.4M | 37 | 200 |
| Mar 2015 | $1.4B | $840.2M | $582.4M | 37 | 200 |
| Mar 2014 | $1.4B | $896.3M | $463.4M | 41 | 200 |
| Feb 2013 | $1.4B | $793.6M | $628.9M | 36 | 200 |
| Feb 2013 | $1.4B | $793.6M | $628.9M | 36 | 200 |
| Mar 2012 | $1.5B | $849.1M | $669M | 11 | 200 |
| Mar 2008 | $2.5B | $1.3B | $1.2B | -- | -- |
| Mar 2007 | $2.3B | $1.3B | $1.1B | -- | -- |
| Mar 2004 | $2.3B | $1.7B | $610.3M | -- | -- |
| Mar 2002 | $3.2B | $2.2B | $989.2M | 51 | -- |
| Jul 2001 | $3.6B | $2.6B | $1B | 51 | -- |
DateOct 2025
Total AUM$1.2B
Discretionary$712.2M
Non-Disc.$525.8M
Employees23
Clients0
DateAug 2025
Total AUM$1.2B
Discretionary$712.2M
Non-Disc.$525.8M
Employees23
Clients0
DateJun 2025
Total AUM$1.2B
Discretionary$712.2M
Non-Disc.$525.8M
Employees23
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$712.2M
Non-Disc.$525.8M
Employees24
Clients0
DateMar 2025
Total AUM$1.2B
Discretionary$712.2M
Non-Disc.$525.8M
Employees24
Clients0
DateDec 2024
Total AUM$1.3B
Discretionary$748.9M
Non-Disc.$543.6M
Employees20
Clients0
DateMar 2024
Total AUM$1.3B
Discretionary$748.9M
Non-Disc.$543.6M
Employees20
Clients0
DateNov 2023
Total AUM$1.3B
Discretionary$720.6M
Non-Disc.$574.6M
Employees18
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$720.6M
Non-Disc.$574.6M
Employees18
Clients0
DateNov 2022
Total AUM$1.4B
Discretionary$811.2M
Non-Disc.$593.6M
Employees24
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$811.2M
Non-Disc.$593.6M
Employees24
Clients0
DateDec 2021
Total AUM$1.3B
Discretionary$745.8M
Non-Disc.$531.6M
Employees18
Clients0
DateMar 2021
Total AUM$1.3B
Discretionary$745.8M
Non-Disc.$531.6M
Employees18
Clients0
DateDec 2020
Total AUM$1.2B
Discretionary$683.9M
Non-Disc.$555.3M
Employees21
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$683.9M
Non-Disc.$555.3M
Employees21
Clients0
DateApr 2020
Total AUM$1.2B
Discretionary$683.9M
Non-Disc.$555.3M
Employees21
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$683.9M
Non-Disc.$555.3M
Employees21
Clients0
DateDec 2019
Total AUM$1.1B
Discretionary$594.3M
Non-Disc.$505.2M
Employees22
Clients0
DateSep 2019
Total AUM$1.1B
Discretionary$594.3M
Non-Disc.$505.2M
Employees22
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$594.3M
Non-Disc.$505.2M
Employees22
Clients0
DateDec 2018
Total AUM$1.3B
Discretionary$712.8M
Non-Disc.$593.8M
Employees23
Clients0
DateSep 2018
Total AUM$1.3B
Discretionary$712.8M
Non-Disc.$593.8M
Employees23
Clients0
DateMar 2018
Total AUM$1.3B
Discretionary$712.8M
Non-Disc.$593.8M
Employees23
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$647.2M
Non-Disc.$594.1M
Employees30
Clients100
DateMar 2016
Total AUM$1.4B
Discretionary$851.1M
Non-Disc.$577.8M
Employees30
Clients200
DateJan 2016
Total AUM$1.4B
Discretionary$840.2M
Non-Disc.$582.4M
Employees37
Clients200
DateMar 2015
Total AUM$1.4B
Discretionary$840.2M
Non-Disc.$582.4M
Employees37
Clients200
DateMar 2014
Total AUM$1.4B
Discretionary$896.3M
Non-Disc.$463.4M
Employees41
Clients200
DateFeb 2013
Total AUM$1.4B
Discretionary$793.6M
Non-Disc.$628.9M
Employees36
Clients200
DateFeb 2013
Total AUM$1.4B
Discretionary$793.6M
Non-Disc.$628.9M
Employees36
Clients200
DateMar 2012
Total AUM$1.5B
Discretionary$849.1M
Non-Disc.$669M
Employees11
Clients200
DateMar 2008
Total AUM$2.5B
Discretionary$1.3B
Non-Disc.$1.2B
Employees--
Clients--
DateMar 2007
Total AUM$2.3B
Discretionary$1.3B
Non-Disc.$1.1B
Employees--
Clients--
DateMar 2004
Total AUM$2.3B
Discretionary$1.7B
Non-Disc.$610.3M
Employees--
Clients--
DateMar 2002
Total AUM$3.2B
Discretionary$2.2B
Non-Disc.$989.2M
Employees51
Clients--
DateJul 2001
Total AUM$3.6B
Discretionary$2.6B
Non-Disc.$1B
Employees51
Clients--