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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

WRIGHT INVESTORS SERVICE INC

CRD 106302

SHELTON, CT

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Search this name across graphsid dfx:ria:fd29aa89-f6e2-4f8c-efad-2a583b12e2fd

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 2
On other graphs: 1
Observed: Mar 28, 2012 to Mar 16, 2026
31 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Wright Investors Service Inc

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.03 fund_share=0.0 institutional_share=0.29 related_bd=true related_bank=false bd_reps=3.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $690M
Private client RAUM: $35.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 3%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $242Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,171
Individual clients: 53
High net worth clients: 9
SEC number: 801-51257
CIK: 108572
CRD: 106302
Filings on the tape: 31
First filed: Mar 28, 2012
Latest filed: Mar 16, 2026
Organised: Corporation, CT
Website: wrightinvestors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK FRANCIS MOYHER	n/a	MILFORD, CT	30	42	n/a	yes
AMIT SHARADCHANDRA KHANDWALA	n/a	SHELTON, CT \| Shelton, CT	29	32	n/a	no
RICHARD PATRICK MCGUIRE	n/a	SHELTON, CT	14	24	n/a	yes
STEPHEN CLAY HOLMES	n/a	Highlands Ranch, CO	9	23	3	no
MANISH MAHESHWARI	Chartered Financial Analyst	SHELTON, CT	0	14	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLEMING, MICHAEL, J	CHIEF COMPLIANCE OFFICER	Na	yes	08/2018	Sep 5, 2018	Dec 3, 2024
KHANDWALA CAPITAL MANAGEMENT, INC.	Shareholder	E	yes	07/2018	Sep 5, 2018	Dec 3, 2024
KHANDWALA, AMIT, SHARADCHANDRA	Shareholder	E	yes	07/2018	Mar 28, 2012	Dec 3, 2024
KHANDWALA, AMIT, SHARADCHANDRA	CHAIRMAN, CEO AND CIO	Na	yes	07/2018	Mar 28, 2012	Dec 3, 2024
THE WINTHROP CORPORATION	SOLE SHAREHOLDER	E	yes	01/1996	Mar 28, 2012	Dec 3, 2024
VAN DAALEN, MELLO, ANTHONY EWOUD	PRESIDENT AND CIO OF GLOBAL FIXED INCOME	Na	yes	07/2018	Mar 28, 2012	Dec 3, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WRIGHT PRIVATE ASSET MANAGEMENT LLC	n/a	Mixed wealth	$74.1M	Y	yes	n/a
THE WINTHROP CORPORATION	n/a	No RAUM reported	$0	Y	yes	n/a
WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$1.2B	$690M	22	9	0	n/a	n/a
2024	Mar 17, 2025	$1.2B	$712M	24	10	0	n/a	n/a
2023	Mar 14, 2024	$1.3B	$749M	20	9	0	n/a	n/a
2022	Mar 7, 2023	$1.3B	$721M	18	7	0	n/a	n/a
2021	Mar 1, 2022	$1.4B	$811M	24	5	0	n/a	n/a
2020	Mar 17, 2021	$1.3B	$746M	18	4	0	n/a	n/a
2019	Mar 25, 2020	$1.2B	$684M	21	6	0	n/a	n/a
2018	Mar 14, 2019	$1.1B	$594M	22	5	1	n/a	n/a
2017	Mar 28, 2018	$1.3B	$713M	23	9	1	n/a	n/a
2016	Mar 31, 2017	$1.2B	$647M	30	16	n/a	n/a	n/a
2015	Mar 23, 2016	$1.4B	$851M	30	16	n/a	n/a	n/a
2014	Mar 16, 2015	$1.4B	$840M	37	17	n/a	n/a	n/a
2013	Mar 27, 2014	$1.4B	$896M	41	25	n/a	n/a	n/a
2012	Feb 6, 2013	$1.4B	$794M	36	23	n/a	n/a	n/a
2011	Mar 28, 2012	$1.5B	$849M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$1.2B	-2.4%	$1.3B	-2.3%	22	24	0	0

Relationships

Affiliated with (4)

← WRIGHT PRIVATE ASSET MANAGEMENT LLCRegistered adviserother investment adviser, control, common control
factForm ADV
→ THE WINTHROP CORPORATIONRegistered adviserother investment adviser, control, common control
factForm ADV
→ WRIGHT PRIVATE ASSET MANAGEMENT LLCRegistered adviserother investment adviser, control, common control
factForm ADV
← THE WINTHROP CORPORATIONRegistered adviserother investment adviser, control, common control
factForm ADV

Registered with (15)

← MANISH MAHESHWARIAdvisorregistration: current employment
Nov 3, 2025 to presentfactForm ADV
← STEPHEN CLAY HOLMESAdvisorregistration: current employment
Mar 30, 2017 to presentfactForm ADV
← RICHARD PATRICK MCGUIREAdvisorregistration: current employment
Jan 23, 2012 to presentfactForm ADV
← AMIT SHARADCHANDRA KHANDWALAAdvisorregistration: current employment
Feb 25, 1997 to presentfactForm ADV
← MARK FRANCIS MOYHERAdvisorregistration: current employment
Aug 16, 1996 to presentfactForm ADV
← STEPHEN RICHARD SOPERAdvisorregistration: previous registration
Feb 16, 2022 to Apr 6, 2023factForm ADV
← JOSEPH ANTHONY DIOGOSTINEAdvisorregistration: previous registration
Aug 21, 2006 to Feb 5, 2018factForm ADV
← Joseph DomatoAdvisorregistration: previous registration
Jun 23, 2016 to Aug 1, 2017factForm ADV
← EVELYN ELIZABETH BREENAdvisorregistration: previous registration
Sep 8, 2014 to Apr 25, 2016factForm ADV
← THEODORE SAMUEL ROMANAdvisorregistration: previous registration
May 8, 2012 to Feb 11, 2016factForm ADV
← Allison McAdamAdvisorregistration: previous registration
Jul 9, 2013 to Jul 29, 2014factForm ADV
← DIANE HELENA TIMPANYAdvisorregistration: previous registration
Jan 24, 2012 to Mar 19, 2014factForm ADV
← ALESSANDRO URBANIAdvisorregistration: previous registration
Apr 12, 1996 to Sep 2, 2009factForm ADV
← CHARLES THOMAS SIMKOAdvisorregistration: previous registration
Mar 21, 1997 to Sep 2, 2009factForm ADV
← STEPHEN ADAM BROWNAdvisorregistration: previous registration
Jul 26, 2000 to Mar 21, 2006factForm ADV

Controls (5)

← VAN DAALEN, MELLO, ANTHONY EWOUDOwnerPRESIDENT AND CIO OF GLOBAL FIXED INCOME, ownership code NA, individual
Mar 28, 2012 to Dec 3, 2024factForm ADV
← KHANDWALA, AMIT, SHARADCHANDRAOwnerSHAREHOLDER, ownership code E, individual
Mar 28, 2012 to Dec 3, 2024factForm ADV
← FLEMING, MICHAEL, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 5, 2018 to Dec 3, 2024factForm ADV
← KHANDWALA CAPITAL MANAGEMENT, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Sep 5, 2018 to Dec 3, 2024factForm ADV
← THE WINTHROP CORPORATIONOwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Mar 28, 2012 to Dec 3, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 6, 2023
Advisor changed firm
Stephen Richard Soper left Wright Investors Service Inc for Osaic Institutions, Inc. (registered 2023-07-11)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 16, 2026
date not stated
Mark Francis Moyher no longer holds an investment adviser registration (last listed at Wright Investors Service Inc on the 2026-09-15 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd29aa89-f6e2-4f8c-efad-2a583b12e2fd
First observed: Mar 28, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WRIGHT INVESTORS SERVICE INC

CRD 106302

SHELTON, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fd29aa89-f6e2-4f8c-efad-2a583b12e2fd

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK FRANCIS MOYHER

n/a

MILFORD, CT

n/a

yes

AMIT SHARADCHANDRA KHANDWALA

n/a

SHELTON, CT | Shelton, CT

n/a

RICHARD PATRICK MCGUIRE

n/a

SHELTON, CT

n/a

yes

STEPHEN CLAY HOLMES

n/a

Highlands Ranch, CO

MANISH MAHESHWARI

Chartered Financial Analyst

SHELTON, CT

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLEMING, MICHAEL, J

CHIEF COMPLIANCE OFFICER

yes

08/2018

Sep 5, 2018

Dec 3, 2024

KHANDWALA CAPITAL MANAGEMENT, INC.

Shareholder

yes

07/2018

Sep 5, 2018

Dec 3, 2024

KHANDWALA, AMIT, SHARADCHANDRA

Shareholder

yes

07/2018

Mar 28, 2012

Dec 3, 2024

KHANDWALA, AMIT, SHARADCHANDRA

CHAIRMAN, CEO AND CIO

yes

07/2018

Mar 28, 2012

Dec 3, 2024

THE WINTHROP CORPORATION

SOLE SHAREHOLDER

yes

01/1996

Mar 28, 2012

Dec 3, 2024

VAN DAALEN, MELLO, ANTHONY EWOUD

PRESIDENT AND CIO OF GLOBAL FIXED INCOME

yes

07/2018

Mar 28, 2012

Dec 3, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WRIGHT PRIVATE ASSET MANAGEMENT LLC

n/a

Mixed wealth

$74.1M

yes

n/a

THE WINTHROP CORPORATION

n/a

No RAUM reported

yes

n/a

WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$1.2B

$690M

n/a

2024

Mar 17, 2025

$1.2B

$712M

n/a

2023

Mar 14, 2024

$1.3B

$749M

n/a

2022

Mar 7, 2023

$1.3B

$721M

n/a

2021

Mar 1, 2022

$1.4B

$811M

n/a

2020

Mar 17, 2021

$1.3B

$746M

n/a

2019

Mar 25, 2020

$1.2B

$684M

n/a

2018

Mar 14, 2019

$1.1B

$594M

n/a

2017

Mar 28, 2018

$1.3B

$713M

n/a

2016

Mar 31, 2017

$1.2B

$647M

n/a

2015

Mar 23, 2016

$1.4B

$851M

n/a

2014

Mar 16, 2015

$1.4B

$840M

n/a

2013

Mar 27, 2014

$1.4B

$896M

n/a

2012

Feb 6, 2013

$1.4B

$794M

n/a

2011

Mar 28, 2012

$1.5B

$849M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

-2.4%

$1.3B

-2.3%