Alaris

Procyon

Shelton, CT

Website:

https://procyon.net/

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Shelton, CT

Website:

https://procyon.net/

Leadership Interview

Company Details

Approximate AUM

$9,000,000,000

Fee model

Fee Only Flexible

Number of employees

Custodians

Fidelity - IWS

Schwab

Other

Description

Procyon Partners was founded in 2017 by a team of advisors whose roots trace back to 1997, built on a shared conviction that clients deserve objective, fiduciary-first wealth management free from the conflicts common in the broader industry. Named after the navigational star that has guided sailors for millennia, Procyon reflects the firm's core purpose: helping clients chart a clear course through financial complexity toward their distinct goals. The firm puts its fiduciary commitment in writing, working exclusively in clients' best interests across a comprehensive suite of services spanning private wealth management, family office services, institutional and retirement plan advisory, tax and accounting, and risk management. Since its founding, Procyon has grown steadily through both organic expansion and strategic acquisitions, continuously adding specialized capabilities and talent to better serve its clientele. In 2025, the firm received a strategic minority investment from Constellation Wealth Capital and further expanded through two acquisitions. Today, Procyon manages nearly $9 billion in AUM for 500+ families and institutions, and has earned recognition from Forbes, Barron's, and SHOOK Research as one of the country's top and fastest-growing RIA firms.

Locations

8161 Maple Lawn Blvd Fulton MD 20759

6898 Lebanon Rd Ste 101 Frisco TX 75034

655 Winding Brook Dr Ste 2030 Glastonbury CT 6033

607 E 2nd Ave Ste 100 Flint MI 48502

6 Stone St Fl 4 New York NY 10004

1 Corporate Dr Ste 225 Shelton CT 6484

534 Broadhollow Rd Ste 300 Melville NY 11747

3127 Davenport Ave Ste B Saginaw MI 48602

38705 7 Mile Rd Ste 155 Livonia MI 48152

225 Broadhollow Rd Ste 400E Melville NY 11747

575 5th Ave Fl 14 New York NY 10017

Services Offered

Financial Planning

Portfolio Management

Executive Compensation Planning

Estate Planning

Tax Planning

Family Office Services

Employee Benefits

Retirement / Income Planning

Exit Planning / Investment Banking Services

Recent News

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video Overview

Getting started

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management