Financial advisers in Glastonbury, CT

13 registered investment adviser firms in Glastonbury managing $68.6B in assets, based on public SEC Form ADV filings.

Usi Advisors

Glastonbury, CT · Est. 1999

National

Fee-based

AUM: $56.3B
Per adviser: $1.2B
Advisers: 48

No reported disclosures

Symmetry Partners

Glastonbury, CT · Est. 2002

Regional

Fee-only

AUM: $4.7B
Per adviser: $946M
Advisers: 5

No reported disclosures

Adviceone Advisory Services, LLC

Glastonbury, CT · Est. 2003

Regional

Fee-based

AUM: $2.0B
Per adviser: $146M
Advisers: 14

No reported disclosures

Rossmore Private Capital, LLC

Glastonbury, CT · Est. 2017

LocalInternational

Fee-based

AUM: $1.9B
Per adviser: $275M
Advisers: 7

No reported disclosures

Smith Brothers Financial, LLC

Glastonbury, CT · Est. 2022

Local

Fee-based

AUM: $1.1B
Per adviser: $186M
Advisers: 6

No reported disclosures

Empower Financial Advisory, LLC

Glastonbury, CT · Est. 2021

Local

Fee-based

AUM: $636M
Per adviser: $159M
Advisers: 4

No reported disclosures

Greensledge Asset Management LLC

Glastonbury, CT · Est. 2022

RegionalInternational

Fee-based

AUM: $593M
Per adviser: $198M
Advisers: 3

No reported disclosures

Mark Sheptoff Financial Planning LLC

Glastonbury, CT · Est. 2000

Local

Fee-only

AUM: $467M
Per adviser: $467M
Advisers: 1

No reported disclosures

Briggs Wealth Management, INC.

Glastonbury, CT · Est. 2006

Local

Fee-based

AUM: $362M
Per adviser: $181M
Advisers: 2

No reported disclosures

Somnio Financial Group, LLC

Glastonbury, CT · Est. 2024

Local

Fee-based

AUM: $168M
Per adviser: $84M
Advisers: 2

No reported disclosures

Jk Private Wealth, LLC

Glastonbury, CT · Est. 2024

Local

Fee-only

AUM: $156M
Per adviser: $156M
Advisers: 1

No reported disclosures

Top Private Wealth

Glastonbury, CT · Est. 2026

Local

Fee-based

AUM: $106M
Per adviser: $53M
Advisers: 2

No reported disclosures

Usi Securities, INC.

Glastonbury, CT · Est. 1999

National

Fee-based

AUM: —
Per adviser: —
Advisers: 24

No reported disclosures