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Find The Best Financial Advisors in Glastonbury, Connecticut
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Glastonbury, Connecticut
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Glastonbury, Connecticut, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Glastonbury, Connecticut, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Glastonbury, Connecticut have an average of 30 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Glastonbury, Connecticut
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Top Financial Advisor Firms in Glastonbury, Connecticut (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| USI ADVISORS 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 6033 | 108113 | $32,076,079,040 | 1210 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| SYMMETRY PARTNERS 151 National Drive, Glastonbury, CT, 6033 | 120982 | $6,510,880,873 | 14653 | A Percentage of AUM, Other (FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA) |
| APELLA WEALTH 151 National Drive, Glastonbury, CT, 6033 | 171106 | $2,478,162,661 | 7259 | A Percentage of AUM, Other (FEE FOR FINANCIAL PLANNING SERVICES. FEES FOR TECHNOLOGY.) |
| ADVICEONE ADVISORY SERVICES, LLC 100 Western Boulevard, Glastonbury, CT, 6033 | 111614 | $1,147,578,487 | 4191 | A Percentage of AUM, Fixed Fees |
| ROSSMORE PRIVATE CAPITAL, LLC 628 Hebron Avenue, Suite 306 Glastonbury, CT, 6033 | 288453 | $1,028,976,521 | 742 | A Percentage of AUM, Fixed Fees, Other (FEES FOR TRUSTEE SERVICES ( A PERCENTAGE OF ASSETS UNDER TRUST)) |
| SMITH BROTHERS FINANCIAL, LLC 68 National Drive, Glastonbury, CT, 6033 | 322951 | $498,001,650 | 236 | A Percentage of AUM, Hourly charges, Fixed Fees |
| HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. 95 Glastonbury Blvd, Suite 102 Glastonbury, CT, 6033 | 125791 | $477,513,380 | 72 | A Percentage of AUM, Fixed Fees |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 300 Winding Brook Drive, Glastonbury, CT, 06033-4335 | 112243 | $388,650,226 | 1007 | A Percentage of AUM |
| MARK SHEPTOFF FINANCIAL PLANNING LLC 703 Hebron Ave 3rd Floor, Glastonbury, CT, 6033 | 108742 | $376,273,009 | 803 | A Percentage of AUM, Hourly charges |
| EMPOWER FINANCIAL ADVISORY, LLC 655 Winding Brook Drive, Glastonbury, CT, 6033 | 313968 | $340,387,350 | 1117 | A Percentage of AUM, Hourly charges, Fixed Fees |
| BRIGGS WEALTH MANAGEMENT, INC. 59 Sycamore Street, Glastonbury, CT, 6033 | 125518 | $195,111,638 | 636 | A Percentage of AUM, Hourly charges, Fixed Fees |
| USI SECURITIES, INC. 95 Glastonbury Blvd., Suite 102 Glastonbury, CT, 6033 | 43793 | $0 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (BUNDLED CONSULTING AND ADVISORY FEES) |
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