USI ADVISORS
Glastonbury, CT
AUM
$56.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
860-633-5283
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CT, GLASTONBURY
8 advisers found
SYMMETRY PARTNERS
Glastonbury, CT
AUM
$4.73B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
860-734-2000
ROSSMORE PRIVATE CAPITAL, LLC
Glastonbury, CT
AUM
$1.92B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
860-200-6079
SMITH BROTHERS FINANCIAL, LLC
Glastonbury, CT
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(800) 426-6946
GREENSLEDGE ASSET MANAGEMENT LLC
Glastonbury, CT
AUM
$592.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
860-256-4952
MARK SHEPTOFF FINANCIAL PLANNING LLC
Glastonbury, CT
AUM
$466.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
860-734-1090
ALPHA CAPITAL RESEARCH, LLC
Glastonbury, CT
AUM
$42.9M
Institutional
Team
1 advisors
Clients
—
Fees
Fixed fees
8606592363
Full profileNo website
GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC
Glastonbury, CT
AUM
$32.3M
Wealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
860-659-0357
Full profileNo website