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.
20 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
ADVICEONE ADVISORY SERVICES, LLC
Glastonbury, CT
AUM
$2.05B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
860-659-4900
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
EMPOWER FINANCIAL ADVISORY, LLC
Glastonbury, CT
AUM
$635.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(860) 494-2600
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
BRIGGS WEALTH MANAGEMENT, INC.
Glastonbury, CT
AUM
$362.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
860-633-8988
SOMNIO FINANCIAL GROUP, LLC
Glastonbury, CT
AUM
$168.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
860-430-5500
JK PRIVATE WEALTH, LLC
Glastonbury, CT
AUM
$156.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
860-781-8341
FINANCIAL RESOURCES GROUP, LLC
Glastonbury, CT
AUM
$89.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
860-657-8380
BLACK SWAN WEALTH MANAGEMENT
Glastonbury, CT
AUM
—
Team
2 advisors
Clients
—
Fees
SELECTION OF OTHER ADVISERS FEES
978-314-7926
TOP PRIVATE WEALTH
Glastonbury, CT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
860-790-7992
Full profileNo website
ALPHA CAPITAL RESEARCH, LLC
Glastonbury, CT
AUM
$42.9M
Institutional
Team
1 advisors
Clients
—
Fees
Fixed fees
8606592363
Full profileNo website
BUELL INVESTMENT ADVISORS
Glastonbury, CT
AUM
$35.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8606571700
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
ANTHEM ASSET MANAGEMENT
Glastonbury, CT
AUM
$10.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
860-305-5468
Full profileNo website
ARTURA WEALTH, LLC
Glastonbury, CT
AUM
—
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
860-734-2076
Full profileNo website
USI SECURITIES, INC.
Glastonbury, CT
AUM
—
RetirementFee-Only/Hourly
Team
24 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
860-652-3239
Full profileNo website