How many financial advisors are in Glastonbury, Connecticut?

Falists lists 20 registered investment advisers with a principal office or filing address in Glastonbury, Connecticut, based on public SEC IAPD data.

How do financial advisors in Glastonbury charge fees?

Fee structures vary by firm. In Glastonbury, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Glastonbury?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Connecticut · 20 advisers

Financial Advisors in Glastonbury, Connecticut

Looking for a financial advisor in Glastonbury, Connecticut? Falists indexes 20 SEC-registered and state-registered investment advisers in Glastonbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $56.28B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$56.28B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth16 Planning10 Trusts13 Retirement8 Institutional8

Top advisors in Glastonbury

Ranked by AUM · Fees, team & specialties at a glance

View all 20 →

USI ADVISORS

Glastonbury, CT

AUM

$56.28B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

48 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

860-633-5283

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

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

Full profile Visit site →

JK PRIVATE WEALTH, LLC

Glastonbury, CT

AUM

$156.4M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

860-781-8341

Full profile Visit site →

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

Full profile Visit site →

BLACK SWAN WEALTH MANAGEMENT

Glastonbury, CT

AUM

—

Team

2 advisors

Clients

—

Fees

SELECTION OF OTHER ADVISERS FEES

978-314-7926

Full profile Visit site →

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

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

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

Fees

Percentage of AUM

860-734-2076

Full profileNo website

USI SECURITIES, INC.

Glastonbury, CT

AUM

—

RetirementFee-Only/Hourly

Team

24 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

860-652-3239

Full profileNo website

More cities in Connecticut

Greenwich (213)Stamford (164)Westport (77)Darien (40)Norwalk (24)Hartford (22)Shelton (19)Old Greenwich (18)New Canaan (17)Farmington (13)New Haven (13)West Hartford (13)

Common questions

How many financial advisors are in Glastonbury, Connecticut?: 20 registered investment advisers are listed in our Glastonbury directory, sourced from public SEC filings.
What types of advisors are in Glastonbury?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Glastonbury?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.