Top Financial Advisors in Glastonbury, Connecticut
Finding the right financial advisor in Glastonbury is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Glastonbury, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Glastonbury, CT.
Find the Best Financial Advisor Firms in Glastonbury:
APELLA CAPITAL
CRD#: 171106
Address: 151 National Drive, Glastonbury, CT 06033
Clients: 1,929
Average Clients per Advisor: 64
AUM: $ 2.5B
ADVICEONE ADVISORY SERVICES, LLC
CRD#: 111614
Address: 100 Western Boulevard, Glastonbury, CT 06033
Clients: 791
Average Clients per Advisor: 52
AUM: $ 1.1B
ROSSMORE PRIVATE CAPITAL, LLC
CRD#: 288453
Address: 628 Hebron Avenue Suite 306, Glastonbury, CT 06033
Clients: 53
Average Clients per Advisor: 10
AUM: $ 1.0B
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
CRD#: 112243
Address: 300 Winding Brook Drive, Glastonbury, CT 06033-4335
Clients: 203
Average Clients per Advisor: 67
AUM: $ 389M
MARK SHEPTOFF FINANCIAL PLANNING LLC
CRD#: 108742
Address: 703 Hebron Ave 3rd Floor, Glastonbury, CT 06033
Clients: 137
Average Clients per Advisor: 137
AUM: $ 376M
EMPOWER FINANCIAL ADVISORY, LLC
CRD#: 313968
Address: 655 Winding Brook Drive, Glastonbury, CT 06033
Clients: 184
Average Clients per Advisor: 46
AUM: $ 340M
How We Chose the Top Financial Advisors in Glastonbury, Connecticut
To create this list of top financial advisor firms in Glastonbury, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Glastonbury has to offer.
Search Financial Advisors in Glastonbury, Connecticut
David Russell Adams
Registered Affiliation(s):MORGAN STANLEY
Margaret Mary Esposito
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mark Ronald Franco
Registered Affiliation(s):LPL FINANCIAL LLC
John Thomas Harten
Registered Affiliation(s):LPL FINANCIAL LLC
David Joseph Mozeleski
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Scott Edward Fluet
Registered Affiliation(s):SECURITIES AMERICA ADVISORS, INC.
Geoffrey L Fiszel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Denise L Stratton
Registered Affiliation(s):USI SECURITIES, INC.
Jason Patrick Timko
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Brendan Joseph Donahue
Registered Affiliation(s):SOVEREIGN FINANCIAL SERVICES
Srikumar Ramanan
Registered Affiliation(s):MORGAN STANLEY
Damon Paul Delmonte
Registered Affiliation(s):KEEFE, BRUYETTE & WOODS, INC.
Paula Granit
Registered Affiliation(s):PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
Michael David Raymond
Registered Affiliation(s):LINCOLN FINANCIAL DISTRIBUTORS, INC.
Michael Patrick O'sullivan
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Dahmen M Lariviere
Registered Affiliation(s):HARVEST FINANCIAL CORPORATION
William Benjamin Moorcroft
Registered Affiliation(s):GLOBAL ATLANTIC DISTRIBUTORS, LLC
Patricia Ann Dirksen
Registered Affiliation(s):EMPOWER FINANCIAL SERVICES, INC.
Stephanie Adams
Registered Affiliation(s):GLOBAL ATLANTIC DISTRIBUTORS, LLC
Wayne Edward Zorger JR.
Registered Affiliation(s):UBS FUND SERVICES (USA) LLC
Henry Zollicoffer Hardaway
Registered Affiliation(s):VP DISTRIBUTORS LLC
Bruno Salvatore Simonetti
Registered Affiliation(s):ADVISED ASSETS GROUP, LLC
Christine Michele Ouellette
Registered Affiliation(s):VP DISTRIBUTORS LLC
Francesco Ambruoso
Registered Affiliation(s):VP DISTRIBUTORS LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
