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
Mitchell Thomas Guarnieri
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nicole King
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Michael Schaefer
Registered Affiliation(s):SAYBRUS EQUITY SERVICES, LLC
Leah Linda Cruz
Registered Affiliation(s):SAYBRUS EQUITY SERVICES, LLC
Albert Vincent Innarelli
Registered Affiliation(s):MORGAN STANLEY
Andrea Mati
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Seth Griffin Moran
Registered Affiliation(s):MORGAN STANLEY
Steve Rzezuski
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Thomas Matthew Manning
Registered Affiliation(s):YHB INVESTMENT ADVISORS INC
Jessica Anne Gilbert
Registered Affiliation(s):MULLANEY KEATING & WRIGHT INC
Michelle Alexandra Shockley
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alexander Roderick Duxbury
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Dawn Ann Lazarus
Registered Affiliation(s):M HOLDINGS SECURITIES, INC.
Richard V Hilliard
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Latifa Kolarevic
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Valerie Lee Duval
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Thomas Laughton Boyle
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Diane S Hodyl
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Lisa Schwartz Gilarde
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Paulo George Moreira
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Scott Darcy
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
Lisa Marie Wilcox
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
James Anthony Maciolek
Registered Affiliation(s):TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.
Jayce Carter Edwards
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, 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.
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