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
Thomas Joseph Filomeno
Registered Affiliation(s):MARCUM WEALTH, LLC
Ina A Goldschmidt
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Paul Glynn Privitera
Registered Affiliation(s):VIRTUS INVESTMENT ADVISERS, INC.
Brandon C. Phelps
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Aaron Matthew Platteis
Registered Affiliation(s):VIRTUS INVESTMENT ADVISERS, INC.
Julie Ann Lopes
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
James C Bush
Registered Affiliation(s):VIRTUS INVESTMENT ADVISERS, INC.
Aranzazu Esther Suarez
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stephen Anagnostou
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
Robert Steven Jermine
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Mary Therese Young
Registered Affiliation(s):LINCOLN FINANCIAL ADVISORS CORPORATION
Matthew John Walston
Registered Affiliation(s):STRATEGIC FINANCIAL, LLC
Donna D Williams
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Christopher Lee Curtis
Registered Affiliation(s):INFINEX INVESTMENTS, INC.
Michael William Herlihy
Registered Affiliation(s):RMC INVESTMENT ADVISORS
Nicholas Timothy Stamboulis
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
William James Christie
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Edward Allen Steiger
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Rick K Shapiro
Registered Affiliation(s):INVESTMENT & FINANCIAL COUNSELORS, LLC
Ethan Jeffrey Goodman
Registered Affiliation(s):TD PRIVATE CLIENT WEALTH LLC
Kathleen Simmons Cook
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Lindsay Fitzgerald Mcleod
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Robin Marie Golden
Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC
James Peter Bogoian
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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