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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

RIA

Address: 151 National Drive, Glastonbury, CT 06033

Clients: 1,929

Average Clients per Advisor: 64

AUM: $ 2.5B

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ADVICEONE ADVISORY SERVICES, LLC

CRD#: 111614

RIA

Address: 100 Western Boulevard, Glastonbury, CT 06033

Clients: 791

Average Clients per Advisor: 52

AUM: $ 1.1B

ROSSMORE PRIVATE CAPITAL, LLC

CRD#: 288453

RIA

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

RIA

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

RIA

Address: 703 Hebron Ave 3rd Floor, Glastonbury, CT 06033

Clients: 137

Average Clients per Advisor: 137

AUM: $ 376M

EMPOWER FINANCIAL ADVISORY, LLC

CRD#: 313968

RIA

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


Name or CRD#
Location:
Firm name (optional)
AC

Anthony Vincent Camp

Anthony Vincent Jr Camp, Tony Camp
RR
CRD#: 2884015
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
29 years registered
FS

Felix Henry Silverio

RR
CRD#: 2884307
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
29 years registered
ML

Matthew Donald Lynch

RR
CRD#: 2894304
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
29 years registered
AC

Arthur Clemson Crawford

Art Clemson Crawford Iii
RR
CRD#: 2907237
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
29 years registered
JB

James Joseph Bordonaro

RR
CRD#: 2921487
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
29 years registered
CF

Cheryl Beaudoin Fetzner

Cheryl Beaudoin Lacaillade
RR
CRD#: 2922272
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
29 years registered
CT

Christopher Eugene Trovato

Chris Trovato
IAR
RR
CRD#: 2940055
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA RETIREMENT ADVISORS, LLC

Disclosures:
Experience:
14 years registered
KL

Kim Elizabeth Loveland

Kim Elizabeth Holjes
RR
CRD#: 2942048
Location:
Windsor, CT 06095

Registered Affiliation(s):NYLIFE SECURITIES LLC

Disclosures:
Experience:
29 years registered
LK

Linda Margaret Keene

Linda Margaret Wittenzellner
RR
CRD#: 2957438
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
29 years registered
TE

Tonya Annette El-hajj-bey

Tonya Annette Jones
RR
CRD#: 4007079
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
26 years registered
DT

Deidre Deanne Tapia

Dee Deanne Crabtree, Deidre Deanne Masters
RR
CRD#: 4008881
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
26 years registered
CD

Christopher J Drazen

Chris Drazen, Christopher John Drazen
RR
CRD#: 4011379
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
27 years registered
JP

John William Pipes

RR
CRD#: 4031399
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
26 years registered
TD

Timothy Patrick Driscoll

IAR
RR
CRD#: 5991181
Location:
Windsor, CT 06095

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
14 years registered
JG

Justin Edward Dale Gant

Justin Gant
IAR
RR
CRD#: 6393453
Location:
Castle Rock, CO

Registered Affiliation(s):VOYA RETIREMENT ADVISORS, LLC

Disclosures:
Experience:
12 years registered
SM

Samuel Donald Mancini

Sam Donald Mancini, Sam Mancini, Samuel Donald Mancini
IAR
RR
CRD#: 6445062
Location:
Feeding Hills, MA

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
11 years registered
WP

Wojciech Tomasz Polowy

IAR
RR
CRD#: 4587014
Location:
New Britain, CT

Registered Affiliation(s):INDEPENDENT FINANCIAL GROUP, LLC

Disclosures:
Experience:
14 years registered
MS

Marion Sgroivarano

RR
CRD#: 2803788
Location:
Kensington, CT 06037

Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH, INC.

Disclosures:
Experience:
30 years registered
RB

Robert Anthony Bishop

Robert Anthony Bishop, Robert Bishop
IAR
RR
CRD#: 6010626
Location:
Farmington, CT 06032

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
14 years registered
PR

Poornima Raghavan

RR
CRD#: 2910751
Location:
Bloomfield, CT 06002

Registered Affiliation(s):CIGNA BENEFITS FINANCING, INC.

Disclosures:
Experience:
29 years registered
MS

Michael Frank Seldon

Mike Seldon
RR
CRD#: 2509224
Location:
Farmington, CT 06032

Registered Affiliation(s):VOYA FINANCIAL PARTNERS, LLC

Disclosures:
Experience:
29 years registered
TD

Tanya Chantal Daddio

Tanya Chantal Voytas
RR
CRD#: 2735568
Location:
Farmington, CT 06032

Registered Affiliation(s):PURSHE KAPLAN STERLING INVESTMENTS

Disclosures:
Experience:
30 years registered
GD

Geoffrey Murray Dunn

RR
CRD#: 2944386
Location:
Farmington, CT 06032

Registered Affiliation(s):DOWLING & PARTNERS SECURITIES LLC

Disclosures:
Experience:
29 years registered
Sarah Banas Hall

Sarah Banas Hall

Sarah Banas
RR
CRD#: 4765770
CFP®: Certified Financial Planner
Location:
Farmington, CT 06032

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
19 years registered

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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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