Adviser Record

Investment advisers in Glastonbury, CT

13 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in CT

FirmAssetsEmployeesDisclosures
Usi Advisors$56.28 billion790
Symmetry Partners$4.73 billion520
Adviceone Advisory Services, LLC$2.05 billion560
Rossmore Private Capital, LLC$1.92 billion100
Smith Brothers Financial, LLC$1.11 billion70
Empower Financial Advisory, LLC$635.8 million70
Greensledge Asset Management LLC$592.8 million110
Mark Sheptoff Financial Planning LLC$466.5 million30
Briggs Wealth Management, Inc.$362.0 million60
Somnio Financial Group, LLC$168.3 million40
Jk Private Wealth, LLC$156.4 million20
Top Private Wealth$106.5 million20
Usi Securities, Inc.$0300