GLASTONBURY, CTCRD 120982Latest ADV February 27, 2026
Symmetry Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Glastonbury, CT. Its latest Form ADV filing, dated February 27, 2026, reports $4.7B in regulatory assets under management, 52 employees, 3 offices, and 11,419 accounts.
Assets Under Management
$4.7B
Employees
52
Offices
3 offices
Total Clients
8,909
Primary office
GLASTONBURY, CT
151 NATIONAL DRIVE, GLASTONBURY, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
7,801
2
HNWI
7.6%
675
3
Pension Plans
3.6%
319
4
Corporations
0.9%
76
5
Charitable
0.4%
37
Additional categories (<0.1%)
Investment Cos.<5 clients
Categories with <5 clients
EXEMPT<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.7Bas of February 27, 2026
Discretionary100.0%
$4.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.7B
Total Accounts11,419
10Y AUM Change+$1.2B (+33.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees52
Clients per Employee171:1
10Y Employee Change-54 (-50.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.