Rialytix insights

Top RIA Firms in Glastonbury, Connecticut

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Glastonbury, Connecticut. This hub covers 11 matching firms with $68.5B in total reported AUM and median AUM of $635.8M.

Firms

Matching current profiles

Total AUM

$68.5B

Reported regulatory AUM

Median AUM

$635.8M

Across firms with AUM

Largest firm

$56.3B

Usi Advisors

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Usi Advisors CRD 108113 · Corporation	GLASTONBURY, CT	$56.3B Mar 2026	+$7.4B+15.2%	+$24.2B+75.5%	+$24.0B+74.6%	+$54.5B+3099.3%	+10 employees+14.5% over 3Y	+145 accounts+12.0% over 3Y
2. Symmetry Partners CRD 120982 · Limited Liability Company	GLASTONBURY, CT	$4.7B Feb 2026	-$1.1B-19.5%	-$1.3B-21.7%	-$894.4M-15.9%	+$1.7B+56.2%	-10 employees-16.1% over 3Y	-1,548 accounts-11.9% over 3Y
3. Adviceone Advisory Services, LLC CRD 111614 · Limited Liability Company	GLASTONBURY, CT	$2.0B Mar 2026	+$674.6M+49.2%	+$898.2M+78.3%	+$971.7M+90.5%	+$1.7B+491.4%	+12 employees+27.3% over 3Y	+590 accounts+14.1% over 3Y
4. Rossmore Private Capital, LLC CRD 288453 · Limited Liability Company	GLASTONBURY, CT	$1.9B Mar 2026	+$607.5M+46.2%	+$929.8M+93.6%	+$1.3B+227.7%	—	+2 employees+25.0% over 3Y	+315 accounts+53.0% over 3Y
5. Smith Brothers Financial, LLC CRD 322951 · Limited Liability Company	GLASTONBURY, CT	$1.1B May 2026	+$114.0M+11.4%	+$615.2M+123.5%	—	—	0 employees+0.0% over 3Y	+251 accounts+106.4% over 3Y
6. Empower Financial Advisory, LLC CRD 313968 · Limited Liability Company	GLASTONBURY, CT	$635.8M May 2026	+$100.8M+18.8%	+$295.4M+86.8%	—	—	0 employees+0.0% over 3Y	+391 accounts+35.0% over 3Y
7. Greensledge Asset Management LLC CRD 307732 · Limited Liability Company	GLASTONBURY, CT	$592.8M Apr 2026	-$13.2M-2.2%	+$31.8M+5.7%	+$517.8M+690.4%	+$517.8M+690.4%	0 employees+0.0% over 3Y	+1 accounts+33.3% over 3Y
8. Mark Sheptoff Financial Planning LLC CRD 108742 · Limited Liability Company	GLASTONBURY, CT	$466.5M Mar 2026	+$38.5M+9.0%	+$55.1M+13.4%	+$113.2M+32.0%	+$303.8M+186.7%	0 employees+0.0% over 3Y	-39 accounts-4.8% over 3Y
9. Briggs Wealth Management, INC. CRD 125518 · Corporation	GLASTONBURY, CT	$362.0M Feb 2026	+$103.3M+39.9%	+$166.9M+85.5%	+$159.7M+78.9%	+$271.5M+299.7%	0 employees+0.0% over 3Y	+53 accounts+8.3% over 3Y
10. Somnio Financial Group, LLC CRD 174217 · Limited Liability Company	GLASTONBURY, CT	$168.3M Feb 2026	+$30.5M+22.1%	—	—	+$51.5M+44.1%	0 employees+0.0% over 1Y	+8 accounts+1.8% over 1Y
11. Jk Private Wealth, LLC CRD 305987 · Limited Liability Company	GLASTONBURY, CT	$156.4M Mar 2026	+$29.3M+23.1%	+$116.7M+294.1%	+$116.7M+294.1%	—	0 employees+0.0% over 3Y	+339 accounts+269.0% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.