City
Wealth management firms in Glastonbury, Connecticut
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Glastonbury, Connecticut reported $6.1 billion in regulatory assets under management; the largest by assets was Adviceone Advisory Services, LLC, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $6.1 billion
- Average per firm
- $382.7 million
- SEC-registered, of those listed
- 8 of 16 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Adviceone Advisory Services, LLC | SEC | $2.0 billion | 4,781 |
| 2 | Rossmore Private Capital, LLC | SEC | $1.9 billion | 909 |
| 3 | Empower Financial Advisory, LLC | SEC | $635.8 million | 1,508 |
| 4 | Mark Sheptoff Financial Planning LLC | SEC | $466.5 million | 771 |
| 5 | Briggs Wealth Management, Inc. | SEC | $362.0 million | 689 |
| 6 | Somnio Financial Group, LLC | SEC | $168.3 million | 461 |
| 7 | JK Private Wealth, LLC | SEC | $156.4 million | 465 |
| 8 | Top Private Wealth | SEC | $106.5 million | 437 |
| 9 | Financial Resources Group, LLC | State | $89.3 million | 430 |
| 10 | Lucey Investment Management, LLC | State | $60.5 million | 160 |
| 11 | Buell Investment Advisors Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $35.2 million | 106 |
| 12 | Glastonbury Cpa's Financial Advisors, LLC | State | $32.3 million | 43 |
| 13 | Rawlings Wealth Management | State | $17.5 million | 81 |
| 14 | Polymath Capital Advisors, LLC. | State | $15.1 million | 32 |
| 15 | Chieco Capital Management, LLC | State | $9.3 million | 33 |
| 16 | Artura Wealth, LLC | State | $0 | 0 |
Wealth management firms in Connecticut, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.