Top financial advisors in Simsbury, CT
We’ve curated a list of the best financial advisors in Simsbury, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$17,918,430,717
Number of advisors
65 advisors
| $17,918,430,717 | 65 advisors | |
| 2 |
Assets under management
$6,300,977,732
Number of advisors
31 advisors
| $6,300,977,732 | 31 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Simsbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Simsbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Landmark Equity Advisors LLC
Landmark Equity Advisors LLC is a financial advisory firm based in Simsbury, Connecticut. It currently has approximately $17,918,430,717 of assets under management and employs about 65 people. Landmark Equity Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$17,918,430,717 under management
65 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesLandmark Realty Advisors LLC
Landmark Realty Advisors LLC is a financial advisory firm based in Simsbury, Connecticut. It currently has approximately $6,300,977,732 of assets under management and employs about 31 people. Landmark Realty Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$6,300,977,732 under management
31 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Simsbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Simsbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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