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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
1

Assets under management

$17,918,430,717

Number of advisors

65 advisors

2

Assets under management

$6,300,977,732

Number of advisors

31 advisors

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Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

  • 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 Vehicles

  • Landmark 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.

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Methodology

To find the top financial advisors in Simsbury, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

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