Top advisors in Simsbury
We’ve curated a list of the best financial advisors in Simsbury, take a look at it below
Find an advisor in Simsbury# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $17,918,430,717 | 65 advisors | ||
2 | $6,300,977,732 | 31 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Landmark Equity Advisors LLC
Assets under management
$17,918,430,717
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Landmark Realty Advisors LLC
Assets under management
$6,300,977,732
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.