Symmetry Partners
Glastonbury, CT·SEC-registered · CRD #120982
Symmetry Partners is an SEC-registered investment advisory firm in Glastonbury, CT managing $4.7B across 11k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.7B
Client accounts
11k
Advisory staff
5
Fee model
Fee-only
How Symmetry Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Symmetry Partners
How much does Symmetry Partners manage?
Per its most recent SEC Form ADV filing (02/27/2026), Symmetry Partners reports $4.7B in regulatory assets under management across roughly 11k client accounts.
How does Symmetry Partners charge?
Symmetry Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Symmetry Partners a fiduciary?
Yes. Symmetry Partners is registered with the U.S. Securities and Exchange Commission (CRD #120982), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Symmetry Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Symmetry Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Symmetry Partners's public SEC Form ADV filing (CRD #120982, filed 02/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Symmetry Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Symmetry Partners? Claim this profile.