Symmetry Partners

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Trust Score 99%
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Symmetry Partners, federally registered in 2002, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 29 advisors. Symmetry Partners manages $5.3 billion and provides investment advisory services for 17,250 clients (1:595 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: November 11th, 2019. Data source: SEC filings.


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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor Rebecca Cioban
Avg Advisor Trust Score 92
Avg Advisor Years Registered 6
Minimum Investment $0
Average Client Balance $304,753
Total AUM $5.3 billion
Advisor / Client Ratio 1:595
Headquarters 151 National Drive Glastonbury, CT 06033
SEC Filings Forms and Brochures    (CRD # 120982)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI

Questions & Answers

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Neva wrote: Are there advisors in Texas?

1 month ago
Response from Jessica H at

We were unable to locate an office in Texas, but they are licensed to do business in Texas.

TYLER wrote: I live in the Seattle area. Do you have a local office ?

4 months ago
Response from Jessica H at

We were only able to locate an office in Glastonbury, CT, but Symmetry Partners are licensed to work with individuals in Washington if you do not require a local partner.

Frances Ginestet wrote: Do you have offices located in NH? If so, what cities?

5 months ago
Response from Jessica H at

Symmetry Partners currently does not have offices in New Hampshire.