Symmetry Partners

$4.73BAssets under management
as of Sep 2026 · SEC Form ADV
Glastonbury, CT
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Tech stack

No one at Symmetry Partners has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Symmetry Partners's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $1.8B held · filed Aug 2024
Axos Clearing
Per Form ADV · $1.5B held · filed Aug 2024
Alerus Financial , N.a.
Per Form ADV · $501M held · filed Aug 2024