SYMMETRY PARTNERS
SEC RegisteredBuilt on Experience. Driven by Evidence.
About the firm
Symmetry Partners provides a platform, resources, and partnership for investment advisors, offering investment strategy and firm management solutions. The firm takes an investor-first, evidence-based approach grounded in academic science and guided by leading financial research, including work from Nobel Laureates.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment solutions including Tax Alpha, Direct Indexing, Panoramic Mutual Funds & ETFs, and PrecisionCore ETF Models; advisor technology including a unified wealth platform with curated technology and expert support; and separately managed accounts (SMAs) and High-Net-Worth Tax Alpha solutions.
Who they serve
Financial advisors and investors
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7,801 | $1.4B |
| High Net Worth Individuals | 675 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 319 | $478M |
| State/Municipal Entities | 37 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
22 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Direct Client Tier 1 | 1.00% |
| Direct Client Tier 2 | 0.75% |
| Direct Client Tier 3 | 0.50% |
| Axiom Platform Tier 1 | 0.35% |
| Axiom Platform Tier 2 | 0.32% |
| Axiom Platform Tier 3 | 0.30% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SYMMETRY PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.