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- Custodian
- Axos · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-25-1994
- Office Locations
- 12
Office Locations
About Symmetry Partners
Symmetry Partners is a tech-driven TAMP and business solutions provider built by advisors for advisors, supporting RIAs and financial advisors with the Axiom Wealth Platform. Offerings include evidence-based portfolio models and funds, factor-based ETF models (PrecisionCore), OCIO, and retirement plan services. For high-net-worth clients, Panoramic direct investing and the Tax Alpha Program enable personalized, tax-managed portfolios and transition/overlay strategies.
Reported data analysis
What the numbers show
Between September 8, 2025 and February 27, 2026, reported AUM decreased 17.3%, from $5.7B to $4.7B.
Across 5 reported observations, AUM decreased 21.7% between October 27, 2022 and February 27, 2026, from $6.0B to $4.7B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 8,909 clients, or 1,781.8 clients per representative. That equates to $531.0K in reported AUM per client.
The profile lists 12 reported office locations and 31 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Symmetry Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Christopher Codeanne
Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- #7979648
- Ownership
- Less than 5%
DAVID EDWARD CONNELLY JR
Chief Executive Officer, Manager
- CRD
- #2269331
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Brock Adams
--
- CRD
- #6488540
PAUL MICHAEL BANDURSKI
--
- CRD
- #4192035
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,730,645,660 | $414,278 |
| Non-Discretionary | $0 | -- |
| Total | $4,730,645,660 | $414,278 |
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Separately Managed Accounts
SMA allocation detail is available
Symmetry Partners has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Symmetry Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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