Apella Capital

Apella Capital (CRD# 171106) is a financial advisory firm headquartered in Glastonbury, CT. They manage $2,357,000,000 in 5,959 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,357
    MILLION
  • Total Number of Accounts
    5,959
    ACCOUNTS
  • Average Account Value
    $395,536
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, RI, TN, TX, UT, VA, VT, WA

Financial Advisors at Apella Capital
Showing 1 - 10 of 26 top financial advisors.
1
Diana L. Bacon
CRD#: 3082742
1808 S Good Latimer Expy, Dallas, TX 75226

Diana Bacon (CRD# 3082742) is an Investment Advisor Representative working at Apella Capital in Dallas, TX and has over 23 years of experience in the finance industry. Diana Bacon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joyce V. Bloomquist
CRD#: 4923711
151 National Drive, Glastonbury, CT 06033

Joyce Bloomquist (CRD# 4923711) is an Investment Advisor Representative working at Apella Capital in Glastonbury, CT and has over 18 years of experience in the finance industry.

3
Phillip A. Calandra
CRD#: 5418864
600 Galleria Parkway Se, Suite 520, Atlanta, GA 30339

Phillip Calandra (CRD# 5418864) is an Investment Advisor Representative working at Apella Capital in Atlanta, GA and has over 15 years of experience in the finance industry.

4
Taylor C. Cock
CRD#: 6682425
2821 Northup Way, Suite 150, Bellevue, WA 98004

Taylor Cock (CRD# 6682425) is an Investment Advisor Representative working at Apella Capital in Bellevue, WA and has over 5 years of experience in the finance industry.

5
Thomas C. Cock
CRD#: 4345448
2821 Northup Way, Suite 150, Bellevue, WA 98004

Thomas Cock (CRD# 4345448) is an Investment Advisor Representative working at Apella Capital in Bellevue, WA and has over 16 years of experience in the finance industry.

6
Barbara G. Devereaux
CRD#: 4049111
151 National Drive, Glastonbury, CT 06033

Barbara Devereaux (CRD# 4049111) is an Investment Advisor Representative working at Apella Capital in Glastonbury, CT and has over 22 years of experience in the finance industry.

7
Taylor E. Drake
CRD#: 2958978
4900 Meadows Road, Suite 130, Lake Oswego, OR 97035

Taylor Drake (CRD# 2958978) is an Investment Advisor Representative working at Apella Capital in Lake Oswego, OR and has over 24 years of experience in the finance industry.

8
Mitchell J. Ewart
CRD#: 5450366
2821 Northup Way, Suite 150, Bellevue, WA 98004

Mitchell Ewart (CRD# 5450366) is an Investment Advisor Representative working at Apella Capital in Bellevue, WA and has over 14 years of experience in the finance industry.

9
James R. Femia
CRD#: 2243133
151 National Drive, Glastonbury, CT 06033

James Femia (CRD# 2243133) is an Investment Advisor Representative working at Apella Capital in Glastonbury, CT and has over 30 years of experience in the finance industry.

10
Derek C. Jobe
CRD#: 6660188
2821 Northup Way, Suite 150, Bellevue, WA 98004

Derek Jobe (CRD# 6660188) is an Investment Advisor Representative working at Apella Capital in Bellevue, WA and has over 6 years of experience in the finance industry. Derek Jobe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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