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Best financial advisors in E Wallingford, VT

Registered advisers within 25 miles of E Wallingford, VT.

Offices
34
Firms
20
Combined AUM
$8.37T
Firm-wide filings, not assets booked only here
Clients
806K
806,291 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
GREENHILL FINANCIAL PARTNERS
UBS FINANCIAL SERVICES INC.
CITIZENS SECURITIES, INC.
MORGAN STANLEY
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

COLTON JAMES BLACKMAN
Zerihune Finn
STEVEN ALAN MORNEAU
Dominic Stilwell
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Timothy Matthew Bloomer
RICHARD L RODRIGUE
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Brooke Ann Smith
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Claudia L Cedrone
Michael Lee Gardner
Brian Vargo
Cody David Edward Crossman
James P Coleman
ANTHONY LOPOPOLO
CHARLES ERIC RIGGIN
MARK PATRICK MCCORMACK
MICHAEL PAUL LAFATA
John Kermit Jacobi
Rhonda Peters Lathrop
CARALEE Kennedy
Adam O Ihasz
CARL ALEX CASCELLA
Peter Brownlow Christenson

Within 25 miles of E Wallingford, VT, Best Investors lists 20 registered investment advisory firms with 34 offices nearby, managing about $8.37T in combined regulatory AUM across 806,291 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in E Wallingford

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM