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Best financial advisors in Topsham, VT

Registered advisers within 25 miles of Topsham, VT.

Offices
30
Firms
14
Combined AUM
$3.38T
Firm-wide filings, not assets booked only here
Clients
390K
390,204 clients when Item 5C has a number
Avg / client
$8.65M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MAPLE CAPITAL MANAGEMENT, INC.
VANDERBILT ADVISORY SERVICES
GREENHILL FINANCIAL PARTNERS

Investors

John Trombetta
Joseph C Marshall
RANDALL ERNEST SAULNIER
Keith LaCroix
CYNTHIA LYNN BRYANT
SARAH JILL WILKINSON
David Tomasi Babic
ALEXANDRA LOUISE JOHNS
DAVID CONRAD JOHNS
ELEANOR TOBIN STUBBS
DENISE A PALMER
Bethany Brown
MAURICE BRENT SLEEPER
JAMES MICHAEL HUNT
WILLIAM ELI PATNO
NIKKI CHALOUX
LEE ALAN WHITE
Brandon David Tieso
SUZANNE LAWSON SMALL
JOSEPH PAUL PREDDY
THOMAS EUGENE COUTURE
Darci L Coleman-Graves
David Gold
William Albert Pikul
Thomas Wayne Rawlings
Timothy James Wooster
RICHARD JOHN LITCHFIELD
RAMSEY A LUHR
ELIZABETH SARAH HINCHLIFFE LEWIS
FJOLLA BUZA-SOTAK
Caitlyn Wilkin
Connor G Herbruck
David J Bosworth
Brody Jordan Hoffman
Marc Gwinn
Rebecca L Teese
Martin Jay Thomas
Christopher Andrew Cichoski
Harrison Wustefeld
STEVEN ALAN MORNEAU
Dominic Stilwell
Kasandra Reid

Within 25 miles of Topsham, VT, Best Investors lists 14 registered investment advisory firms with 30 offices nearby, managing about $3.38T in combined regulatory AUM across 390,204 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 Topsham

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 NLG CAPITAL LLC $46.5B AUM