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Best financial advisors in Waterbury Center, VT

Registered advisers within 25 miles of Waterbury Center, VT.

Offices
93
Firms
47
Combined AUM
$6.72T
Firm-wide filings, not assets booked only here
Clients
2.38M
2,377,932 clients when Item 5C has a number
Avg / client
$2.83M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
CONTINUUM ADVISORY, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
ONE DAY IN JULY LLC
VANDERBILT ADVISORY SERVICES
GREENHILL FINANCIAL PARTNERS
NLG CAPITAL LLC
ESI FINANCIAL ADVISORS
MAPLE CAPITAL MANAGEMENT, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

Nathan Gourd
Kyla Westover
CARL HAASPER
JOHN HOOGENBOOM
Adam Lory
HOWARD JAY LEVINE
Alexander Adami
Caren Mussafer Merson
DEREK ALI GRADDOCK
OMAR MAHADEEN GRADDOCK
Seychelle Steele Duckworth
Bruce Karl Walbridge
Nicholas Allen Hart
James Justin Towne
JUAN CELSO MEDINACELI GEPIGON
Seth Patrick Gillim
Richard Paul Jacobs
Christopher Clayton Reed
Harrison Wustefeld
STEVEN ALAN MORNEAU
Dominic Stilwell
Kasandra Reid
Rebecca L Teese
Martin Jay Thomas
Christopher Andrew Cichoski
THOMAS CLAUDE LONGFELLOW
ROBERT FRANKLIN
REBECCA NASSAR DUNNE
STACI E FALL
LAURA BETH FREE
PENNY LYNN VINSON
TYLER J TUTINO
DAVID ALLEN CURTIN
LOREN SHANE JENSON
DANIEL FRANCIS RANDALL
KATHRYNE ANN STUEMPERT
ANDREW GERARD HOSSE
Christopher Michael Colby
MELISSA ANN RAYMER
MICHAEL J FLETCHER
JUSTIN RICHARD SETTER
DANIEL ROBERT HOUSE
ABRAM JAMES NUNES
BENJAMIN GERALD ZARZYCKI
JAMES TENBROECK BAUMANN
ELIZABETH HEETER
NICHOLAS A AUDET
SAMUEL JOHN KEENAN
BRANDON LAFAYETTE FALKQUAY
GREGORY DWIGHT TEESE
LAURA LEWANDOSKY PLOURDE
FRANK MICHAEL LUCIA
MICHAEL JOHN BRANDA
ALEX MARCUS DAVID
SCOTT PATRICK MAITLAND
BRIAN ANTHONY NEAL
NEIL HOWARD RESNIK
BRIAN PAUL BRANDA
GARY TUCKER GOSS
MICHAEL ALLEN GOSS
WHITLEY PARKS MOTT
TREVOR MICHAEL MORLEY
JOSHUA C. MALLERY
JAMES ANTHONY MIRABILE
HELENE F. LINO
OREN SHER
AIDAN JOSEPH COSTELLO
John Dearl Youland
Sara Lory
Marc Gwinn
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
William Albert Pikul
CRAIG ANTON EILERS

Within 25 miles of Waterbury Center, VT, Best Investors lists 47 registered investment advisory firms with 93 offices nearby, managing about $6.72T in combined regulatory AUM across 2,377,932 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 Waterbury Center

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM