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Best financial advisors in Whitingham, VT

Registered advisers within 25 miles of Whitingham, VT.

Offices
44
Firms
21
Combined AUM
$4.21T
Firm-wide filings, not assets booked only here
Clients
459K
458,781 clients when Item 5C has a number
Avg / client
$9.18M
Combined AUM ÷ clients

Nearby offices

Firms

EGGZ
LPL FINANCIAL LLC
EDWARD JONES
WELLINGTON SHIELDS & CO., LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PRENTISS SMITH & COMPANY, INC.
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
EQUITY SERVICES, INC.

Investors

MICHAEL STEIN
MARISSA LYNN MAIN
Robert Adams
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
Ellen Purinton
William Robert Purinton
Timothy Gaulin
Ellen Jean Bauers
BRIDGET MARIE BOKUM
PRENTISS RICHARDSON SMITH
GERTRUDE W. SAVILLE
PENELOPE JAYNE KAUFMAN
PRENTISS CHARLES SMITH
Frederick A Brubaker
Regina L Gray
Karen L Kettles
Amy Catherine Frechette
Joshua Casey Roberts
STEVEN EDWARD CHICK
ANTHONY BENTON HEMMELGARN
KELLI J WARRINER
Spencer Adams
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
Ana Maria Saavedra
Adrian Lezcano
Olivia C Lezcano
TRAVIS CHARLES SHINE
Michael Taylor Brown
Nicholas Elvin DuBois
Matthew R DuBois
JAMES EDWARD DURAND
ROBERT GEORGE ABEL
JASON ROBERT DOHANEY
SETH A SHEPARD
STEPHEN CHRISTOPHER SIMMONS
JASON MICHAEL JEFFERS
Ryley C Gaudreau

Within 25 miles of Whitingham, VT, Best Investors lists 21 registered investment advisory firms with 44 offices nearby, managing about $4.21T in combined regulatory AUM across 458,781 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 Whitingham

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM