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Best financial advisors in Williamsville, VT

Registered advisers within 25 miles of Williamsville, VT.

Offices
63
Firms
31
Combined AUM
$4.51T
Firm-wide filings, not assets booked only here
Clients
546K
545,739 clients when Item 5C has a number
Avg / client
$8.26M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
MONEY CONCEPTS CAPITAL CORP
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
BIRCH FINANCIAL GROUP
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
WISE PLANNING, INC.
BLUESTONE WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.
IPIC, INC.

Investors

CYNTHIA LOUISE KORDYS
Scott William Ringland
ALICIA Marie THOMAS
Amanda Joyce Stone
GLENN WILLIAM GALLOWAY
LIANA MARIE POODIACK
TRAVIS JAMES POODIACK
CARL JOHN GRAVINA
Ryan Frank Gravina
Mark Alexander Gravina
JESSICA LYNN LAPOLLO
Alan William Stroshine
JOSHUA IAN HOULE
Matthew Fliss
KENNETH ROBERT VISSER
JOHN CHARLES MACDOUGALL
KEITH ALAN MANSFIELD
ANDREW DONALD HOLTE
ELIZABETH JOHNSON CATLIN
CHRISTINE CLINTON-CATLIN
FREDERICK W HADLOW
David Peter Therrien
TIMOTHY DAVID DOLL
Ely Thayer
Scot A Ward
JEFFREY DAVID RUBIN
Brian David Royal
Elizabeth Lorenz

Within 25 miles of Williamsville, VT, Best Investors lists 31 registered investment advisory firms with 63 offices nearby, managing about $4.51T in combined regulatory AUM across 545,739 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 Williamsville

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM