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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Williston, VT

Every SEC-registered investment adviser representative at a firm office in Williston, with the firms that employ the most of them.

31 registered advisors work in Williston; the most are at LPL Financial LLC (8). 11 list the CFP designation and 23 are also registered broker representatives.

Firms with the most advisors in Williston

FirmAdvisors in Williston
LPL Financial LLC news8
Silverlake Wealth Management LLC7
Wells Fargo Advisors Financial Network, LLC news5
Copper Leaf Financial, LLC4
Tiaa-Cref Individual & Institutional Services, LLC2
Ameriprise Financial Services, LLC news1
Edward Jones news1
Gibbs Wealth Management, LLC1
LPL Enterprise, LLC news1
Raymond James & Associates, Inc. news1

Advisors in Williston, A to Z

CFP advisors in Williston →

Other cities in Vermont

All of Vermont →

Colchester 119Burlington 105South Burlington 74Montpelier 48Rutland 35Barre 25Brattleboro 17Middlebury 15Shelburne 14Manchester Center 13Stowe 13Essex Junction 11Bennington 10Norwich 10Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5White River Junction 5Woodstock 5

Questions

How many financial advisors are in Williston, VT?

31 investment adviser representatives are registered at firm offices in Williston, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 23 of them are also registered as broker representatives, and 11 list the CFP designation.

Which firm has the most financial advisors in Williston?

LPL Financial LLC, with 8 registered advisors in Williston, followed by Silverlake Wealth Management LLC with 7.

How do I check a financial advisor in Williston?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.