Vermont · 3 advisers
Financial Advisors in Toronto, Ontario, Vermont
Looking for a financial advisor in Toronto, Ontario, Vermont? Falists indexes 3 SEC-registered and state-registered investment advisers in Toronto, Ontario — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.43B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$1.43B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Toronto, Ontario
Ranked by AUM · Fees, team & specialties at a glance
BMO NESBITT BURNS SECURITIES LTD.
Toronto, Ontario, VT
AUM
$1.20B
Team
216 advisors
Clients
11-25
Fees
Percentage of AUM
416-624-5509
RICHARDSON WEALTH (USA) LIMITED
Toronto, Ontario, VT
AUM
$243.9M
Team
74 advisors
Clients
0
Fees
Percentage of AUM
1-855-204-7467
1832 ASSET MANAGEMENT U.S. INC.
Toronto, Ontario, VT
AUM
$1.43B
Team
113 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
416-840-7986
More cities in Vermont
Common questions
- How many financial advisors are in Toronto, Ontario, Vermont?
- 3 registered investment advisers are listed in our Toronto, Ontario directory, sourced from public SEC filings.
- What types of advisors are in Toronto, Ontario?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Toronto, Ontario?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.