Best Investors Account Sign in

Best financial advisors in Lamoille, NV

Registered advisers within 25 miles of Lamoille, NV.

Offices
12
Firms
9
Combined AUM
$5.14T
Firm-wide filings, not assets booked only here
Clients
785K
784,986 clients when Item 5C has a number
Avg / client
$6.55M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
MORGAN STANLEY
U.S. BANCORP ADVISORS, LLC
G&S WEALTH MANAGEMENT LLC
READ & POWELL FINANCIAL SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

CHERYL COLLEEN GALLOWAY
KAREN JENNIFER NESS
SHABONYA RACHELLE DUTTON
Tara Lynn Bybee
JOEL ANTHONY MCCONNELL
DEBORAH MARIE MARCOM
JOSE REFUGIO NEGRETE
KURT MICHAEL NEDDENRIEP
Cassara Liliana Voiselle
Eric Charles Hudson
Rick A Hutchison
Jason Bryant Land
JAMES CORTER GLENNON
NICK STANLEY KONAKIS
Eric Lynn Wiseman
DIANE B. RICE
Norma Lynn Terras
Timothy Bret Hatch
Regan Reichert
DOROTHY HARTEN HULL
BRAD REED BRAZIL
Melinda Rene Mott

Within 25 miles of Lamoille, NV, Best Investors lists 9 registered investment advisory firms with 12 offices nearby, managing about $5.14T in combined regulatory AUM across 784,986 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 Lamoille

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 8 READ & POWELL FINANCIAL SERVICES, LLC 3 advisers $160M AUM