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Best financial advisors in Belvidere Junction, VT

Registered advisers within 25 miles of Belvidere Junction, VT.

Offices
19
Firms
11
Combined AUM
$4.02T
Firm-wide filings, not assets booked only here
Clients
789K
788,576 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ONE DAY IN JULY LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AE WEALTH MANAGEMENT, LLC
MORGAN STANLEY
CONTINUUM ADVISORY, LLC
LPL FINANCIAL LLC
EQUITY SERVICES, INC.
DWV ADVISORS, LLC
CITIZENS SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

John Dearl Youland
Sara Lory
Seth Patrick Gillim
Richard Paul Jacobs
Christopher Clayton Reed
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
KERRI IRICK CHURCHILL
JEFFERY ALAN RALEIGH
DEREK ALI GRADDOCK
OMAR MAHADEEN GRADDOCK
Seychelle Steele Duckworth
Alexander Adami
Caren Mussafer Merson
HOWARD JAY LEVINE
Adam Lory
Nathan Gourd
Kyla Westover
CARL HAASPER
JOHN HOOGENBOOM
STEVEN JOSEPH DIAS
Heidi Louise Brosseau
JO ANN THIBAULT
Graham Fisk
Christopher Andrew Cichoski
OWEN D M GOLDENBOGEN
DENNIS WILLIAM VOIGT
Christopher Mingone
Judah Murray
CHRISTOPHER JAMES KASPER

Within 25 miles of Belvidere Junction, VT, Best Investors lists 11 registered investment advisory firms with 19 offices nearby, managing about $4.02T in combined regulatory AUM across 788,576 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 Belvidere Junction

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 CITIZENS SECURITIES, INC. 60,545 clients · 821 advisers $12.9B AUM 8 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM