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Best financial advisors in Berkshire Center, VT

Registered advisers within 25 miles of Berkshire Center, VT.

Offices
7
Firms
5
Combined AUM
$2.02T
Firm-wide filings, not assets booked only here
Clients
307K
307,176 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
ONE DAY IN JULY LLC

Investors

JEFFERY ALAN RALEIGH
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
KERRI IRICK CHURCHILL
STEVEN JOSEPH DIAS
John Dearl Youland
Sara Lory
Seth Patrick Gillim
Richard Paul Jacobs
Christopher Clayton Reed

Within 25 miles of Berkshire Center, VT, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $2.02T in combined regulatory AUM across 307,176 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 Berkshire Center

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 5 ONE DAY IN JULY LLC 13 advisers $1.36B AUM