Best Investors Account Sign in

Best financial advisors in Brandon, VT

Registered advisers within 25 miles of Brandon, VT.

Offices
30
Firms
18
Combined AUM
$7.00T
Firm-wide filings, not assets booked only here
Clients
977K
977,030 clients when Item 5C has a number
Avg / client
$7.16M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
MARBLE TRAIL ADVISORS
ONE DAY IN JULY LLC
COMMONWEALTH FINANCIAL NETWORK
CAPITAL CITIES INVESTMENTS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
CITIZENS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
GREENHILL FINANCIAL PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

PATRICK JOSEPH DUNN
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Carrie Foster McDonnell
Brooke Ann Smith
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
JAMES BRIAN REYNOLDS
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
RICHARD L RODRIGUE
Timothy Matthew Bloomer
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
STEVEN ALAN MORNEAU
Dominic Stilwell
CLARA JEAN CHARLEBOIS Melendy

Within 25 miles of Brandon, VT, Best Investors lists 18 registered investment advisory firms with 30 offices nearby, managing about $7.00T in combined regulatory AUM across 977,030 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 Brandon

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM