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Best financial advisors in Bread Loaf, VT

Registered advisers within 25 miles of Bread Loaf, VT.

Offices
13
Firms
11
Combined AUM
$2.85T
Firm-wide filings, not assets booked only here
Clients
394K
393,528 clients when Item 5C has a number
Avg / client
$7.24M
Combined AUM ÷ clients

Nearby offices

Firms

MARBLE TRAIL ADVISORS
ONE DAY IN JULY LLC
CAPITAL CITIES INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
EQUITY SERVICES, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
PARLIN ADVISORS LLC

Investors

Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Carrie Foster McDonnell
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
CLARA JEAN CHARLEBOIS Melendy
SHAWN M OXFORD
KRISTINE CASE PEARSALL
Aaron Christopher Robertson
WILLIAM FRANK KOSTER
KARINA AVERY TARTE
PATRICK JOSEPH DUNN
Andrew M Walts
CRAIG ANTON EILERS
KENNETH B PARLIN

Within 25 miles of Bread Loaf, VT, Best Investors lists 11 registered investment advisory firms with 13 offices nearby, managing about $2.85T in combined regulatory AUM across 393,528 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 Bread Loaf

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 8 ONE DAY IN JULY LLC 13 advisers $1.36B AUM