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Best financial advisors in Brgwtr, VT

Registered advisers within 25 miles of Brgwtr, VT.

Offices
71
Firms
45
Combined AUM
$10.5T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,410,543 clients when Item 5C has a number
Avg / client
$4.37M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
CIF MANAGEMENT INC.
CHARLES SCHWAB & CO., INC.
EDWARD JONES
LPL FINANCIAL LLC
GREENHILL FINANCIAL PARTNERS
LOUDON INVESTMENT MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
UBS FINANCIAL SERVICES INC.
CITIZENS SECURITIES, INC.
OSAIC INSTITUTIONS, INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

DEREK JOHN PIERCE
Scott Edward Beckman
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
COLTON JAMES BLACKMAN
Zerihune Finn
STEVEN ALAN MORNEAU
Dominic Stilwell
EMILY LOUDON SANDS
JOHN JOSEPH SANDS
LYNN O'MEALIA
DOUGLAS MACGILVRAY LOUDON
JOHN CAPUTO
RALPH CAPUTO
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Brooke Ann Smith
RICHARD L RODRIGUE
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Timothy Matthew Bloomer
JARED COLIN CORREA PETRIZZI
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT

Within 25 miles of Brgwtr, VT, Best Investors lists 45 registered investment advisory firms with 71 offices nearby, managing about $10.5T in combined regulatory AUM across 2,410,543 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 Brgwtr

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM