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Best financial advisors in Bridport, VT

Registered advisers within 25 miles of Bridport, VT.

Offices
12
Firms
10
Combined AUM
$2.77T
Firm-wide filings, not assets booked only here
Clients
387K
387,136 clients when Item 5C has a number
Avg / client
$7.16M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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

Within 25 miles of Bridport, VT, Best Investors lists 10 registered investment advisory firms with 12 offices nearby, managing about $2.77T in combined regulatory AUM across 387,136 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 Bridport

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 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 6 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 7 ONE DAY IN JULY LLC 13 advisers $1.36B AUM 8 MARBLE TRAIL ADVISORS 7 clients · 6 advisers $583M AUM