Best financial advisors in Brookline, VT

Registered advisers within 25 miles of Brookline, VT.

Offices

60

Firms

35

Combined AUM

$6.74T

Firm-wide filings, not assets booked only here

Clients

586K

586,440 clients when Item 5C has a number

Avg / client

$11.5M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

1222 PUTNEY ROAD
BRATTLEBORO, VT 05304-8248

WELLS FARGO CLEARING SERVICES, LLC

1063 WESTERN AVE
BRATTLEBORO, VT 05301

PRENTISS SMITH & COMPANY, INC.

950 WESTERN AVENUE
BRATTLEBORO, VT 05301

10.2 miles away

LPL FINANCIAL LLC

5 LYMAN WAY
WEST CHESTERFIELD, NH 03466

10.2 miles away

EDWARD JONES

225 MAIN ST SUITE 1
BRATTLEBORO, VT 05301

11.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

114 MAIN ST 2ND FL
BRATTLEBORO, VT 05301

11.3 miles away

COMMONWEALTH FINANCIAL NETWORK

35 Frost St.
Brattleboro, VT 05301

11.3 miles away

EDWARD JONES

80 FLAT STREET SUITE 105
BRATTLEBORO, VT 05301

11.3 miles away

EDWARD JONES

28 VERNON STREET SUITE 312
BRATTLEBORO, VT 05301

11.4 miles away

EDWARD JONES

263 CANAL ST UNIT 1
BRATTLEBORO, VT 05301-6464

OSAIC INSTITUTIONS, INC.

11 Westminster Street
Walpole, NH 03608

14.4 miles away

EDWARD JONES

8 WESTMINSTER ST STE 1
WALPOLE, NH 03608

14.5 miles away

FLAGSHIP HARBOR ADVISORS, LLC

42 MAIN STREET
WALPOLE, NH 03608

14.5 miles away

EDWARD JONES

57 MAIN STREET
WALPOLE, NH 03608

14.6 miles away

BEXIL ADVISERS LLC

17 OLD DREWSVILLE RD.
WALPOLE, NH 03608

14.8 miles away

MIDAS MANAGEMENT CORPORATION

17 OLD DREWSVILLE RD.
WALPOLE, NH 03608

14.8 miles away

EDWARD JONES

16 THE SQUARE
BELLOWS FALLS, VT 05101-1335

15.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

271 OLD WALPOLE RD
KEENE, NH 03431

EDWARD JONES

650 PARK AVE
KEENE, NH 03431-1776

18.6 miles away

COMMONWEALTH FINANCIAL NETWORK

26 American Avenue
Keene, NH 03431

18.7 miles away

Firms

WELLS FARGO CLEARING SERVICES, LLC

PRENTISS SMITH & COMPANY, INC.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

OSAIC INSTITUTIONS, INC.

FLAGSHIP HARBOR ADVISORS, LLC

BEXIL ADVISERS LLC

MIDAS MANAGEMENT CORPORATION

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Andrew Jacob George

BRIDGET MARIE BOKUM

PRENTISS RICHARDSON SMITH

GERTRUDE W. SAVILLE

PENELOPE JAYNE KAUFMAN

PRENTISS CHARLES SMITH

Frederick A Brubaker

Christopher Hale Stoner

DAVID BOYD TWOMBLY

Ana Maria Saavedra

Olivia C Lezcano

TRAVIS CHARLES SHINE

Michael Taylor Brown

ANTHONY BENTON HEMMELGARN

KELLI J WARRINER

Nicholas Elvin DuBois

Matthew R DuBois

Amy Catherine Frechette

Joshua Casey Roberts

Charles Gifford Salisbury

RICHARD BRIAN ANDERSON

William Stevens

NATALIYA VASYLIVNA BERGERON

Annie J Colombie

NORMAN JOSEPH JUNIEWIC

Within 25 miles of Brookline, VT, Best Investors lists 35 registered investment advisory firms with 60 offices nearby, managing about $6.74T in combined regulatory AUM across 586,440 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 Brookline

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM