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Best financial advisors in Brookside, VT

Registered advisers within 25 miles of Brookside, VT.

Offices
129
Firms
72
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,630,705 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

MASCOMA WEALTH MANAGEMENT
44 NORTH CAPITAL, LLC
HANSON & DOREMUS INVESTMENT MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
BIRCHVIEW CAPITAL, LP
WORLD INVESTMENT ADVISORS, LLC
CHARLES SCHWAB & CO., INC.
BROADLAKE FINANCIAL MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
TRES PALMAS VENTURES
SHIPWRIGHT ADVISORS
DF VENTURE MANAGEMENT, LLC
HULA COMMUNITY PARTNERS, LLC
SILVERLAKE WEALTH MANAGEMENT LLC

Investors

Zuzana Kuzelova Brochu
Matthew C. Little
Bethany J Dubuque
Joplin Maycomb Weeks Wallace
JONATHAN A LANDRY
NEIL KAMAL MACKER
ARTHUR PIPIT WRIGHT
Alexander Alfred Watson
Mark Richard Andrews
Sarah Vinci Cocina
ERIC SVEN EKLOF
Elisabeth Anna Ford
ANNE WILLIAMS DOREMUS
EVAN ISAIAH PEMBERTON
Jordan Danielle Lafayette
CAROLYN SUE RAFTERY
Azulena Mahala Godeck
MICHAEL GILBERT MCCORMACK
KARI ANN PHILLIPS
BRIGETTE LOUISE WHITE
ZACHARY THOMAS MUSGRAVE
Brian Michael Lowry
William August Hauf
Mason Cole Beck
BRIAN E WOOTEN
JARON DALE NEMES
SHAUN TREVYR KING
MELANIE HEATHER BROWN
Michael Stephen Rossetti
DRENNA SYMONDS JONES
Drew DiMario
Joshua Metayer
Alec Ray Kurth
John McGillewie
ANDREW DAVID MURPHY
JOSEPH SCOTT SMITHWICK
MATTHEW AMES MALANEY
MELINDA T PAKULSKI
ROBERT S. TORNEY
KYLE R NICHOLLS
Jamieson B Thayer
JOSEPH MATTHEW DIEBOLD
DAVID NATHAN OWEN
HANS FREDERICK SMITH

Within 25 miles of Brookside, VT, Best Investors lists 72 registered investment advisory firms with 129 offices nearby, managing about $9.93T in combined regulatory AUM across 2,630,705 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 Brookside

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM