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Best financial advisors in Brookville, VT

Registered advisers within 25 miles of Brookville, VT.

Offices
70
Firms
43
Combined AUM
$4.42T
Firm-wide filings, not assets booked only here
Clients
1.83M
1,828,030 clients when Item 5C has a number
Avg / client
$2.42M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL CITIES INVESTMENTS
ONE DAY IN JULY LLC
MARBLE TRAIL ADVISORS
EDWARD JONES
EQUITY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
ADDISONMANAGEMENT, INC.
M. KRAUS & COMPANY
PFS INVESTMENTS INC.
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC

Investors

SHAWN M OXFORD
KRISTINE CASE PEARSALL
CLARA JEAN CHARLEBOIS Melendy
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
Carrie Foster McDonnell
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
WILLIAM FRANK KOSTER
Aaron Christopher Robertson
KARINA AVERY TARTE
CRAIG ANTON EILERS
DENISE MARIE DALTON
TRAVIS BENJAMIN UNGER
KATHERINE HELENE STILL
AILEEN JANE KRAUS
CHRISTOPHER MICHAEL CAPANO
Braden Rob Prentice
PATRICK JOSEPH DUNN
TINA M LAGROW
ANTOINE TROY WILLIAMS
Andrew M Walts
TIMOTHY A MONTY
KYLE TRAVIS PRESSON
TOBIN CARROLL NADEAU
Kylie E Richards
George E. Lee
Abraham Philip Trabulsy

Within 25 miles of Brookville, VT, Best Investors lists 43 registered investment advisory firms with 70 offices nearby, managing about $4.42T in combined regulatory AUM across 1,828,030 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 Brookville

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM