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Best financial advisors in Burke, VT

Registered advisers within 25 miles of Burke, VT.

Offices
16
Firms
7
Combined AUM
$2.44T
Firm-wide filings, not assets booked only here
Clients
244K
243,912 clients when Item 5C has a number
Avg / client
$10.0M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
MILNE FINANCIAL PLANNING, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Joseph Wilfred LeClair
Elizabeth A Gwatkin
David Gwatkin
Brian S Cussimanio
Ryan Scott Thompson
JAMES DOUGLAS MILNE
Lauren Stinehour
Lawrence V Cipollone
Eric Jon Wilson
Shaina Calhoun
Thomas J O'Reilly
Teo Lowell Ufford-Chase
JACOB DAVID LAVELY
STACEY BRISSON RANDALL
ELYSIA GINGUE DAIGNEAULT
TYLER STACY CAHOON
TRAVIS CHRISTOPHER GROSSE
KENNETH RICHARD KINDER
RYAN M. ACKERMAN
STACI DAWN SMITH LANTAGNE
BARBARA ANN HOWARD
DEBORAH ANN WILLIAMS
Daniel Pellerin
PAUL MAURICE DECELLES
Robert S Thompson
Heather Trudeau
Jason Everett Robinson
James Benoit

Within 25 miles of Burke, VT, Best Investors lists 7 registered investment advisory firms with 16 offices nearby, managing about $2.44T in combined regulatory AUM across 243,912 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 Burke

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 7 MILNE FINANCIAL PLANNING, INC. 12 clients · 1 advisers $111M AUM