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Best financial advisors in Burlington, VT

Registered advisers within 25 miles of Burlington, VT.

Offices
136
Firms
74
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,627,267 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

TRG INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC
WESTVIEW INVESTMENT ADVISORS
MML INVESTORS SERVICES, LLC
ONE DAY IN JULY LLC
ROCK POINT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BLUE SLATE INVESTMENT MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
OAK MAPLE FINANCE, LLC
CETERA INVESTMENT ADVISERS LLC
CHAMPLAIN INVESTMENT PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
MASCOMA WEALTH MANAGEMENT
GAINGELS VENTURES LLC

Investors

CLINTON TYLER WOOD
SHANE WILLIAM HICKEY
BLAIR K WOLSTON
CHARLES NELSON DINKLAGE
Graham Voigt
Anna Carroll
STACY MABLE PUTNAM
MICHAEL O"KANE
TINA MARIE TRUAX MCCUIN
ERIC ANTHONY HALLMAN
Joshua Lawrence Graham
BENJAMIN EDWARD NOSTRAND
LOUISE DOROTHY GIBBS
Brittany June LeClair
SHAWN MICHAEL ZWICK
Colin Pomer
Nicholas Ryan Roop
Andrew Howrigan
DAKOTA ANNE BRIZENDINE
SHANE NORRIS
Bethany Brown
SCOTT MAYNARD
Daniel Patrick Cunningham
Nancy Surdek Westbrook
Christopher St. Peter McKeown
Jennifer Lauren Martinez
John Robert Slane
Kevin Patrick Murray
TODD ALAN WULFSON
Jackson Adrien Bargiello
MICHAEL LEIGHTON HUFFMAN
MICHAEL JOHN MATHON
JOSEPHINE SHOBER MILLER
Caroline Grace Russell
Burta Kelly
Matthew Dalton McBride
TIMOTHY A HUMPHREY
Chet Dylan Schwartz
Max Johann Rooney
Joseph George Hameline
Zachary Kirka
Alexander B White
RICHARD JOURET KOWALSKI
BRENDA CLAIRE KELLEY
Hans Oshiorenoyai Asoera
RYAN MANYX BARTLEY
PATTI J STEFFENS
Michael P MacConnell
THERESA A SWETT
GEORGE DONALD EWINS
Erikson Eldridge Hameline
Charles Hall
REBECCA K WALSH
CORRIE PARKER
Nicholas Kinneston
JEFFREY G KINNESTON
DANIEL JOHN REAGAN
JOSHUA S REAGAN
MATT CALHOUN
JONATHAN LEE BROOKS
JAY WILLIAM DESAUTELS
KIMBERLY RYAN NASSAR
CHRIS I O'BRIEN
SHERRAH HARRINGTON
CHARLES WILLIAM VELLA
MORGAN AUGUSTUS ADAMS
JAMIE JOOHEE HA-OBRIEN
FREDERICK PAUL REINER
DEBRA ANN ROGERS
RAYMOND EDWARD MURPHY
WILLIAM SHAW WICK
ROBERT DAVID GUTHRIE
THOMAS ROE COSINUKE
Zuzana Kuzelova Brochu
Matthew C. Little
Bethany J Dubuque
Joplin Maycomb Weeks Wallace

Within 25 miles of Burlington, VT, Best Investors lists 74 registered investment advisory firms with 136 offices nearby, managing about $9.93T in combined regulatory AUM across 2,627,267 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 Burlington

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