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Best financial advisors in Cabot, VT

Registered advisers within 25 miles of Cabot, VT.

Offices
43
Firms
19
Combined AUM
$5.49T
Firm-wide filings, not assets booked only here
Clients
879K
879,464 clients when Item 5C has a number
Avg / client
$6.25M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
OSAIC INSTITUTIONS, INC.
MILNE FINANCIAL PLANNING, INC.
VANDERBILT ADVISORY SERVICES
GREENHILL FINANCIAL PARTNERS
CETERA INVESTMENT ADVISERS LLC
MAPLE CAPITAL MANAGEMENT, INC.

Investors

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
Lauren Stinehour
Lawrence V Cipollone
Teo Lowell Ufford-Chase
Eric Jon Wilson
Shaina Calhoun
Thomas J O'Reilly
JAMES DOUGLAS MILNE
Ryan Scott Thompson
Brian S Cussimanio
Joseph Wilfred LeClair
Elizabeth A Gwatkin
David Gwatkin
Harrison Wustefeld
Rebecca L Teese
STEVEN ALAN MORNEAU
Dominic Stilwell
Kasandra Reid
Martin Jay Thomas
Christopher Andrew Cichoski
LEE ALAN WHITE
Thomas Wayne Rawlings
Timothy James Wooster
RICHARD JOHN LITCHFIELD
RAMSEY A LUHR
ELIZABETH SARAH HINCHLIFFE LEWIS
FJOLLA BUZA-SOTAK
Caitlyn Wilkin
Connor G Herbruck
David J Bosworth
Brody Jordan Hoffman
Marc Gwinn
THOMAS EUGENE COUTURE
Darci L Coleman-Graves
David Gold
Brandon David Tieso
SUZANNE LAWSON SMALL
JOSEPH PAUL PREDDY
NIKKI CHALOUX

Within 25 miles of Cabot, VT, Best Investors lists 19 registered investment advisory firms with 43 offices nearby, managing about $5.49T in combined regulatory AUM across 879,464 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 Cabot

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM