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Best financial advisors in Cambridgeport, VT

Registered advisers within 25 miles of Cambridgeport, VT.

Offices
59
Firms
33
Combined AUM
$6.75T
Firm-wide filings, not assets booked only here
Clients
647K
646,976 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AFS WEALTH MANAGEMENT LLC
OSAIC INSTITUTIONS, INC.
BEXIL ADVISERS LLC
MIDAS MANAGEMENT CORPORATION
FLAGSHIP HARBOR ADVISORS, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

William Stevens
Hudsen Walter Hagland
Steve R Palmer
Charles Gifford Salisbury
Jessica Fuller
Ryan P Astley
RICHARD BRIAN ANDERSON
CLAY EVERETT BELL
CHAD ALLEN BELL
Amy Lynne Duffy
Daniel Richardson
ROBERT EDWARD WALKER
DEBRA ANN COX
NATALIYA VASYLIVNA BERGERON
NORMAN JOSEPH JUNIEWIC
Andrew Jacob George
Christopher Hale Stoner
DAVID BOYD TWOMBLY
Adam Colombie
Annie J Colombie
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Steven Potwin
Martha Coranna Maki
Kayla Ann Putnam

Within 25 miles of Cambridgeport, VT, Best Investors lists 33 registered investment advisory firms with 59 offices nearby, managing about $6.75T in combined regulatory AUM across 646,976 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 Cambridgeport

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM