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Best financial advisors in Cavendish, VT

Registered advisers within 25 miles of Cavendish, VT.

Offices
47
Firms
28
Combined AUM
$6.55T
Firm-wide filings, not assets booked only here
Clients
1.87M
1,868,551 clients when Item 5C has a number
Avg / client
$3.50M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
AFS WEALTH MANAGEMENT LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CIF MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
CHARLES SCHWAB & CO., INC.
LOUDON INVESTMENT MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
TRG INVESTMENT ADVISORS, LLC
FENWICK INVESTMENTS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROUND TABLE INVESTMENT MANAGEMENT, LLC

Investors

ROBERT EDWARD WALKER
DEBRA ANN COX
Daniel Richardson
Amy Lynne Duffy
Hudsen Walter Hagland
Steven Potwin
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Martha Coranna Maki
Kayla Ann Putnam
CLAY EVERETT BELL
CHAD ALLEN BELL
DEREK JOHN PIERCE
William Stevens
Scott Edward Beckman
ROB NMN HARRIS
EMILY LOUDON SANDS
JOHN JOSEPH SANDS
LYNN O'MEALIA
DOUGLAS MACGILVRAY LOUDON
JOHN CAPUTO
RALPH CAPUTO
JARED COLIN CORREA PETRIZZI
Dennis Mark Gambino
STEVEN THOMAS BURNETT
CARL GEORGE BULGINI
KEITH D. LEWANDOSKI
BRYAN FRANCIS MCPHERSON

Within 25 miles of Cavendish, VT, Best Investors lists 28 registered investment advisory firms with 47 offices nearby, managing about $6.55T in combined regulatory AUM across 1,868,551 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 Cavendish

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM