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Best financial advisors in Chipmans Point, VT

Registered advisers within 25 miles of Chipmans Point, VT.

Offices
25
Firms
15
Combined AUM
$6.48T
Firm-wide filings, not assets booked only here
Clients
884K
884,233 clients when Item 5C has a number
Avg / client
$7.33M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PFS INVESTMENTS INC.
PARLIN ADVISORS LLC
EDWARD JONES
MARBLE TRAIL ADVISORS
ONE DAY IN JULY LLC
CAPITAL CITIES INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
COMMONWEALTH FINANCIAL NETWORK
CITIZENS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

Andrew M Walts
PATRICK JOSEPH DUNN
KENNETH B PARLIN
Shawn Rook Hadwen
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Carrie Foster McDonnell
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
CLARA JEAN CHARLEBOIS Melendy
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
Brooke Ann Smith
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Timothy Matthew Bloomer
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
DANA VICTORIA JONES
WILLIAM LEO HADDEN
JAMES BRIAN REYNOLDS

Within 25 miles of Chipmans Point, VT, Best Investors lists 15 registered investment advisory firms with 25 offices nearby, managing about $6.48T in combined regulatory AUM across 884,233 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 Chipmans Point

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 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM