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Best financial advisors in Clarendon Springs, VT

Registered advisers within 25 miles of Clarendon Springs, VT.

Offices
19
Firms
10
Combined AUM
$5.82T
Firm-wide filings, not assets booked only here
Clients
760K
759,877 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
MORGAN STANLEY
GREENHILL FINANCIAL PARTNERS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.

Investors

COLTON JAMES BLACKMAN
Zerihune Finn
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
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
RICHARD L RODRIGUE
STEVEN ALAN MORNEAU
Dominic Stilwell
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Brooke Ann Smith
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Shawn Rook Hadwen
Claudia L Cedrone
PATRICK JOSEPH DUNN

Within 25 miles of Clarendon Springs, VT, Best Investors lists 10 registered investment advisory firms with 19 offices nearby, managing about $5.82T in combined regulatory AUM across 759,877 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 Clarendon Springs

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM