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Best financial advisors in Clarendon, VT

Registered advisers within 25 miles of Clarendon, VT.

Offices
23
Firms
14
Combined AUM
$8.36T
Firm-wide filings, not assets booked only here
Clients
806K
806,282 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

COLTON JAMES BLACKMAN
Zerihune Finn
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Timothy Matthew Bloomer
STEVEN ALAN MORNEAU
Dominic Stilwell
RICHARD L RODRIGUE
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
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Brooke Ann Smith
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Shawn Rook Hadwen
Claudia L Cedrone
PATRICK JOSEPH DUNN
DEREK JOHN PIERCE

Within 25 miles of Clarendon, VT, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $8.36T in combined regulatory AUM across 806,282 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

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM