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Best financial advisors in Colchester, VT

Registered advisers within 25 miles of Colchester, VT.

Offices
133
Firms
72
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
2.63M
2,630,705 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

VALIC FINANCIAL ADVISORS, INC.
MML INVESTORS SERVICES, LLC
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
EDWARD JONES
AMOR FATI FINANCIAL SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
DWV ADVISORS, LLC
BULLROCK MANAGEMENT LLC
TRG INVESTMENT ADVISORS, LLC
EQUITABLE ADVISORS, LLC

Investors

VINCENT PATRICK GUY
MATHEW WARREN SMITH
BRAD LEE MARTIN
JASON MICHAEL MCFAUL
Bryn Crowley Rykr
Robert Lauren Johnson
ROGER LANE WEBSTER
SHAWN DAVID MORIN
ROSS A BURKE
Gilles Adam Owen
JOHN JEROME BUCKLEY
STEPHEN O ROBERTS
DAWN MICHELLE DAMELIO
DANIEL JOHN STREETER
JEFFREY MARC HALLER
TREVOR CONNORS
TODD KELVIN NEIL
ALEC EDWARD HOKE
GREGORY PAUL KAUSCH
STARR HICKOK BARNUM
MARC ALLEN WEGRZYNOWSKI
MICHAEL GLENN CASTILLO
WILLIAM TYLER HINMAN
CHRISTOPHER A SARAS
MICHELLE PRAIRIE LAWRENCE
BRITTINY BELMONTE RAZZANO
MEGAN TAYLOR HAND
VICTORIA K TERRAZZINO
AARON SCOTT GAINES
PAUL CARPENTER
TRYSTAN J MADDALENA
THOMAS JOSEPH DIGIACOMO
RANDALL SCOTT RANER
JOHN N KALIL
DAVID MICHAEL MYSLIWIEC
THOMAS MICHAEL KASPRZAK
SAMUEL LEONARDO TERRAZZINO
THOMAS L DOLIN
MICHAEL EMERICK MCCORMICK
RICHARD FRANK FRONTERA
MEREDITH TROTT AUGUSTONI
MICHAEL CHRIS DONNELLY
MARK EDWARD HENDERSON
DAVID LEWICKI
KYLE ROBERT CHO JABLONSKI
ELIZABETH ANN HOFFMAN
KARINA AVERY TARTE
GABRIEL JOSEPH JEWULA
Gregory Luke Lemieux
JOSEPH DON MALBOEUF
Anna Glosser
Aaron Glosser
ETHAN W BALDWIN
Marcy B Smith
JEFFERY ALAN THOMPSON
Renee M Yagoda
BENJAMIN ADAM RUSSELL
SETH NOAH BLANCHARD
JASON KARL DUBOIS
DANIEL COPPENS
Kristi Dawn Rocheleau
TIMOTHY S WALSH
Benjamin Kelley Harris
Colin Michael Atkinson
Judah Murray
CHRISTOPHER JAMES KASPER
Graham Fisk
Christopher Andrew Cichoski
Christopher Mingone
DENNIS WILLIAM VOIGT
OWEN D M GOLDENBOGEN
Amy Jo Eroh
Jennifer Anne Murphy
Kathryn Anne Cinder
JO ANN THIBAULT
CLINTON TYLER WOOD
SHANE WILLIAM HICKEY
Chet Dylan Schwartz
Max Johann Rooney
Brittany June LeClair
SHAWN MICHAEL ZWICK
Colin Pomer
Nicholas Ryan Roop
Andrew Howrigan
DAKOTA ANNE BRIZENDINE
SHANE NORRIS
Bethany Brown
SCOTT MAYNARD
BLAIR K WOLSTON
CHARLES NELSON DINKLAGE
Graham Voigt

Within 25 miles of Colchester, VT, Best Investors lists 72 registered investment advisory firms with 133 offices nearby, managing about $9.93T in combined regulatory AUM across 2,630,705 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 Colchester

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM