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Best financial advisors in Derby, VT

Registered advisers within 25 miles of Derby, VT.

Offices
5
Firms
5
Combined AUM
$1.99T
Firm-wide filings, not assets booked only here
Clients
307K
307,173 clients when Item 5C has a number
Avg / client
$6.48M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Daniel Pellerin
PAUL MAURICE DECELLES
Heather Trudeau
Robert S Thompson
JACQUELINE WHITE RUPERT
AARON FRANCIS SMITH
Rafael Sternbach - Le Noury

Within 25 miles of Derby, VT, Best Investors lists 5 registered investment advisory firms with 5 offices nearby, managing about $1.99T in combined regulatory AUM across 307,173 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 Derby

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM