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Best financial advisors in Downingville, VT

Registered advisers within 25 miles of Downingville, VT.

Offices
113
Firms
70
Combined AUM
$5.83T
Firm-wide filings, not assets booked only here
Clients
2.07M
2,067,975 clients when Item 5C has a number
Avg / client
$2.82M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
EQUITY SERVICES, INC.
CAPITAL CITIES INVESTMENTS
ONE DAY IN JULY LLC
EDWARD JONES
MARBLE TRAIL ADVISORS
LPL FINANCIAL LLC
ADDISONMANAGEMENT, INC.
M. KRAUS & COMPANY
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

Investors

SHAWN M OXFORD
KRISTINE CASE PEARSALL
CLARA JEAN CHARLEBOIS Melendy
CRAIG ANTON EILERS
KARINA AVERY TARTE
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
WILLIAM FRANK KOSTER
Aaron Christopher Robertson
Carrie Foster McDonnell
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
JOHN FRANCIS FRICKE
Bruce Karl Walbridge
Nicholas Allen Hart
DENISE MARIE DALTON
TRAVIS BENJAMIN UNGER
KATHERINE HELENE STILL
AILEEN JANE KRAUS
CHRISTOPHER MICHAEL CAPANO
Braden Rob Prentice
TINA M LAGROW
ANTOINE TROY WILLIAMS
TIMOTHY A MONTY
KYLE TRAVIS PRESSON
TOBIN CARROLL NADEAU
Kylie E Richards
George E. Lee
Abraham Philip Trabulsy

Within 25 miles of Downingville, VT, Best Investors lists 70 registered investment advisory firms with 113 offices nearby, managing about $5.83T in combined regulatory AUM across 2,067,975 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 Downingville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B 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