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Best financial advisors in E Berkshire, VT

Registered advisers within 25 miles of E Berkshire, VT.

Offices
7
Firms
6
Combined AUM
$2.04T
Firm-wide filings, not assets booked only here
Clients
307K
307,183 clients when Item 5C has a number
Avg / client
$6.64M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

JEFFERY ALAN RALEIGH
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
KERRI IRICK CHURCHILL
STEVEN JOSEPH DIAS
Robert S Thompson
Heather Trudeau
PAUL MAURICE DECELLES

Within 25 miles of E Berkshire, VT, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $2.04T in combined regulatory AUM across 307,183 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 E Berkshire

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 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM