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Best financial advisors in East Barre, VT

Registered advisers within 25 miles of East Barre, VT.

Offices
34
Firms
15
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
397K
396,596 clients when Item 5C has a number
Avg / client
$8.71M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
MILNE FINANCIAL PLANNING, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

John Trombetta
Joseph C Marshall
JOHN FRANCIS FRICKE
RANDALL ERNEST SAULNIER
Leo V Connolly
Brandon Michael Gorman
Bruce Karl Walbridge
Nicholas Allen Hart
JACOB DAVID LAVELY
STACEY BRISSON RANDALL
ELYSIA GINGUE DAIGNEAULT
TYLER STACY CAHOON
TRAVIS CHRISTOPHER GROSSE
KENNETH RICHARD KINDER
RYAN M. ACKERMAN
STACI DAWN SMITH LANTAGNE
BARBARA ANN HOWARD
DEBORAH ANN WILLIAMS
Teo Lowell Ufford-Chase
Lauren Stinehour
Lawrence V Cipollone
Eric Jon Wilson
Shaina Calhoun
Thomas J O'Reilly
JAMES DOUGLAS MILNE
CRAIG ANTON EILERS

Within 25 miles of East Barre, VT, Best Investors lists 15 registered investment advisory firms with 34 offices nearby, managing about $3.46T in combined regulatory AUM across 396,596 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 East Barre

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM