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Best financial advisors in Fair Haven, VT

Registered advisers within 25 miles of Fair Haven, VT.

Offices
27
Firms
15
Combined AUM
$5.82T
Firm-wide filings, not assets booked only here
Clients
760K
759,884 clients when Item 5C has a number
Avg / client
$7.66M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PARLIN ADVISORS LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
MORGAN STANLEY
CITIZENS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
GREENHILL FINANCIAL PARTNERS

Investors

Shawn Rook Hadwen
KENNETH B PARLIN
Andrew M Walts
PATRICK JOSEPH DUNN
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
Timothy Matthew Bloomer
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
RICHARD L RODRIGUE
Brooke Ann Smith
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
DANA VICTORIA JONES
WILLIAM LEO HADDEN
JAMES BRIAN REYNOLDS
STEVEN ALAN MORNEAU
Dominic Stilwell
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
Zerihune Finn
COLTON JAMES BLACKMAN

Within 25 miles of Fair Haven, VT, Best Investors lists 15 registered investment advisory firms with 27 offices nearby, managing about $5.82T in combined regulatory AUM across 759,884 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 Fair Haven

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM