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Best financial advisors in Felchville, VT

Registered advisers within 25 miles of Felchville, VT.

Offices
72
Firms
46
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
2.47M
2,467,203 clients when Item 5C has a number
Avg / client
$4.36M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
CIF MANAGEMENT INC.
PFS INVESTMENTS INC.
EDWARD JONES
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
AFS WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.
LOUDON INVESTMENT MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC INSTITUTIONS, INC.
TRG INVESTMENT ADVISORS, LLC
FENWICK INVESTMENTS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROUND TABLE INVESTMENT MANAGEMENT, LLC

Investors

DEREK JOHN PIERCE
ROBERT EDWARD WALKER
DEBRA ANN COX
Daniel Richardson
Amy Lynne Duffy
Steven Potwin
Martha Coranna Maki
Kayla Ann Putnam
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Hudsen Walter Hagland
Scott Edward Beckman
EMILY LOUDON SANDS
JOHN JOSEPH SANDS
LYNN O'MEALIA
DOUGLAS MACGILVRAY LOUDON
JOHN CAPUTO
RALPH CAPUTO
JARED COLIN CORREA PETRIZZI
Dennis Mark Gambino
STEVEN THOMAS BURNETT
CARL GEORGE BULGINI
KEITH D. LEWANDOSKI
BRYAN FRANCIS MCPHERSON
Ryan Maurice LaCroix
COLTON JAMES BLACKMAN
Zerihune Finn

Within 25 miles of Felchville, VT, Best Investors lists 46 registered investment advisory firms with 72 offices nearby, managing about $10.8T in combined regulatory AUM across 2,467,203 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 Felchville

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM