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Best financial advisors in Franklin, VT

Registered advisers within 25 miles of Franklin, VT.

Offices
4
Firms
4
Combined AUM
$2.02T
Firm-wide filings, not assets booked only here
Clients
307K
307,176 clients when Item 5C has a number
Avg / client
$6.58M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

JEFFERY ALAN RALEIGH
STEVEN JOSEPH DIAS
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
KERRI IRICK CHURCHILL

Within 25 miles of Franklin, VT, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $2.02T in combined regulatory AUM across 307,176 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 Franklin

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