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Best financial advisors in Goshen, VT

Registered advisers within 25 miles of Goshen, VT.

Offices
28
Firms
16
Combined AUM
$6.74T
Firm-wide filings, not assets booked only here
Clients
908K
908,252 clients when Item 5C has a number
Avg / client
$7.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
PARLIN ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Zerihune Finn
COLTON JAMES BLACKMAN
Andrew M Walts
Shawn Rook Hadwen
KENNETH B PARLIN
SHAWN M OXFORD
KRISTINE CASE PEARSALL
Brandon Michael Gorman
Leo V Connolly

Within 25 miles of Goshen, VT, Best Investors lists 16 registered investment advisory firms with 28 offices nearby, managing about $6.74T in combined regulatory AUM across 908,252 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 Goshen

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM