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Best financial advisors in Grahamville, VT

Registered advisers within 25 miles of Grahamville, VT.

Offices
38
Firms
21
Combined AUM
$8.37T
Firm-wide filings, not assets booked only here
Clients
806K
806,291 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

AFS WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
EDWARD JONES
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CIF MANAGEMENT INC.
MML INVESTORS SERVICES, LLC
GREENHILL FINANCIAL PARTNERS
UBS FINANCIAL SERVICES INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY

Investors

Hudsen Walter Hagland
ROBERT EDWARD WALKER
DEBRA ANN COX
Daniel Richardson
Amy Lynne Duffy
CLAY EVERETT BELL
CHAD ALLEN BELL
Steven Potwin
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Martha Coranna Maki
Kayla Ann Putnam
COLTON JAMES BLACKMAN
Zerihune Finn
DEREK JOHN PIERCE
STEVEN ALAN MORNEAU
Dominic Stilwell
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
RICHARD L RODRIGUE
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Timothy Matthew Bloomer
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY

Within 25 miles of Grahamville, VT, Best Investors lists 21 registered investment advisory firms with 38 offices nearby, managing about $8.37T in combined regulatory AUM across 806,291 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 Grahamville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM