Best financial advisors in Greenbush, VT

Registered advisers within 25 miles of Greenbush, VT.

Offices

58

Firms

42

Combined AUM

$9.18T

Firm-wide filings, not assets booked only here

Clients

2.44M

2,443,174 clients when Item 5C has a number

Avg / client

$3.76M

Combined AUM ÷ clients

Nearby offices

PFS INVESTMENTS INC.

368 RIVER ST STE 142
SPRINGFIELD, VT 05156

EDWARD JONES

300 RIVER STREET
SPRINGFIELD, VT 05156

EDWARD JONES

41 CHESTER RD SUITE 1
SPRINGFIELD, VT 05156

CITIZENS SECURITIES, INC.

74 PLEASANT ST. MS: NH425
CLAREMONT, NH 03743

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

178 Broad Street
Claremont, NH 03743

LPL FINANCIAL LLC

145 BROAD STREET
CLAREMONT, NH 03743

AFS WEALTH MANAGEMENT LLC

288 DEPOT STREET
CHESTER, VT 05143

10.2 miles away

CIF MANAGEMENT INC.

2 QUECHEE RD
HARTLAND, VT 05048

11.2 miles away

LPL FINANCIAL LLC

223 MAINS STREET STE 10
CHARLESTOWN, NH 03603

11.8 miles away

MML INVESTORS SERVICES, LLC

21710 Maxham Meadow Way Suite 1A
Woodstock, VT 05091

16.1 miles away

LPL FINANCIAL LLC

10 NORTH MAIN STREET
NEWPORT, NH 03773

16.2 miles away

CHARLES SCHWAB & CO., INC.

267 Plainfield Rd. Suite 150
West Lebanon, NH 03784

18.1 miles away

EDWARD JONES

16 THE SQUARE
BELLOWS FALLS, VT 05101-1335

18.3 miles away

LOUDON INVESTMENT MANAGEMENT, LLC

24 AIRPORT ROAD STE 307
WEST LEBANON, NH 03784

18.4 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

THE TRADE CENTER, 24 AIRPORT RD STE 305
WEST LEBANON, NH 03784

18.4 miles away

OSAIC INSTITUTIONS, INC.

83 N Main St
West Lebanon, NH 03784

19.1 miles away

TRG INVESTMENT ADVISORS, LLC

55 Railroad Row
White River Junction , VT 05001

19.7 miles away

FENWICK INVESTMENTS, LLC

35 RAILROAD ROW 4TH FLOOR
WHITE RIVER JUNCTION, VT 05001

19.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

50 Main Street Suite A
West LeBanon, NH 03784

19.7 miles away

ROUND TABLE INVESTMENT MANAGEMENT, LLC

93 SOUTH MAIN ST SUITE #202
WEST LEBANON, NH 03784

19.8 miles away

Firms

PFS INVESTMENTS INC.

CITIZENS SECURITIES, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

LPL FINANCIAL LLC

AFS WEALTH MANAGEMENT LLC

CIF MANAGEMENT INC.

MML INVESTORS SERVICES, 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

ROBERT EDWARD WALKER

Daniel Richardson

Amy Lynne Duffy

Martha Coranna Maki

Kayla Ann Putnam

BECKY JEAN VITTUM

ASHLEIGH MARIE McFarlin

Hudsen Walter Hagland

CLAY EVERETT BELL

CHAD ALLEN BELL

DEREK JOHN PIERCE

Scott Edward Beckman

William Stevens

EMILY LOUDON SANDS

JOHN JOSEPH SANDS

DOUGLAS MACGILVRAY LOUDON

JARED COLIN CORREA PETRIZZI

Dennis Mark Gambino

STEVEN THOMAS BURNETT

CARL GEORGE BULGINI

KEITH D. LEWANDOSKI

BRYAN FRANCIS MCPHERSON

Within 25 miles of Greenbush, VT, Best Investors lists 42 registered investment advisory firms with 58 offices nearby, managing about $9.18T in combined regulatory AUM across 2,443,174 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 Greenbush

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM