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Best financial advisors in Heartwellville, VT

Registered advisers within 25 miles of Heartwellville, VT.

Offices
42
Firms
20
Combined AUM
$3.98T
Firm-wide filings, not assets booked only here
Clients
402K
402,091 clients when Item 5C has a number
Avg / client
$9.90M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EQUITY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
BENNINGTON FINANCIAL PLANNING GROUP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
EGGZ
WILLIAMS FINANCIAL, LLC
WELLINGTON SHIELDS & CO., LLC
WELLS FARGO CLEARING SERVICES, LLC
PRENTISS SMITH & COMPANY, INC.

Investors

Robert Adams
MARISSA LYNN MAIN
Ellen Jean Bauers
STEVEN EDWARD CHICK
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
STEPHEN CHRISTOPHER SIMMONS
JASON MICHAEL JEFFERS
Ryley C Gaudreau
JAMES EDWARD DURAND
ROBERT GEORGE ABEL
JASON ROBERT DOHANEY
SETH A SHEPARD
BRIAN DONALD MCKENNA
MICHAEL SEAN MCKENNA
DONALD BRIAN MCKENNA
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
Regina L Gray
Karen L Kettles
MICHAEL STEIN
DARYL ANN SPIRKA
Meredith Grace Phippen
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
Ellen Purinton
William Robert Purinton
Timothy Gaulin
SEAN TYLER LEBLANC
BRIDGET MARIE BOKUM
PRENTISS RICHARDSON SMITH
GERTRUDE W. SAVILLE
PENELOPE JAYNE KAUFMAN
PRENTISS CHARLES SMITH
Frederick A Brubaker
Amy Catherine Frechette
Joshua Casey Roberts

Within 25 miles of Heartwellville, VT, Best Investors lists 20 registered investment advisory firms with 42 offices nearby, managing about $3.98T in combined regulatory AUM across 402,091 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 Heartwellville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM