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Best financial advisors in Jeffersonvlle, VT

Registered advisers within 25 miles of Jeffersonvlle, VT.

Offices
108
Firms
67
Combined AUM
$9.74T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,574,042 clients when Item 5C has a number
Avg / client
$3.78M
Combined AUM ÷ clients

Nearby offices

Firms

ONE DAY IN JULY LLC
EDWARD JONES
MORGAN STANLEY
CONTINUUM ADVISORY, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
DWV ADVISORS, LLC
CITIZENS SECURITIES, INC.
EQUITY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
GIBBS WEALTH MANAGEMENT, LLC

Investors

Seth Patrick Gillim
John Dearl Youland
Sara Lory
Richard Paul Jacobs
Christopher Clayton Reed
DEREK ALI GRADDOCK
OMAR MAHADEEN GRADDOCK
Seychelle Steele Duckworth
Alexander Adami
Caren Mussafer Merson
HOWARD JAY LEVINE
Adam Lory
Nathan Gourd
Kyla Westover
CARL HAASPER
JOHN HOOGENBOOM
Heidi Louise Brosseau
KERRI IRICK CHURCHILL
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
Graham Fisk
Christopher Andrew Cichoski
OWEN D M GOLDENBOGEN
DENNIS WILLIAM VOIGT
Christopher Mingone
JO ANN THIBAULT
Judah Murray
CHRISTOPHER JAMES KASPER
JEFFREY TODD MOULTON
JOHN OLAF OLSON
CATHERINE ALICE HARRIS

Within 25 miles of Jeffersonvlle, VT, Best Investors lists 67 registered investment advisory firms with 108 offices nearby, managing about $9.74T in combined regulatory AUM across 2,574,042 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 Jeffersonvlle

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 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM