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Best financial advisors in Joes Pond, VT

Registered advisers within 25 miles of Joes Pond, VT.

Offices
47
Firms
21
Combined AUM
$5.88T
Firm-wide filings, not assets booked only here
Clients
885K
885,006 clients when Item 5C has a number
Avg / client
$6.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
OSAIC INSTITUTIONS, INC.
MILNE FINANCIAL PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VANDERBILT ADVISORY SERVICES

Investors

JACOB DAVID LAVELY
STACEY BRISSON RANDALL
ELYSIA GINGUE DAIGNEAULT
TYLER STACY CAHOON
TRAVIS CHRISTOPHER GROSSE
KENNETH RICHARD KINDER
RYAN M. ACKERMAN
STACI DAWN SMITH LANTAGNE
BARBARA ANN HOWARD
DEBORAH ANN WILLIAMS
Lauren Stinehour
Lawrence V Cipollone
Teo Lowell Ufford-Chase
Eric Jon Wilson
Shaina Calhoun
Thomas J O'Reilly
JAMES DOUGLAS MILNE
Ryan Scott Thompson
Brian S Cussimanio
Joseph Wilfred LeClair
Elizabeth A Gwatkin
David Gwatkin
John Trombetta
Joseph C Marshall
LEE ALAN WHITE
THOMAS EUGENE COUTURE
Darci L Coleman-Graves
David Gold
Brandon David Tieso
SUZANNE LAWSON SMALL
JOSEPH PAUL PREDDY
NIKKI CHALOUX
MAURICE BRENT SLEEPER
JAMES MICHAEL HUNT
WILLIAM ELI PATNO
ALEXANDRA LOUISE JOHNS
DAVID CONRAD JOHNS
ELEANOR TOBIN STUBBS
DENISE A PALMER
Bethany Brown
Harrison Wustefeld

Within 25 miles of Joes Pond, VT, Best Investors lists 21 registered investment advisory firms with 47 offices nearby, managing about $5.88T in combined regulatory AUM across 885,006 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 Joes Pond

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM