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Best financial advisors in Johnson, VT

Registered advisers within 25 miles of Johnson, VT.

Offices
24
Firms
15
Combined AUM
$4.94T
Firm-wide filings, not assets booked only here
Clients
953K
952,565 clients when Item 5C has a number
Avg / client
$5.19M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

John Dearl Youland
Sara Lory
Seth Patrick Gillim
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
Bruce Karl Walbridge
Nicholas Allen Hart
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
KERRI IRICK CHURCHILL
OWEN D M GOLDENBOGEN
DENNIS WILLIAM VOIGT
Christopher Mingone
Graham Fisk
Christopher Andrew Cichoski
Judah Murray
CHRISTOPHER JAMES KASPER
JO ANN THIBAULT
JOHN OLAF OLSON
DAVID JOSEPH MAHER
PAUL DAVID BRIODY
JENNIFER KRISTEN NAVIN
SHERYL JEAN DAVIS

Within 25 miles of Johnson, VT, Best Investors lists 15 registered investment advisory firms with 24 offices nearby, managing about $4.94T in combined regulatory AUM across 952,565 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 Johnson

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 ADVICE AND PLANNING SERVICES 35,647 clients · 1,783 advisers $37.9B AUM 8 FIRST COMMAND ADVISORY SERVICES 1,013 clients · 1,127 advisers $24.4B AUM