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Best financial advisors in Killington, VT

Registered advisers within 25 miles of Killington, VT.

Offices
50
Firms
35
Combined AUM
$8.94T
Firm-wide filings, not assets booked only here
Clients
2.24M
2,242,150 clients when Item 5C has a number
Avg / client
$3.99M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
GREENHILL FINANCIAL PARTNERS
MORGAN STANLEY
UBS FINANCIAL SERVICES INC.
CITIZENS SECURITIES, INC.
MML INVESTORS SERVICES, LLC
PFS INVESTMENTS INC.

Investors

Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Brooke Ann Smith
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
STEVEN ALAN MORNEAU
Dominic Stilwell
COLTON JAMES BLACKMAN
Zerihune Finn
RICHARD L RODRIGUE
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Timothy Matthew Bloomer
DEREK JOHN PIERCE
PATRICK JOSEPH DUNN
Brandon Michael Gorman
Leo V Connolly

Within 25 miles of Killington, VT, Best Investors lists 35 registered investment advisory firms with 50 offices nearby, managing about $8.94T in combined regulatory AUM across 2,242,150 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 Killington

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM