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Best financial advisors in Lake Dunmore, VT

Registered advisers within 25 miles of Lake Dunmore, VT.

Offices
32
Firms
18
Combined AUM
$6.82T
Firm-wide filings, not assets booked only here
Clients
915K
915,054 clients when Item 5C has a number
Avg / client
$7.46M
Combined AUM ÷ clients

Nearby offices

Firms

MARBLE TRAIL ADVISORS
ONE DAY IN JULY LLC
CAPITAL CITIES INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
EDWARD JONES
EQUITY SERVICES, INC.
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
PARLIN ADVISORS LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Carrie Foster McDonnell
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
CLARA JEAN CHARLEBOIS Melendy
PATRICK JOSEPH DUNN
SHAWN M OXFORD
KRISTINE CASE PEARSALL
Andrew M Walts
Aaron Christopher Robertson
WILLIAM FRANK KOSTER
KARINA AVERY TARTE
CRAIG ANTON EILERS
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Brandon Michael Gorman
KENNETH B PARLIN
Leo V Connolly
Brooke Ann Smith
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY

Within 25 miles of Lake Dunmore, VT, Best Investors lists 18 registered investment advisory firms with 32 offices nearby, managing about $6.82T in combined regulatory AUM across 915,054 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 Lake Dunmore

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM