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Best financial advisors in Lake Hinevah, VT

Registered advisers within 25 miles of Lake Hinevah, VT.

Offices
34
Firms
19
Combined AUM
$8.36T
Firm-wide filings, not assets booked only here
Clients
1.76M
1,762,082 clients when Item 5C has a number
Avg / client
$4.75M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

COLTON JAMES BLACKMAN
Zerihune Finn
STEVEN ALAN MORNEAU
Dominic Stilwell
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
Hudsen Walter Hagland
ROBERT EDWARD WALKER
DEBRA ANN COX
RICHARD L RODRIGUE
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
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
Brooke Ann Smith
Daniel Richardson
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Amy Lynne Duffy

Within 25 miles of Lake Hinevah, VT, Best Investors lists 19 registered investment advisory firms with 34 offices nearby, managing about $8.36T in combined regulatory AUM across 1,762,082 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 Hinevah

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM