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Best financial advisors in Lake Morey, VT

Registered advisers within 25 miles of Lake Morey, VT.

Offices
53
Firms
38
Combined AUM
$8.53T
Firm-wide filings, not assets booked only here
Clients
2.32M
2,322,017 clients when Item 5C has a number
Avg / client
$3.67M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
BRENDEL FINANCIAL ADVISORS LLC
JMH WEALTH MANAGEMENT, LLC
WADSWORTH & DAULAIRE FINANCIAL PLANNERS
SJ BOYLE WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OTTO & ASSOCIATES, INC.
CLEAN YIELD ASSET MANAGEMENT
MONEY CONCEPTS CAPITAL CORP
CWM, LLC
THE LYME TIMBER COMPANY LLC
RAYMOND JAMES & ASSOCIATES, INC.
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
MORGAN STANLEY
BOREALIS VENTURES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

RANDALL ERNEST SAULNIER
JOHN JOSEPH BRENDEL
John Joseph Brendel
COLE ETHAN HARRIS
STEPHANIE ALLISON Yaroshevich
ERIC BOOTH WADSWORTH
Leif KT Daulaire
SALLY JANE BOYLE
DANA DUELLMAN
CHARLES INGRAM DENNIS
WILLIAM THOMAS
MARY VINODHINI SMITH
JEFFREY MARC HARRIS
SUSAN OTTO GOODELL
Deborah L Maher
DORIGEN RYAN HOFMANN
ERIC MICHAEL BECKER
ELIZABETH DOYLE GLENSHAW
Jenny Ngo Ly
STEPHEN CHAPMAN WINSLOW
Clara Cole
JESSICA L DUNCKLEE
DAVID WILLIAM OTTO
Killian Michael Dowd
Nathaniel Monroe Fisher
VINCENT RANDALL WHATLEY
MICHAEL DAVID TAXMAN
PAUL WAYNE REDFERN
PETER ADAM STERN
TIMOTHY ERIC STOTZ
JOHN T SOUTHER
Peter J Reilly
DAVID TIMOTHY CARRIS
JAMES PATRICK GOODRICH
William J Ksander
Connor David Regan
BERNADETTE MARIE LONGFIELD
MARIA A GILDERDALE
Ryan ROBERT Longfield
JOSEPH JOHN PALATUCCI
KIMBERLY A HOUSE
LUCY M WAGNER
ADRIAN N ALQUINTA
EVAN DERICK HUGH ROBERTS
SHELDON EDWARD STANSFIELD
Brandon Riendeau
Timothy G Draper

Within 25 miles of Lake Morey, VT, Best Investors lists 38 registered investment advisory firms with 53 offices nearby, managing about $8.53T in combined regulatory AUM across 2,322,017 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 Morey

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B 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