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Best financial advisors in Marlboro, VT

Registered advisers within 25 miles of Marlboro, VT.

Offices
2
Firms
2
Combined AUM
$254B
Firm-wide filings, not assets booked only here
Clients
68.8K
68,815 clients when Item 5C has a number
Avg / client
$3.70M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC

Investors

SARA K KERMENSKI
SCOTT DANA GORDON-MACEY
MATTHEW Jeffrey GORDON-MACEY

Within 25 miles of Marlboro, VT, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $254B in combined regulatory AUM across 68,815 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 Marlboro

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 2 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM