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Best financial advisors in Mcindoe Falls, VT

Registered advisers within 25 miles of Mcindoe Falls, VT.

Offices
31
Firms
12
Combined AUM
$3.73T
Firm-wide filings, not assets booked only here
Clients
395K
395,270 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC

Investors

Keith LaCroix
ALEXANDRA LOUISE JOHNS
DAVID CONRAD JOHNS
ELEANOR TOBIN STUBBS
DENISE A PALMER
Bethany Brown
CYNTHIA LYNN BRYANT
MAURICE BRENT SLEEPER
JAMES MICHAEL HUNT
WILLIAM ELI PATNO
LEE ALAN WHITE
SARAH JILL WILKINSON
David Tomasi Babic
NIKKI CHALOUX
Brandon David Tieso
SUZANNE LAWSON SMALL
JOSEPH PAUL PREDDY
THOMAS EUGENE COUTURE
Darci L Coleman-Graves
David Gold
William Albert Pikul

Within 25 miles of Mcindoe Falls, VT, Best Investors lists 12 registered investment advisory firms with 31 offices nearby, managing about $3.73T in combined regulatory AUM across 395,270 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 Mcindoe Falls

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM