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Best financial advisors in Middlebury, VT

Registered advisers within 25 miles of Middlebury, VT.

Offices
17
Firms
14
Combined AUM
$2.88T
Firm-wide filings, not assets booked only here
Clients
394K
393,571 clients when Item 5C has a number
Avg / client
$7.32M
Combined AUM ÷ clients

Nearby offices

Firms

MARBLE TRAIL ADVISORS
ONE DAY IN JULY LLC
CAPITAL CITIES INVESTMENTS
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
EQUITY SERVICES, INC.
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
PARLIN ADVISORS LLC
GANNETT WEALTH ADVISORS
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
SILVER BIRCH FINANCIAL LLC

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
SHAWN M OXFORD
KRISTINE CASE PEARSALL
Aaron Christopher Robertson
WILLIAM FRANK KOSTER
KARINA AVERY TARTE
PATRICK JOSEPH DUNN
Andrew M Walts
CRAIG ANTON EILERS
KENNETH B PARLIN
Corey William Thacker
David Giuliani
JACOB HUNTER DUCHARME
BRIAN E WOOTEN
AMY Jo MAYHEW

Within 25 miles of Middlebury, VT, Best Investors lists 14 registered investment advisory firms with 17 offices nearby, managing about $2.88T in combined regulatory AUM across 393,571 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 Middlebury

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 6 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 237 advisers $30.5B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM