Best financial advisors in Milton, VT

Registered advisers within 25 miles of Milton, VT.

Offices

124

Firms

71

Combined AUM

$7.96T

Firm-wide filings, not assets booked only here

Clients

2.22M

2,221,099 clients when Item 5C has a number

Avg / client

$3.59M

Combined AUM ÷ clients

Nearby offices

EQUITY SERVICES, INC.

457 MILL POND ROAD
COLCHESTER, VT 05446

AMERIPRISE FINANCIAL SERVICES, LLC

905 ROOSEVELT HWY STE 220
COLCHESTER, VT 05446

EDWARD JONES

401 WATERTOWER CIR STE 204
COLCHESTER, VT 05446-1914

10.2 miles away

EDWARD JONES

20 SUSIE WILSON RD UNIT C
ESSEX JUNCTION, VT 05452

10.2 miles away

EQUITY SERVICES, INC.

354 MOUNTAIN VIEW DR. SUITE 200
COLCHESTER, VT 05446

10.4 miles away

LPL FINANCIAL LLC

354 MOUNTAIN VIEW DR STE 303
COLCHESTER, VT 05446

10.4 miles away

MML INVESTORS SERVICES, LLC

302 MOUNTAIN VIEW DRIVE SUITE 201
COLCHESTER, VT 05446

10.5 miles away

EDWARD JONES

8 ESSEX WAY SUITE 103 C
ESSEX JUNCTION, VT 05452-3422

10.7 miles away

VALIC FINANCIAL ADVISORS, INC.

476 MAIN STREET
WINOOSKI, VT 05404

10.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

26 Lake St.
Saint Albans, VT 05478

STATE FARM INVESTMENT MANAGEMENT CORP.

159 PEARL STREET SUITE 3
ESSEX JUNCTION, VT 05478

11.1 miles away

EDWARD JONES

30 Congress St Suite 102
St Albans City, VT 05478

11.2 miles away

CITIZENS SECURITIES, INC.

84 PEARL STREET MS: VTA522
ESSEX JUNCTION, VT 05452

11.3 miles away

DWV ADVISORS, LLC

76 PEARL ST SUITE 205
ESSEX JUNCTION, VT 05452

11.4 miles away

LPL FINANCIAL LLC

74 PEARL ST
ESSEX JUNCTION, VT 05452

11.4 miles away

LPL FINANCIAL LLC

77 PINE ST
BURLINGTON, VT 05401

12.8 miles away

TRG INVESTMENT ADVISORS, LLC

159 Bank Street Suite 202
Burlington, VT 05401

12.8 miles away

LPL FINANCIAL LLC

150 BANK STREET
BURLINGTON, VT 05401

12.8 miles away

AMOR FATI FINANCIAL SERVICES LLC

307 JUNIPER DRIVE
SOUTH BURLINGTON, VT 05403

12.9 miles away

MML INVESTORS SERVICES, LLC

100 Bank St Suite 500
Burlington, VT 05401

12.9 miles away

Firms

EQUITY SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

MML INVESTORS SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

CITIZENS SECURITIES, INC.

DWV ADVISORS, LLC

TRG INVESTMENT ADVISORS, LLC

AMOR FATI FINANCIAL SERVICES LLC

Investors

JO ANN THIBAULT

JEFFERY ALAN THOMPSON

BENJAMIN ADAM RUSSELL

SETH NOAH BLANCHARD

JASON KARL DUBOIS

Kristi Dawn Rocheleau

TIMOTHY S WALSH

Benjamin Kelley Harris

Colin Michael Atkinson

Christopher Andrew Cichoski

STEPHEN O ROBERTS

DAWN MICHELLE DAMELIO

DANIEL JOHN STREETER

JEFFREY MARC HALLER

TODD KELVIN NEIL

ALEC EDWARD HOKE

GREGORY PAUL KAUSCH

STARR HICKOK BARNUM

MARC ALLEN WEGRZYNOWSKI

MICHAEL GLENN CASTILLO

WILLIAM TYLER HINMAN

CHRISTOPHER A SARAS

MICHELLE PRAIRIE LAWRENCE

BRITTINY BELMONTE RAZZANO

MEGAN TAYLOR HAND

VICTORIA K TERRAZZINO

AARON SCOTT GAINES

TRYSTAN J MADDALENA

THOMAS JOSEPH DIGIACOMO

RANDALL SCOTT RANER

DAVID MICHAEL MYSLIWIEC

THOMAS MICHAEL KASPRZAK

SAMUEL LEONARDO TERRAZZINO

MICHAEL EMERICK MCCORMICK

RICHARD FRANK FRONTERA

MEREDITH TROTT AUGUSTONI

MICHAEL CHRIS DONNELLY

MARK EDWARD HENDERSON

KYLE ROBERT CHO JABLONSKI

ELIZABETH ANN HOFFMAN

KARINA AVERY TARTE

GABRIEL JOSEPH JEWULA

Gregory Luke Lemieux

JOSEPH DON MALBOEUF

BRAD LEE MARTIN

JASON MICHAEL MCFAUL

Bryn Crowley Rykr

Robert Lauren Johnson

ROGER LANE WEBSTER

SHAWN DAVID MORIN

Gilles Adam Owen

JOHN JEROME BUCKLEY

Heidi Louise Brosseau

VINCENT PATRICK GUY

MATHEW WARREN SMITH

KERRI IRICK CHURCHILL

CHRISTOPHER JAMES KASPER

Jeffrey S. Barney

Nathanael Stephen Vincent

Christopher Mingone

DENNIS WILLIAM VOIGT

OWEN D M GOLDENBOGEN

Chet Dylan Schwartz

Max Johann Rooney

CLINTON TYLER WOOD

SHANE WILLIAM HICKEY

ETHAN W BALDWIN

Brittany June LeClair

SHAWN MICHAEL ZWICK

Nicholas Ryan Roop

Andrew Howrigan

DAKOTA ANNE BRIZENDINE

Within 25 miles of Milton, VT, Best Investors lists 71 registered investment advisory firms with 124 offices nearby, managing about $7.96T in combined regulatory AUM across 2,221,099 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 Milton

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM