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Best financial advisors in Montpelier, VT

Registered advisers within 25 miles of Montpelier, VT.

Offices
37
Firms
19
Combined AUM
$5.37T
Firm-wide filings, not assets booked only here
Clients
886K
885,837 clients when Item 5C has a number
Avg / client
$6.06M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
NLG CAPITAL LLC
ESI FINANCIAL ADVISORS
VANDERBILT ADVISORY SERVICES
GREENHILL FINANCIAL PARTNERS
EDWARD JONES
MAPLE CAPITAL MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC

Investors

James Justin Towne
JUAN CELSO MEDINACELI GEPIGON
THOMAS CLAUDE LONGFELLOW
ROBERT FRANKLIN
REBECCA NASSAR DUNNE
STACI E FALL
LAURA BETH FREE
PENNY LYNN VINSON
TYLER J TUTINO
DAVID ALLEN CURTIN
LOREN SHANE JENSON
DANIEL FRANCIS RANDALL
KATHRYNE ANN STUEMPERT
ANDREW GERARD HOSSE
Christopher Michael Colby
MELISSA ANN RAYMER
MICHAEL J FLETCHER
JUSTIN RICHARD SETTER
DANIEL ROBERT HOUSE
ABRAM JAMES NUNES
BENJAMIN GERALD ZARZYCKI
JAMES TENBROECK BAUMANN
ELIZABETH HEETER
NICHOLAS A AUDET
SAMUEL JOHN KEENAN
BRANDON LAFAYETTE FALKQUAY
GREGORY DWIGHT TEESE
LAURA LEWANDOSKY PLOURDE
FRANK MICHAEL LUCIA
MICHAEL JOHN BRANDA
ALEX MARCUS DAVID
SCOTT PATRICK MAITLAND
BRIAN ANTHONY NEAL
NEIL HOWARD RESNIK
BRIAN PAUL BRANDA
GARY TUCKER GOSS
MICHAEL ALLEN GOSS
WHITLEY PARKS MOTT
TREVOR MICHAEL MORLEY
JOSHUA C. MALLERY
JAMES ANTHONY MIRABILE
HELENE F. LINO
OREN SHER
AIDAN JOSEPH COSTELLO
Harrison Wustefeld
STEVEN ALAN MORNEAU
Dominic Stilwell
Kasandra Reid
Rebecca L Teese
Martin Jay Thomas
Christopher Andrew Cichoski
Marc Gwinn
Thomas Wayne Rawlings
Timothy James Wooster
RICHARD JOHN LITCHFIELD
RAMSEY A LUHR
ELIZABETH SARAH HINCHLIFFE LEWIS
FJOLLA BUZA-SOTAK
Caitlyn Wilkin
Connor G Herbruck
David J Bosworth
Brody Jordan Hoffman
William Albert Pikul
THOMAS EUGENE COUTURE
Darci L Coleman-Graves
David Gold
Brandon David Tieso
SUZANNE LAWSON SMALL
JOSEPH PAUL PREDDY
LEE ALAN WHITE
NIKKI CHALOUX
MAURICE BRENT SLEEPER
JAMES MICHAEL HUNT
WILLIAM ELI PATNO
ALEXANDRA LOUISE JOHNS
DAVID CONRAD JOHNS
ELEANOR TOBIN STUBBS
DENISE A PALMER
Bethany Brown
Bruce Karl Walbridge
Nicholas Allen Hart
CYNTHIA LYNN BRYANT
SARAH JILL WILKINSON
David Tomasi Babic

Within 25 miles of Montpelier, VT, Best Investors lists 19 registered investment advisory firms with 37 offices nearby, managing about $5.37T in combined regulatory AUM across 885,837 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 Montpelier

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM