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Best financial advisors in Newport, VT

Registered advisers within 25 miles of Newport, VT.

Offices
5
Firms
4
Combined AUM
$1.85T
Firm-wide filings, not assets booked only here
Clients
238K
238,358 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC INSTITUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Investors

PAUL MAURICE DECELLES
Robert S Thompson
Heather Trudeau
Daniel Pellerin
SUZANNE LAWSON SMALL

Within 25 miles of Newport, VT, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.85T in combined regulatory AUM across 238,358 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 Newport

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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM