Best Investors Account Sign in

Best financial advisors in North Chittenden, VT

Registered advisers within 25 miles of North Chittenden, VT.

Offices
27
Firms
15
Combined AUM
$6.62T
Firm-wide filings, not assets booked only here
Clients
953K
953,048 clients when Item 5C has a number
Avg / client
$6.95M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MORGAN STANLEY
GREENHILL FINANCIAL PARTNERS
CITIZENS SECURITIES, INC.
UBS FINANCIAL SERVICES INC.
MARBLE TRAIL ADVISORS

Investors

PATRICK JOSEPH DUNN
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Brooke Ann Smith
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
DANA VICTORIA JONES
WILLIAM LEO HADDEN
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
JAMES BRIAN REYNOLDS
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
RICHARD L RODRIGUE
STEVEN ALAN MORNEAU
Dominic Stilwell
Timothy Matthew Bloomer
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Zerihune Finn
COLTON JAMES BLACKMAN
Shawn Rook Hadwen
Brandon Michael Gorman
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO

Within 25 miles of North Chittenden, VT, Best Investors lists 15 registered investment advisory firms with 27 offices nearby, managing about $6.62T in combined regulatory AUM across 953,048 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 North Chittenden

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM