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

ONE DAY IN JULY LLC
CAPITAL CITIES INVESTMENTS
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Carrie Foster McDonnell
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
Leo V Connolly
CLARA JEAN CHARLEBOIS Melendy
Andrew M Walts
MALCOLM WINSLOW MEAD

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