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Best financial advisors in North Pownal, VT

Registered advisers within 25 miles of North Pownal, VT.

Offices
73
Firms
39
Combined AUM
$6.19T
Firm-wide filings, not assets booked only here
Clients
1.35M
1,345,103 clients when Item 5C has a number
Avg / client
$4.60M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
BENNINGTON FINANCIAL PLANNING GROUP
EQUITY SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
WILLIAMS FINANCIAL, LLC
KESTRA ADVISORY SERVICES, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CAMBRIDGE WEALTH MANAGEMENT, LLC
WEATHERHELM CAPITAL MANAGEMENT LLC
FAGAN ASSOCIATES INC
CETERA INVESTMENT ADVISERS LLC

Investors

Ryley C Gaudreau
BRIAN DONALD MCKENNA
MICHAEL SEAN MCKENNA
DONALD BRIAN MCKENNA
STEPHEN CHRISTOPHER SIMMONS
JASON MICHAEL JEFFERS
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
DARYL ANN SPIRKA
Meredith Grace Phippen
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI
JAMES EDWARD DURAND
ROBERT GEORGE ABEL
JASON ROBERT DOHANEY
SETH A SHEPARD
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
STEVEN EDWARD CHICK
Ellen Jean Bauers
Robert Adams
MARISSA LYNN MAIN
STEPHEN HOWARD LULLA
MITSUO ELI LOCKROW
JASON CLARK KASTNER
Regina L Gray
Karen L Kettles
SEAN TYLER LEBLANC
AARON JOSEPH FAGAN
DOUGLAS WILLIAM KEENHOLTS
DENNIS PATRICK FAGAN
DREW JONATHAN PRESCOTT

Within 25 miles of North Pownal, VT, Best Investors lists 39 registered investment advisory firms with 73 offices nearby, managing about $6.19T in combined regulatory AUM across 1,345,103 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 Pownal

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 EDELMAN FINANCIAL ENGINES 322,130 clients · 756 advisers $326B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM