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Best financial advisors in Orwell, VT

Registered advisers within 25 miles of Orwell, VT.

Offices
26
Firms
16
Combined AUM
$6.52T
Firm-wide filings, not assets booked only here
Clients
891K
890,895 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
GREENHILL FINANCIAL PARTNERS
EDWARD JONES
EAGLE STRATEGIES LLC

Investors

RICHARD L RODRIGUE
STEVEN ALAN MORNEAU
Dominic Stilwell
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
Zerihune Finn
COLTON JAMES BLACKMAN
Cassandra Dianne Fyles Graziano

Within 25 miles of Orwell, VT, Best Investors lists 16 registered investment advisory firms with 26 offices nearby, managing about $6.52T in combined regulatory AUM across 890,895 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 Orwell

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