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Best financial advisors in Plymouth, VT

Registered advisers within 25 miles of Plymouth, VT.

Offices
61
Firms
38
Combined AUM
$9.86T
Firm-wide filings, not assets booked only here
Clients
2.29M
2,285,574 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

DEREK JOHN PIERCE
COLTON JAMES BLACKMAN
Zerihune Finn
Lon Allen Smith
KANDI GRAHAM
Kirk Austin Smith
STEVEN ALAN MORNEAU
Dominic Stilwell
JAMES BRIAN REYNOLDS
DANA VICTORIA JONES
WILLIAM LEO HADDEN
RICHARD L RODRIGUE
TIMOTHY STEPHEN O'CONNOR
KATHERINE BOUCHER BRADY
Brooke Ann Smith
SAMUEL JOSEPH GROOM
JESSICA LEE ANDERSON
ALICIA ANN MUNUKKA
MARGARET A JONES
PAMELA ANN BRILEYA
Caitlin Marie Perry
PETER PEABODY KELLEY
JOHN CRAWFORD HAMILTON
Timothy Matthew Bloomer
CHRISTINE E CORBIN
JENNA T HALL
ROBERT BRADLEY STEDMAN
GEORGE RALPH SMITH
HEIDI GULDBRANDSEN CHAMBERLAIN
ALISON DENIS LONGLEY
Justin Pill
Walter Winston Lother
Reed Lee Wilcox
ROBERT EDWARD WALKER
DEBRA ANN COX
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT
Daniel Richardson

Within 25 miles of Plymouth, VT, Best Investors lists 38 registered investment advisory firms with 61 offices nearby, managing about $9.86T in combined regulatory AUM across 2,285,574 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 Plymouth

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM