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Best financial advisors in Richmond, VT

Registered advisers within 25 miles of Richmond, VT.

Offices
126
Firms
74
Combined AUM
$9.94T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,574,110 clients when Item 5C has a number
Avg / client
$3.86M
Combined AUM ÷ clients

Nearby offices

Firms

GIBBS WEALTH MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
COPPER LEAF FINANCIAL, LLC
SILVERLAKE WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PATHWAY FINANCIAL ADVISORS, LLC
BERGER FINANCIAL GROUP
DWV ADVISORS, LLC
CITIZENS SECURITIES, INC.
BULLROCK MANAGEMENT LLC

Investors

JOHN OLAF OLSON
DAVID JOSEPH MAHER
PAUL DAVID BRIODY
JENNIFER KRISTEN NAVIN
SHERYL JEAN DAVIS
TIMOTHY A MONTY
KYLE TRAVIS PRESSON
TOBIN CARROLL NADEAU
Kylie E Richards
George E. Lee
Abraham Philip Trabulsy
Mark Leonard DiGangi
JONATHAN ERIC WHITEHOUSE
CATHERINE ALICE HARRIS
JOHN WENTLING DAVIS
BREANNA SYKES
JACQUELYN MICHELE THIBEAULT
BRET LYN HODGDON
ADAM TAYLOR EIKLOR
Ryan J Bergmann
JEFFREY DONALD STEELE
THOMAS JOSEPH GOLONKA
DEREK Guy EDDY
ROBERT WILLIAM EDDY
RICHARD JOSEPH BRIAND
THEODORE MARTIN RIEHLE
JOHNHENRY BRIAN HUBERT
MICHAEL PATRICK JUNGA
JEFFREY TODD MOULTON
Heidi Louise Brosseau
JONATHAN JENNESS SMITH
Michael Jonathan Schell
SCOTT ANTHONY BEAUDIN
Mary Beth Brigham
Jordan Victor MacDougall
Amy Boland
Kyle Thomas Pembroke
Andrew Marcotte
Amanda Claire Justice
Jeffrey Keegan Metzler
JARED ADAM LARROW
Alexander Lajeunesse
CLARA JEAN CHARLEBOIS Melendy
AMY ELIZABETH FRACARO-CHOATE
Kristin Anderson
OWEN D M GOLDENBOGEN
DENNIS WILLIAM VOIGT
Christopher Mingone

Within 25 miles of Richmond, VT, Best Investors lists 74 registered investment advisory firms with 126 offices nearby, managing about $9.94T in combined regulatory AUM across 2,574,110 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 Richmond

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 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 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