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Best financial advisors in Shoreham, VT

Registered advisers within 25 miles of Shoreham, VT.

Offices
16
Firms
11
Combined AUM
$3.44T
Firm-wide filings, not assets booked only here
Clients
392K
392,438 clients when Item 5C has a number
Avg / client
$8.77M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MARBLE TRAIL ADVISORS
ONE DAY IN JULY LLC
CAPITAL CITIES INVESTMENTS
PFS INVESTMENTS INC.
PARLIN ADVISORS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
EQUITY SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Andrew M Walts
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Carrie Foster McDonnell
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
PATRICK JOSEPH DUNN
KENNETH B PARLIN
CLARA JEAN CHARLEBOIS Melendy
Aaron Christopher Robertson
WILLIAM FRANK KOSTER
Shawn Rook Hadwen
KARINA AVERY TARTE
SHAWN M OXFORD
KRISTINE CASE PEARSALL
PATRICK JOSEPH ABATIELL
ROBERT JOHN KURCHENA
Jeremy Carroll
DONALD CHRIS HUBERT

Within 25 miles of Shoreham, VT, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $3.44T in combined regulatory AUM across 392,438 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 Shoreham

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM 8 ONE DAY IN JULY LLC 13 advisers $1.36B AUM