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Best financial advisors in South Burlington, VT

Registered advisers within 25 miles of South Burlington, VT.

Offices
147
Firms
81
Combined AUM
$11.2T
Firm-wide filings, not assets booked only here
Clients
2.65M
2,652,135 clients when Item 5C has a number
Avg / client
$4.22M
Combined AUM ÷ clients

Nearby offices

Firms

EAGLE STRATEGIES LLC
FARROW FINANCIAL INC
KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
BROADLAKE FINANCIAL MANAGEMENT
COMMONWEALTH FINANCIAL NETWORK
BERGER FINANCIAL GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
PATHWAY FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
QUANTUM LEAP CAPITAL, LLC
KEY INVESTMENT SERVICES LLC
CHARLES SCHWAB & CO., INC.
BULLROCK MANAGEMENT LLC
WORLD INVESTMENT ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

BENJAMIN SCOTT HADLEY
Cody Samuel Greene
JODY LEE WHITE
DONALD W JENKINS
MARC VINCENT FRAGOLA
MARK D ARIDGIDES
TIMOTHY LEE COPE
JOHN TIMOTHY SERVIN
Amy Jo Eroh
Jennifer Anne Murphy
Kathryn Anne Cinder
ANDREW DAVID MURPHY
JOSEPH SCOTT SMITHWICK
MATTHEW AMES MALANEY
MELINDA T PAKULSKI
ROBERT S. TORNEY
KYLE R NICHOLLS
Jamieson B Thayer
JOSEPH MATTHEW DIEBOLD
AMY ELIZABETH FRACARO-CHOATE
Kristin Anderson
Amy Boland
Kyle Thomas Pembroke
Andrew Marcotte
Amanda Claire Justice
Jeffrey Keegan Metzler
JARED ADAM LARROW
Alexander Lajeunesse
CLARA JEAN CHARLEBOIS Melendy
JONATHAN JENNESS SMITH
Michael Jonathan Schell
SCOTT ANTHONY BEAUDIN
Mary Beth Brigham
Jordan Victor MacDougall
Philip Robert Sheridan
Katherine Z. Cunyas Torres
Alison Jean Davis
WILLIAM BRENDAN WALSH
Deirdre McHugh Keenan
KAREN NYS
OWEN D M GOLDENBOGEN
Drew DiMario
Joshua Metayer
Alec Ray Kurth
John McGillewie
William R Deemer
JARON DALE NEMES
SHAUN TREVYR KING
MELANIE HEATHER BROWN
Michael Stephen Rossetti
DRENNA SYMONDS JONES
CAROLYN SUE RAFTERY
Azulena Mahala Godeck

Within 25 miles of South Burlington, VT, Best Investors lists 81 registered investment advisory firms with 147 offices nearby, managing about $11.2T in combined regulatory AUM across 2,652,135 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 South Burlington

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM