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Best financial advisors in South Royalton, VT

Registered advisers within 25 miles of South Royalton, VT.

Offices
66
Firms
43
Combined AUM
$10.1T
Firm-wide filings, not assets booked only here
Clients
2.41M
2,405,006 clients when Item 5C has a number
Avg / client
$4.21M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
EDWARD JONES
OTTO & ASSOCIATES, INC.
CLEAN YIELD ASSET MANAGEMENT
LPL FINANCIAL LLC
BOREALIS VENTURES
MORGAN STANLEY
OSAIC INSTITUTIONS, INC.
CWM, LLC
THE LYME TIMBER COMPANY LLC
MICHAEL D. TAXMAN INVESTMENT MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRANITE VALUE CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
MASCOMA WEALTH MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.

Investors

DEREK JOHN PIERCE
Leo V Connolly
Brandon Michael Gorman
SUSAN OTTO GOODELL
Deborah L Maher
DORIGEN RYAN HOFMANN
ERIC MICHAEL BECKER
ELIZABETH DOYLE GLENSHAW
Jenny Ngo Ly
STEPHEN CHAPMAN WINSLOW
Clara Cole
JESSICA L DUNCKLEE
Ryan Maurice LaCroix
DAVID WILLIAM OTTO
PAUL WAYNE REDFERN
PETER ADAM STERN
TIMOTHY ERIC STOTZ
JOHN T SOUTHER
Peter J Reilly
DAVID TIMOTHY CARRIS
JAMES PATRICK GOODRICH
William J Ksander
MICHAEL HAKOUN
ALEXANDER MERRILL
WALTER W GOSS
STEPHEN EDWARD O'CALLAGHAN
Nathaniel Monroe Fisher
MICHAEL DAVID TAXMAN
Connor David Regan
BERNADETTE MARIE LONGFIELD
MARIA A GILDERDALE
Ryan ROBERT Longfield
JOSEPH JOHN PALATUCCI
KIMBERLY A HOUSE
LUCY M WAGNER
ADRIAN N ALQUINTA
EVAN DERICK HUGH ROBERTS
SHELDON EDWARD STANSFIELD
Brandon Riendeau
Timothy G Draper
ANTHONY JOHN ABBATE
Steven Auger
Morgan Marie Smith
KATHRYN D MEDEIROS
SUSAN ALICE WINCHESTER
Madalyn Elise Dow
JEFFREY BLAKE NOWELL
MATTHEW DAVID DATTILIO
Michael Chad Hemingway
AMANDA ALDRICH SPENCER
Zuzana Kuzelova Brochu
VINCENT RANDALL WHATLEY

Within 25 miles of South Royalton, VT, Best Investors lists 43 registered investment advisory firms with 66 offices nearby, managing about $10.1T in combined regulatory AUM across 2,405,006 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 Royalton

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