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Best financial advisors in Stamford, VT

Registered advisers within 25 miles of Stamford, VT.

Offices
34
Firms
23
Combined AUM
$2.92T
Firm-wide filings, not assets booked only here
Clients
272K
271,724 clients when Item 5C has a number
Avg / client
$10.8M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
EQUITY SERVICES, INC.
LPL FINANCIAL LLC
BENNINGTON FINANCIAL PLANNING GROUP
MML INVESTORS SERVICES, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
KESTRA ADVISORY SERVICES, LLC
WILLIAMS FINANCIAL, LLC
EGGZ
MAIDSTONE WEALTH MANAGEMENT, LLC
QUARTZ PARTNERS INVESTMENT MANAGEMENT
CAMBRIDGE WEALTH MANAGEMENT, LLC
WEATHERHELM CAPITAL MANAGEMENT LLC

Investors

Robert Adams
STEPHEN CHRISTOPHER SIMMONS
JASON MICHAEL JEFFERS
Ryley C Gaudreau
MARISSA LYNN MAIN
BRIAN DONALD MCKENNA
MICHAEL SEAN MCKENNA
DONALD BRIAN MCKENNA
Ellen Jean Bauers
JAMES D SAWTELLE
NATHANIEL AARON MARCOUX
DEBORAH LYN LANE
KENNETH PATRICK LANE
STEVEN EDWARD CHICK
DORIS MARIE KARAMPATSOS
Christopher Karampatsos
JAMES EDWARD DURAND
ROBERT GEORGE ABEL
JASON ROBERT DOHANEY
SETH A SHEPARD
DARYL ANN SPIRKA
Meredith Grace Phippen
JAMES JASON WILLIAMS
TYLER RICHARD CINELLI
Regina L Gray
Karen L Kettles
SEAN TYLER LEBLANC
MICHAEL STEIN
STEPHEN HOWARD LULLA
MITSUO ELI LOCKROW
JASON CLARK KASTNER
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON

Within 25 miles of Stamford, VT, Best Investors lists 23 registered investment advisory firms with 34 offices nearby, managing about $2.92T in combined regulatory AUM across 271,724 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 Stamford

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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 7 MANCHESTER CAPITAL MANAGEMENT LLC 9 clients · 14 advisers $2.83B AUM 8 ESI FINANCIAL ADVISORS 410 clients · 538 advisers $2.78B AUM