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Best financial advisors in Underhill, VT

Registered advisers within 25 miles of Underhill, VT.

Offices
111
Firms
69
Combined AUM
$9.69T
Firm-wide filings, not assets booked only here
Clients
2.57M
2,574,044 clients when Item 5C has a number
Avg / client
$3.77M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
BULLROCK MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
BERGER FINANCIAL GROUP
PATHWAY FINANCIAL ADVISORS, LLC
EQUITY SERVICES, INC.
MML INVESTORS SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
ONE DAY IN JULY LLC
AMOR FATI FINANCIAL SERVICES LLC
KESTRA ADVISORY SERVICES, LLC

Investors

TIMOTHY A MONTY
KYLE TRAVIS PRESSON
TOBIN CARROLL NADEAU
Kylie E Richards
George E. Lee
Abraham Philip Trabulsy
MICHAEL PATRICK JUNGA
Marcy B Smith
JEFFERY ALAN THOMPSON
Renee M Yagoda
BENJAMIN ADAM RUSSELL
SETH NOAH BLANCHARD
JASON KARL DUBOIS
DANIEL COPPENS
Kristi Dawn Rocheleau
TIMOTHY S WALSH
Benjamin Kelley Harris
Colin Michael Atkinson
Anna Glosser
Aaron Glosser
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
JONATHAN JENNESS SMITH
Michael Jonathan Schell
SCOTT ANTHONY BEAUDIN
Mary Beth Brigham
Jordan Victor MacDougall
STEPHEN O ROBERTS
DAWN MICHELLE DAMELIO
DANIEL JOHN STREETER
JEFFREY MARC HALLER
TREVOR CONNORS
TODD KELVIN NEIL
ALEC EDWARD HOKE
GREGORY PAUL KAUSCH
STARR HICKOK BARNUM
MARC ALLEN WEGRZYNOWSKI
MICHAEL GLENN CASTILLO
WILLIAM TYLER HINMAN
CHRISTOPHER A SARAS
MICHELLE PRAIRIE LAWRENCE
BRITTINY BELMONTE RAZZANO
MEGAN TAYLOR HAND
VICTORIA K TERRAZZINO
AARON SCOTT GAINES
PAUL CARPENTER
TRYSTAN J MADDALENA
THOMAS JOSEPH DIGIACOMO
RANDALL SCOTT RANER
JOHN N KALIL
DAVID MICHAEL MYSLIWIEC
THOMAS MICHAEL KASPRZAK
SAMUEL LEONARDO TERRAZZINO
THOMAS L DOLIN
MICHAEL EMERICK MCCORMICK
RICHARD FRANK FRONTERA
MEREDITH TROTT AUGUSTONI
MICHAEL CHRIS DONNELLY
MARK EDWARD HENDERSON
DAVID LEWICKI
KYLE ROBERT CHO JABLONSKI
ELIZABETH ANN HOFFMAN
KARINA AVERY TARTE
GABRIEL JOSEPH JEWULA
Gregory Luke Lemieux
JOSEPH DON MALBOEUF
BRAD LEE MARTIN
JASON MICHAEL MCFAUL
Bryn Crowley Rykr
Robert Lauren Johnson
ROGER LANE WEBSTER
SHAWN DAVID MORIN
ROSS A BURKE
Gilles Adam Owen
JOHN JEROME BUCKLEY
VINCENT PATRICK GUY
MATHEW WARREN SMITH
Seth Patrick Gillim
Richard Paul Jacobs
Christopher Clayton Reed
Amy Jo Eroh
Jennifer Anne Murphy
Kathryn Anne Cinder
ETHAN W BALDWIN
John Dearl Youland
Sara Lory
DONALD W JENKINS
MARC VINCENT FRAGOLA
MARK D ARIDGIDES
TIMOTHY LEE COPE

Within 25 miles of Underhill, VT, Best Investors lists 69 registered investment advisory firms with 111 offices nearby, managing about $9.69T in combined regulatory AUM across 2,574,044 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 Underhill

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