Best Investors Account Sign in

Best financial advisors in W Swanton, VT

Registered advisers within 25 miles of W Swanton, VT.

Offices
21
Firms
14
Combined AUM
$4.16T
Firm-wide filings, not assets booked only here
Clients
422K
422,140 clients when Item 5C has a number
Avg / client
$9.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NILES ASSET MANAGEMENT, INC
OSAIC WEALTH, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TD PRIVATE CLIENT WEALTH LLC

Investors

STEVEN JOSEPH DIAS
Jeffrey S. Barney
Nathan Wolfe
Nathanael Stephen Vincent
KERRI IRICK CHURCHILL
JEFFERY ALAN RALEIGH
PAUL FRANCIS SEYMOUR
PETER JOHN CADIEUX
TRISTAN LEE PARROTTE
JOSEPH PAUL CONNOR
SUSAN SANDRA MOUSSEAU
HANNAH C PROVOST
Jonathan Lee Schneiderman
JAMES ROBERT BARCOMB
JARED C BURNS
Daniela Alejandra Lalama Fortier
ROBERT PAUL DONLAN
AARON JOSEPH CROSS
TERRY LEE NILES
LOREN SULLIVAN
ADAM W ROBERT
James David Stinson
Christian Blue
JUSTIN PAUL HOOPER
THOMAS C FARNAN
ADAM KING
STEPHEN MILLER MCFADDEN
APRIL LYNN BINGEL
DEBBY A MELLENGER
ALAN CHARLES DANA
Shane Patrick Racette

Within 25 miles of W Swanton, VT, Best Investors lists 14 registered investment advisory firms with 21 offices nearby, managing about $4.16T in combined regulatory AUM across 422,140 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 W Swanton

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM