Best Investors Account Sign in

Best financial advisors in Warren, VT

Registered advisers within 25 miles of Warren, VT.

Offices
36
Firms
17
Combined AUM
$3.27T
Firm-wide filings, not assets booked only here
Clients
397K
396,584 clients when Item 5C has a number
Avg / client
$8.26M
Combined AUM ÷ clients

Nearby offices

Firms

KESTRA ADVISORY SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL CITIES INVESTMENTS
ONE DAY IN JULY LLC
MARBLE TRAIL ADVISORS
EDWARD JONES
NLG CAPITAL LLC
ESI FINANCIAL ADVISORS
MAPLE CAPITAL MANAGEMENT, INC.
GREENHILL FINANCIAL PARTNERS

Investors

CRAIG ANTON EILERS
SHAWN M OXFORD
KRISTINE CASE PEARSALL
JOHN FRANCIS FRICKE
CLARA JEAN CHARLEBOIS Melendy
JACOB ROBERT HAIGH
Robert Oliver Fjeld
George Joseph Mitchell
STUART DAVID STEVENS
Carrie Foster McDonnell
Skylar Gregory Atkins
Stephen Wendall Boyce
DONALD HARVEY DEVOST
Eileen Lela McCaffrey
MATTHEW PERRY WOOTTEN
MEGAN STEWART MANDIGO
Brandon Michael Gorman
Bruce Karl Walbridge
Nicholas Allen Hart
Leo V Connolly
William Albert Pikul
THOMAS CLAUDE LONGFELLOW
ROBERT FRANKLIN
REBECCA NASSAR DUNNE
STACI E FALL
LAURA BETH FREE
PENNY LYNN VINSON
TYLER J TUTINO
DAVID ALLEN CURTIN
LOREN SHANE JENSON
DANIEL FRANCIS RANDALL
KATHRYNE ANN STUEMPERT
ANDREW GERARD HOSSE
Christopher Michael Colby
MELISSA ANN RAYMER
MICHAEL J FLETCHER
JUSTIN RICHARD SETTER
DANIEL ROBERT HOUSE
ABRAM JAMES NUNES
BENJAMIN GERALD ZARZYCKI
JAMES TENBROECK BAUMANN
ELIZABETH HEETER
NICHOLAS A AUDET
SAMUEL JOHN KEENAN
BRANDON LAFAYETTE FALKQUAY
GREGORY DWIGHT TEESE
LAURA LEWANDOSKY PLOURDE
FRANK MICHAEL LUCIA
MICHAEL JOHN BRANDA
ALEX MARCUS DAVID
SCOTT PATRICK MAITLAND
BRIAN ANTHONY NEAL
NEIL HOWARD RESNIK
BRIAN PAUL BRANDA
GARY TUCKER GOSS
MICHAEL ALLEN GOSS
WHITLEY PARKS MOTT
TREVOR MICHAEL MORLEY
JOSHUA C. MALLERY
JAMES ANTHONY MIRABILE
HELENE F. LINO
OREN SHER
AIDAN JOSEPH COSTELLO
James Justin Towne
JUAN CELSO MEDINACELI GEPIGON
Marc Gwinn
Thomas Wayne Rawlings
Timothy James Wooster
RICHARD JOHN LITCHFIELD
RAMSEY A LUHR
ELIZABETH SARAH HINCHLIFFE LEWIS
FJOLLA BUZA-SOTAK
Caitlyn Wilkin
Connor G Herbruck
David J Bosworth
Brody Jordan Hoffman
Martin Jay Thomas
Christopher Andrew Cichoski
STEVEN ALAN MORNEAU
Dominic Stilwell
Kasandra Reid
Rebecca L Teese

Within 25 miles of Warren, VT, Best Investors lists 17 registered investment advisory firms with 36 offices nearby, managing about $3.27T in combined regulatory AUM across 396,584 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 Warren

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 7 KESTRA ADVISORY SERVICES, LLC 6,392 clients · 1,505 advisers $79.8B AUM 8 NLG CAPITAL LLC $46.5B AUM