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Best financial advisors in West Halifax, VT

Registered advisers within 25 miles of West Halifax, VT.

Offices
63
Firms
31
Combined AUM
$4.92T
Firm-wide filings, not assets booked only here
Clients
570K
569,780 clients when Item 5C has a number
Avg / client
$8.64M
Combined AUM ÷ clients

Nearby offices

Firms

PRENTISS SMITH & COMPANY, INC.
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
EGGZ
LPL FINANCIAL LLC
WELLINGTON SHIELDS & CO., LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MONEY CONCEPTS CAPITAL CORP

Investors

PRENTISS RICHARDSON SMITH
GERTRUDE W. SAVILLE
PENELOPE JAYNE KAUFMAN
PRENTISS CHARLES SMITH
Frederick A Brubaker
BRIDGET MARIE BOKUM
Amy Catherine Frechette
Joshua Casey Roberts
ANTHONY BENTON HEMMELGARN
KELLI J WARRINER
Spencer Adams
Nicholas Elvin DuBois
Matthew R DuBois
TRAVIS CHARLES SHINE
Michael Taylor Brown
Ana Maria Saavedra
Adrian Lezcano
Olivia C Lezcano
MICHAEL STEIN
Andrew Jacob George
Christopher Hale Stoner
DAVID BOYD TWOMBLY
MATTHEW JOSEPH SHERIDAN
MICHAEL SCOTT JOHNSON
Ellen Purinton
William Robert Purinton
Timothy Gaulin
ANGELA BETH STREETER
JOHN CHARLES MACDOUGALL
Nathaniel B Hussey
Gordon Thom Christiansen
Jameson Burns
Brandon Barrows McFadden
Corinne McFadden
Josephine Fitzgerald Leise
Edward Paul Sabelawski
Bradley Donald Baker
JEFFREY CLAYTON BAKER

Within 25 miles of West Halifax, VT, Best Investors lists 31 registered investment advisory firms with 63 offices nearby, managing about $4.92T in combined regulatory AUM across 569,780 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 West Halifax

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM