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Best financial advisors in White River Junction, VT

Registered advisers within 25 miles of White River Junction, VT.

Offices
58
Firms
43
Combined AUM
$9.36T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,444,788 clients when Item 5C has a number
Avg / client
$3.83M
Combined AUM ÷ clients

Nearby offices

Firms

FENWICK INVESTMENTS, LLC
EDWARD JONES
TRG INVESTMENT ADVISORS, LLC
ROUND TABLE INVESTMENT MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC INSTITUTIONS, INC.
CHARLES SCHWAB & CO., INC.
LOUDON INVESTMENT MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OTTO & ASSOCIATES, INC.
LPL FINANCIAL LLC
CLEAN YIELD ASSET MANAGEMENT
BOREALIS VENTURES
MORGAN STANLEY
MASCOMA WEALTH MANAGEMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GRANITE VALUE CAPITAL, LLC
J.P. MORGAN SECURITIES LLC

Investors

CARL GEORGE BULGINI
Ryan Maurice LaCroix
Dennis Mark Gambino
STEVEN THOMAS BURNETT
BRYAN FRANCIS MCPHERSON
KEITH D. LEWANDOSKI
JARED COLIN CORREA PETRIZZI
Scott Edward Beckman
EMILY LOUDON SANDS
JOHN JOSEPH SANDS
LYNN O'MEALIA
DOUGLAS MACGILVRAY LOUDON
JOHN CAPUTO
RALPH CAPUTO
DAVID WILLIAM OTTO
STEPHEN CHAPMAN WINSLOW
Clara Cole
JESSICA L DUNCKLEE
SUSAN OTTO GOODELL
Deborah L Maher
DORIGEN RYAN HOFMANN
ERIC MICHAEL BECKER
ELIZABETH DOYLE GLENSHAW
Jenny Ngo Ly
PAUL WAYNE REDFERN
PETER ADAM STERN
TIMOTHY ERIC STOTZ
JOHN T SOUTHER
Peter J Reilly
DAVID TIMOTHY CARRIS
JAMES PATRICK GOODRICH
William J Ksander
MICHAEL HAKOUN
ALEXANDER MERRILL
WALTER W GOSS
STEPHEN EDWARD O'CALLAGHAN
SUSAN ALICE WINCHESTER
Madalyn Elise Dow
JEFFREY BLAKE NOWELL
MATTHEW DAVID DATTILIO
Michael Chad Hemingway
AMANDA ALDRICH SPENCER
Zuzana Kuzelova Brochu
Connor David Regan
BERNADETTE MARIE LONGFIELD
MARIA A GILDERDALE
Ryan ROBERT Longfield
JOSEPH JOHN PALATUCCI
KIMBERLY A HOUSE
LUCY M WAGNER
ADRIAN N ALQUINTA
EVAN DERICK HUGH ROBERTS
SHELDON EDWARD STANSFIELD
Brandon Riendeau
Timothy G Draper
ANTHONY JOHN ABBATE
Steven Auger

Within 25 miles of White River Junction, VT, Best Investors lists 43 registered investment advisory firms with 58 offices nearby, managing about $9.36T in combined regulatory AUM across 2,444,788 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 White River Junction

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM