RIA Intelligence

Investment Advisers in Vermont

65 registered firms

Sort by: AUM Name Employees Last Updated
TGRA CAPITAL MANAGEMENT, LLC
CRD #157972 RUTLAND, VT
SEC Private Funds
AUM
$111.2M
Employees
3
QUANTUM LEAP CAPITAL, LLC
CRD #165310 SOUTH BURLINGTON, VT
SEC Private Funds
AUM
$113.5M
Employees
5
44 NORTH CAPITAL, LLC
CRD #327552 BURLINGTON, VT
SEC
AUM
$114M
Employees
3
POULOS ADVISORS, INC.
CRD #141905 SOUTH BURLINGTON, VT
SEC
AUM
$133.3M
Employees
3
DEMPSEY INVESTMENT MANAGEMENT, LLC
CRD #134667 SOUTH BURLINGTON, VT
SEC
AUM
$146.1M
Employees
1
DWV ADVISORS, LLC
CRD #154148 ESSEX JUNCTION, VT
SEC
AUM
$148.4M
Employees
1
SHERLOCK INVESTMENT MANAGEMENT, INC.
CRD #107186 BRATTLEBORO, VT
SEC
AUM
$166.6M
Employees
2
WESTVIEW INVESTMENT ADVISORS, LLC
CRD #116001 BURLINGTON, VT
SEC
AUM
$174.5M
Employees
8
BIRCHVIEW CAPITAL, LP
CRD #170534 BURLINGTON, VT
SEC Private Funds
AUM
$183.1M
Employees
5
COPPER LEAF FINANCIAL, LLC
CRD #285378 WILLISTON, VT
SEC
AUM
$190M
Employees
5
WILLIAMS FINANCIAL, LLC
CRD #137038 NORTH BENNINGTON, VT
SEC
AUM
$191.1M
Employees
7
WESTVIEW MANAGEMENT LLC
CRD #305655 BURLINGTON, VT
SEC
AUM
$196.8M
Employees
4
BENNINGTON FINANCIAL PLANNING GROUP
CRD #116302 BENNINGTON, VT
SEC
AUM
$223.8M
Employees
3
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #312253 SHELBURNE, VT
SEC
AUM
$229.2M
Employees
3
FARROW FINANCIAL INC
CRD #110526 SOUTH BURLINGTON, VT
SEC
AUM
$242.1M
Employees
4
OTTO & ASSOCIATES, INC.
CRD #109493 NORWICH, VT
SEC
AUM
$249.9M
Employees
6
HUTNER CAPITAL MANAGEMENT INC.
CRD #107896 MANCHESTER, VT
SEC Private Funds
AUM
$270.7M
Employees
4
INTRACK INVESTMENT MANAGEMENT, INC.
CRD #106450 SOUTH BURLINGTON, VT
SEC
AUM
$286.2M
Employees
5
NL CAPITAL MANAGEMENT INC
CRD #108284 MONTPELIER, VT
SEC
AUM
$293.8M
Employees
--
ELEY FINANCIAL MANAGEMENT, INC.
CRD #105057 SOUTH BURLINGTON, VT
SEC
AUM
$369M
Employees
4
PRENTISS SMITH & COMPANY, INC.
CRD #110928 BRATTLEBORO, VT
SEC
AUM
$437M
Employees
8
KDP ASSET MANAGEMENT, INC.
CRD #110265 MONTPELIER, VT
SEC
AUM
$441.8M
Employees
19
BANKNORTH INVESTMENT MANAGEMENT GROUP, N.A.
CRD #111877 BURLINGTON, VT
SEC
AUM
$480M
Employees
--
ADDISON ADVISORS LLC
CRD #154744 MIDDLEBURY, VT
SEC
AUM
$490.2M
Employees
9
TEUCRIUM INVESTMENT ADVISORS, LLC
CRD #318799 BURLINGTON, VT
SEC
AUM
$494.9M
Employees
11