RIA Intelligence

Investment Advisers in Vermont

65 registered firms

Sort by: AUM Name Employees Last Updated
FARROW FINANCIAL INC
CRD #110526 SOUTH BURLINGTON, VT
SEC
AUM
$242.1M
Employees
4
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD #312253 SHELBURNE, VT
SEC
AUM
$229.2M
Employees
3
BENNINGTON FINANCIAL PLANNING GROUP
CRD #116302 BENNINGTON, VT
SEC
AUM
$223.8M
Employees
3
WESTVIEW MANAGEMENT LLC
CRD #305655 BURLINGTON, VT
SEC
AUM
$196.8M
Employees
4
WILLIAMS FINANCIAL, LLC
CRD #137038 NORTH BENNINGTON, VT
SEC
AUM
$191.1M
Employees
7
COPPER LEAF FINANCIAL, LLC
CRD #285378 WILLISTON, VT
SEC
AUM
$190M
Employees
5
BIRCHVIEW CAPITAL, LP
CRD #170534 BURLINGTON, VT
SEC Private Funds
AUM
$183.1M
Employees
5
WESTVIEW INVESTMENT ADVISORS, LLC
CRD #116001 BURLINGTON, VT
SEC
AUM
$174.5M
Employees
8
SHERLOCK INVESTMENT MANAGEMENT, INC.
CRD #107186 BRATTLEBORO, VT
SEC
AUM
$166.6M
Employees
2
DWV ADVISORS, LLC
CRD #154148 ESSEX JUNCTION, VT
SEC
AUM
$148.4M
Employees
1
DEMPSEY INVESTMENT MANAGEMENT, LLC
CRD #134667 SOUTH BURLINGTON, VT
SEC
AUM
$146.1M
Employees
1
POULOS ADVISORS, INC.
CRD #141905 SOUTH BURLINGTON, VT
SEC
AUM
$133.3M
Employees
3
44 NORTH CAPITAL, LLC
CRD #327552 BURLINGTON, VT
SEC
AUM
$114M
Employees
3
QUANTUM LEAP CAPITAL, LLC
CRD #165310 SOUTH BURLINGTON, VT
SEC Private Funds
AUM
$113.5M
Employees
5
TGRA CAPITAL MANAGEMENT, LLC
CRD #157972 RUTLAND, VT
SEC Private Funds
AUM
$111.2M
Employees
3
BARRELL INVESTMENT GROUP, INC.
CRD #290143 QUECHEE, VT
SEC
AUM
$75.4M
Employees
2
ADVISORS IN FINANCIAL PLANNING INC
CRD #104813 BURLINGTON, VT
SEC
AUM
$73M
Employees
10
EQUINOX FINANCIAL ADVISORS, INC.
CRD #115720 MANCHESTER CENTER, VT
SEC
AUM
$54.6M
Employees
1
GALLAGHER FLYNN FINANCIAL ADVISORS LLC
CRD #116135 SOUTH BURLINGTON, VT
SEC
AUM
$48.3M
Employees
1
PAUL FINANCIAL SERVICES INC
CRD #106091 BURLINGTON, VT
SEC
AUM
$44.8M
Employees
5
FRASER MANAGEMENT ASSOCIATES, INC.
CRD #112320 BURLINGTON, VT
SEC
AUM
$37.5M
Employees
5
ABSOLUTE RETURN ADVISORS, LTD.
CRD #42938 DANBY, VT
SEC
AUM
$32M
Employees
--
ESSEX ASSET MANAGEMENT GROUP INC.
CRD #116184 ESSEX JUNCTION, VT
SEC
AUM
$32M
Employees
1
MATRIX GROUP OF FUNDS, LLC
CRD #132853 MANCHESTER CENTER, VT
SEC
AUM
$30.4M
Employees
5
CONSERVEST MANAGEMENT CO
CRD #111945 WOODSTOCK, VT
SEC
AUM
$18M
Employees
5