Vermont · 34 firms
Retirement Advisors in Vermont
Firms serving pension plans, 401(k)s, and retirement accounts. Browse 34 advisers in Vermont matching this specialty, with fees, team size, and AUM from public SEC filings.
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Retirement Planning firms in Vermont
BAILLIE GIFFORD OVERSEAS LTD
Edinburgh, VT
AUM
$144.00B
Team
144 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
+44 131 275 2000
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED
Hong Kong, VT
AUM
$140.25B
Team
108 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
852 3903 2800
BLACKROCK (SINGAPORE) LIMITED
Singapore, VT
AUM
$70.33B
Team
109 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
65 6411 3000
NLG CAPITAL LLC
Montpelier, VT
AUM
$46.55B
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
802-229-3773
AUM
$26.68B
Team
73 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-777-4015
CHAMPLAIN INVESTMENT PARTNERS, LLC
Burlington, VT
AUM
$10.18B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(802) 846-6200
CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED
Edinburgh, VT
AUM
$9.89B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 131 229 5252
ESI FINANCIAL ADVISORS
Montpelier, VT
AUM
$2.78B
Team
460 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
800-344-7437
MAPLE CAPITAL MANAGEMENT, INC.
Montpelier, VT
AUM
$2.58B
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM
802-229-2838
RAYMOND JAMES (USA) LTD
Vancouver, VT
AUM
$1.99B
Team
145 advisors
Clients
11-25
Fees
Percentage of AUM
877-570-7558
FORUSALL
VT
AUM
$1.50B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-401-2253
ONE DAY IN JULY LLC
Burlington, VT
AUM
$1.36B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(802) 503-8280
HANSON & DOREMUS INVESTMENT MANAGEMENT
Burlington, VT
AUM
$1.06B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-658-2668
SILVERLAKE WEALTH MANAGEMENT LLC
Williston, VT
AUM
$849.1M
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(802) 857-5083
MARBLE TRAIL ADVISORS
Middlebury, VT
AUM
$582.7M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
802-388-6300
AUM
$440.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
201-214-2104
BROADLAKE FINANCIAL MANAGEMENT
South Burlington, VT
AUM
$409.6M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
802-863-4463
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
Shelburne, VT
AUM
$294.9M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-985-8808
OTTO & ASSOCIATES, INC.
Norwich, VT
AUM
$286.6M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
802-649-1946
AUM
$277.4M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
646-438-6557
INTRACK INVESTMENT MANAGEMENT, INC.
South Burlington, VT
AUM
$275.7M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
802-658-0625
WESTVIEW INVESTMENT ADVISORS
Burlington, VT
AUM
$228.6M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
802-489-5342
COPPER LEAF FINANCIAL, LLC
Williston, VT
AUM
$219.6M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-878-2731
AUM
$217.1M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-894-2067
107 total advisers in Vermont. Browse all Vermont advisors