Vermont · 74 firms
Trust & Estate Advisors in Vermont
Advisers working with trusts, estates, and charitable organizations. Browse 74 advisers in Vermont matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates 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
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
VONTOBEL SWISS FINANCIAL ADVISERS
Zurich, VT
AUM
$11.94B
Team
60 advisors
Clients
—
Fees
Percentage of AUM
+41-58-2388111
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
Team
8 advisors
Clients
0
Fees
Hourly charges; Fixed fees
831-333-2060
MASECO PRIVATE WEALTH
London, VT
AUM
$4.96B
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM
+44 20 7043 0455
MANCHESTER CAPITAL MANAGEMENT LLC
Manchester, VT
AUM
$2.83B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
802-362-4410
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
AUM
$2.05B
Team
24 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
707-758-0171
ALPEN PARTNERS INTERNATIONAL AG
Freienbach, VT
AUM
$2.03B
Team
37 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
0041581057550
RAYMOND JAMES (USA) LTD
Vancouver, VT
AUM
$1.99B
Team
145 advisors
Clients
11-25
Fees
Percentage of AUM
877-570-7558
LGT WEALTH MANAGEMENT US LIMITED
London, VT
AUM
$1.80B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
+44 203 207 8000
PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, VT
AUM
$1.65B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
802-660-7086
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
BMO NESBITT BURNS SECURITIES LTD.
Toronto, Ontario, VT
AUM
$1.20B
Team
216 advisors
Clients
11-25
Fees
Percentage of AUM
416-624-5509
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
ROCK POINT ADVISORS, LLC
Burlington, VT
AUM
$655.7M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
802-864-2266
AUM
$612.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
917-660-0980
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
CLEAN YIELD ASSET MANAGEMENT
Norwich, VT
AUM
$571.2M
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
802-526-2525
107 total advisers in Vermont. Browse all Vermont advisors