Vermont · 52 firms
Institutional Advisors in Vermont
Advisers managing assets for institutions, endowments, and corporations. Browse 52 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
Institutional 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
BLACKROCK INTERNATIONAL LIMITED
Edinburgh, VT
AUM
$30.78B
Team
58 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 131 4727200
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
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
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG
Zurich, VT
AUM
$2.43B
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
41 44 297 7373
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
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