Vermont · 2 advisers
Financial Advisors in Williston, Vermont
Looking for a financial advisor in Williston, Vermont? Falists indexes 2 SEC-registered and state-registered investment advisers in Williston — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $849.1M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$849.1M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Williston
Ranked by AUM · Fees, team & specialties at a glance
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
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
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Common questions
- How many financial advisors are in Williston, Vermont?
- 2 registered investment advisers are listed in our Williston directory, sourced from public SEC filings.
- What types of advisors are in Williston?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Williston?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.