SILVERLAKE WEALTH MANAGEMENT LLC
Williston, VT
AUM
$849.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(802) 857-5083
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
107 advisers found
ROCK POINT ADVISORS, LLC
Burlington, VT
AUM
$655.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
802-864-2266
AUM
$612.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
917-660-0980
MARBLE TRAIL ADVISORS
Middlebury, VT
AUM
$582.7M
Financial PlanningWealth MgmtTrusts & Estates
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
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
802-526-2525
M. KRAUS & COMPANY
Shelburne, VT
AUM
$559.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
802-985-2620
AUM
$521.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
203-762-3295
PRENTISS SMITH & COMPANY, INC.
Brattleboro, VT
AUM
$453.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
802-254-2913
AUM
$440.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
201-214-2104
BROADLAKE FINANCIAL MANAGEMENT
South Burlington, VT
AUM
$409.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
802-863-4463
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
Shelburne, VT
AUM
$294.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-985-8808
OTTO & ASSOCIATES, INC.
Norwich, VT
AUM
$286.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
802-649-1946
FARROW FINANCIAL INC
South Burlington, VT
AUM
$280.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-728-4287
TEUCRIUM INVESTMENT ADVISORS, LLC
Burlington, VT
AUM
$277.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM
802-540-0019
AUM
$277.4M
Financial PlanningWealth MgmtTrusts & Estates
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
802-658-0625
HUTNER CAPITAL MANAGEMENT INC.
Manchester, VT
AUM
$271.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
802-366-8157
RICHARDSON WEALTH (USA) LIMITED
Toronto, Ontario, VT
AUM
$243.9M
Wealth MgmtTrusts & Estates
Team
74 advisors
Clients
0
Fees
Percentage of AUM
1-855-204-7467
BIRCHVIEW CAPITAL, LP
Burlington, VT
AUM
$239.1M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
802-923-3826
WESTVIEW INVESTMENT ADVISORS
Burlington, VT
AUM
$228.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-878-2731
AUM
$217.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
847-894-2067
AUM
$213.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Hourly charges; Fixed fees
617-523-4666
WILLIAMS FINANCIAL, LLC
North Bennington, VT
AUM
$209.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
866-986-4469