AUM
$204.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
240-888-2573
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
107 advisers found
AUM
$195.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
44 020 3787 9250
AUM
$177.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
203-329-9043
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED
Vancouver, British Columbia, VT
AUM
$174.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM
1-866-636-8222
AUM
$158.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
207-657-6900
POULOS ADVISORS, INC.
South Burlington, VT
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-862-7361
AUM
$147.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
843-654-1377
AUM
$139.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
617-865-3949
44 NORTH CAPITAL, LLC
Burlington, VT
AUM
$125.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
802-300-0614
QUANTUM LEAP CAPITAL, LLC
South Burlington, VT
AUM
$120.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(802) 448-2882
MILNE FINANCIAL PLANNING, INC.
Saint Johnsbury, VT
AUM
$111.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
802-249-7107
AUM
$106.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(603) 956-4977
STAGE 2 PLANNING PARTNERS LLC
S Burlington, VT
AUM
$106.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
802-846-1264
EQUINOX FINANCIAL ADVISORS, INC.
Manchester Center, VT
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(802) 367-7750
OAK MAPLE FINANCE, LLC
Burlington, VT
AUM
$92.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(802) 662-2880
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(208)254-0142
HWC FINANCIAL
Manchester Center, VT
AUM
$60.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(802) 227-2279
EMG
South Burlington, VT
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
802-879-1881
AFS WEALTH MANAGEMENT LLC
Chester, VT
AUM
$39.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
802-875-8100
POCHOP FINANCIAL MANAGEMENT, INC.
South Burlington, VT
AUM
$37.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
802-865-4900
AUM
$34.7M
Financial PlanningWealth Mgmt
Team
40 advisors
Clients
More than 500
Fees
Fixed fees
6172273825