GREENHILL FINANCIAL PARTNERS
Rutland, VT
AUM
$25.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
802-383-6700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in VT
93 advisers found
FENWICK INVESTMENTS, LLC
White River Junction, VT
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-678-4015
BEANSTOX
Montreal, Quebec, VT
AUM
$14.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Subscription fees; Fixed fees
(514) 849-1056
BLUE SLATE INVESTMENT MANAGEMENT
Burlington, VT
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
802-242-0019
AUM
$12.2M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(646) 346-1048
TRUE NORTH FINANCIAL PLANNING, LLC
South Burlington, VT
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
(802) 373-2591
PENSIONBEE
London, VT
AUM
$4.0M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
+44(0)20 3457 8444
SHIPWRIGHT ADVISORS
Burlington, VT
AUM
$2.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
8027774288
SCOUT
VT
AUM
$798K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
323-576-6750
AMOR FATI FINANCIAL SERVICES LLC
South Burlington, VT
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
802-881-6835
AUM
—
Financial PlanningTrusts & Estates
Team
5 advisors
Clients
More than 500
Fees
Fixed fees
(612) 965-4286
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
802-238-7591
RBC PRIVATE COUNSEL (USA) INC.
Toronto, On, VT
AUM
$7.89B
Wealth MgmtTrusts & Estates
Team
1455 advisors
Clients
—
Fees
Percentage of AUM
416-955-7782
Full profileNo website
1832 ASSET MANAGEMENT U.S. INC.
Toronto, Ontario, VT
AUM
$1.43B
Wealth MgmtTrusts & EstatesInstitutional
Team
113 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
416-840-7986
Full profileNo website
AUM
$588.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
518-346-8189
Full profileNo website
BENNINGTON FINANCIAL PLANNING GROUP
Bennington, VT
AUM
$281.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-447-1530
Full profileNo website
DWV ADVISORS, LLC
Essex Junction, VT
AUM
$156.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
802-879-3766
Full profileNo website
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