BAILLIE GIFFORD OVERSEAS LTD
Edinburgh, VT
AUM
$144.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
144 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
+44 131 275 2000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in VT
34 advisers found
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED
Hong Kong, VT
AUM
$140.25B
Wealth MgmtRetirementInstitutional
Team
108 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
852 3903 2800
BLACKROCK (SINGAPORE) LIMITED
Singapore, VT
AUM
$70.33B
Wealth MgmtRetirementInstitutional
Team
109 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
65 6411 3000
NLG CAPITAL LLC
Montpelier, VT
AUM
$46.55B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
802-229-3773
AUM
$26.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
73 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-777-4015
CHAMPLAIN INVESTMENT PARTNERS, LLC
Burlington, VT
AUM
$10.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(802) 846-6200
CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED
Edinburgh, VT
AUM
$9.89B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 131 229 5252
ESI FINANCIAL ADVISORS
Montpelier, VT
AUM
$2.78B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM
802-229-2838
RAYMOND JAMES (USA) LTD
Vancouver, VT
AUM
$1.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
145 advisors
Clients
11-25
Fees
Percentage of AUM
877-570-7558
FORUSALL
VT
AUM
$1.50B
Wealth MgmtRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-401-2253
ONE DAY IN JULY LLC
Burlington, VT
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(802) 503-8280
HANSON & DOREMUS INVESTMENT MANAGEMENT
Burlington, VT
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-658-2668
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
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
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
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
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
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