Parlin Advisors LLC, a small investment advisory firm headquartered in Hague, NY, offers professional financial guidance and services to individuals and organizations. With a sole office in Hague, they boast a team of highly skilled and dedicated professionals, all of whom specialize in investment advisory services. The firm manages an impressive average of approximately $37,520,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios. In terms of compensation, Parlin Advisors LLC employs a diverse compensation structure, including a percentage of assets under management, among other methods. While less than 30% of their assets under management are allocated to 401(k) and individual accounts, they possess the capability to effectively manage employer funds as well. Notably, the firm exclusively operates with discretionary authority, managing 100% of the assets under their care. With a strong client base, Parlin Advisors LLC serves over 20 individual clients who collectively entrust them with more than $37,519,000 in assets under management. One of the firm's standout professionals, Kenneth Parlin, has been a registered advisor with the company since 2021, exemplifying their commitment to longevity and consistency in client relationships. Parlin Advisors LLC prides itself on delivering comprehensive investment advisory services tailored to meet the unique needs and goals of their diverse clientele. Through their expertise and unwavering dedication, they aim to provide sound financial strategies and support to help their clients achieve their long-term financial objectives.

Intrack Investment Management, Inc. is a highly regarded investment advisory firm headquartered in South Burlington, VT, with two offices serving a diverse client base. With a track record of excellence, the firm manages assets worth over $207,288,000 for more than 120 individual clients. While 401K and individual accounts make up less than 30% of their assets under management, Intrack Investment Management, Inc. possesses the expertise to handle employer funds. Notably, all assets under their management are discretionary, reflecting their commitment to making informed investment decisions on behalf of their clients. Intrack Investment Management, Inc. offers a flexible compensation structure, encompassing various models such as a percentage of assets under management, fixed fees, hourly charges, and performance-based fees. With a team of six dedicated professionals, four of whom are investment advisors, the firm maintains an average assets under management of approximately $51,820,000 per advisor, aligning with industry norms. The firm takes pride in its experienced staff, with a number of long-standing advisors who have played integral roles in its success. Among them are Matthew Johnson, Myron Sopher, and Brett Peltzer, who contribute their extensive knowledge and expertise to the company's investment strategies. Intrack Investment Management, Inc. distinguishes itself as a trusted partner in guiding clients toward their financial goals. With a focus on personalized service and a deep understanding of the investment landscape, they are dedicated to providing comprehensive and tailored solutions to meet the unique needs of each client.

Marble Trail Advisors, a local investment advisory firm headquartered in Middlebury, VT, is dedicated to providing comprehensive financial solutions. With two offices, they boast a team of eight talented professionals, five of whom specialize in delivering exceptional investment advisory services. With an average of $63,700,000 in assets under management per investment advisor, Marble Trail Advisors aligns with the industry average. Their compensation structure offers flexibility, encompassing various options such as a percentage of assets under management and fixed fees. While their focus primarily revolves around discretionary management, they possess the expertise to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Marble Trail Advisors cater to a discerning clientele, predominantly serving high net worth individuals. Impressively, the firm oversees a portfolio of over $318,515,000 in assets under management across 150 individual clients. This outstanding track record attests to their commitment to excellence and the trust placed in their capable hands. Notably, Marble Trail Advisors benefits from the experience and expertise of their longest-tenured advisors, including Skylar Atkins, Matthew Wootten, and Donald Devost. These professionals bring a wealth of knowledge to the firm, contributing to its success and solidifying its reputation as a trusted financial partner. With a client-centric approach, a talented team, and a proven track record, Marble Trail Advisors is poised to guide individuals and organizations toward their financial goals, fostering long-term prosperity in Middlebury, VT, and beyond.

M. Kraus & Company, a small investment advisory firm based in Shelburne, VT, is dedicated to providing personalized financial solutions to its clients. With a team of five employees, including experienced advisors Denise Dalton, Christopher Capano, and Aileen Kraus, they offer a comprehensive range of services. Four of M. Kraus & Company's employees are focused on investment advisory services, working closely with clients to understand their financial goals and develop tailored investment strategies. On average, each investment advisor manages approximately $50,750,000 in assets under management, in line with industry standards. The firm's compensation structure is flexible, incorporating various types such as a percentage of assets under management, fixed fees, and hourly charges. This allows clients to choose the payment method that best suits their needs. M. Kraus & Company boasts a substantial client base, serving over 80 individuals with assets under management totaling more than $448,081,000. While the majority of these assets are managed for high net worth individuals, the firm also has the capability to handle employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Demonstrating their expertise and trustworthiness, 92% of the assets managed by M. Kraus & Company are discretionary, reflecting their clients' confidence in their decision-making abilities. With one office in Shelburne, the firm is deeply rooted in the local community and remains committed to providing exceptional financial guidance to their valued clients.

Antoine Williams & Associates Wealth Management, LLC is a reputable investment advisory firm based in Shelburne, VT, dedicated to providing comprehensive financial services. With a strong client base of over 250 individuals, the firm manages an impressive $173,065,000 in assets, showcasing their expertise in wealth management. Operating from a single office location, Antoine Williams & Associates Wealth Management, LLC caters to a diverse clientele, with approximately half of their assets under management originating from employer 401(k) plans and individuals. Their considerable experience in this domain allows them to offer tailored strategies for retirement planning and investment management in the corporate sector. The firm's discretionary approach ensures that 100% of the assets they manage receive personalized attention and are overseen with utmost care. Clients can rely on Antoine Williams & Associates Wealth Management, LLC to make informed investment decisions on their behalf, taking into account their unique financial objectives and risk tolerance. The compensation structure offered by Antoine Williams & Associates Wealth Management, LLC is flexible, including options such as a percentage of assets under management and hourly charges. This ensures that clients receive transparent and suitable fee arrangements aligned with the services provided. Led by Antoine Williams, one of the longest-tenured registered advisors, the firm benefits from his extensive industry knowledge and expertise. With a focus on delivering personalized investment advisory services, Antoine Williams & Associates Wealth Management, LLC strives to help clients achieve their financial goals while providing exceptional customer service and guidance.

Silverlake Wealth Management LLC, a local investment advisory firm based out of Williston, VT, is dedicated to helping clients achieve their financial goals. With 11 employees, including 8 experienced investment advisors, they provide comprehensive wealth management services. The firm boasts an impressive average of approximately $72,920,000 in assets under management per investment advisor, aligning with the industry average. Silverlake Wealth Management LLC takes a client-centric approach, tailoring their compensation structure to meet individual needs. Their diverse options include a percentage of assets under management, as well as hourly charges, ensuring transparency and flexibility. With over 850 individual clients and a staggering $420,742,000 in assets under management, they specialize in serving high-net-worth individuals. While the majority of their managed assets are for high-net-worth individuals, Silverlake Wealth Management LLC also possesses the capability to handle employer funds, although 401K and individual accounts represent less than 30% of their assets under management. The firm takes pride in their discretionary management of 89% of the assets, providing clients with trusted expertise and decision-making. Silverlake Wealth Management LLC operates from two offices and has cultivated a team of highly experienced advisors. Among them are some of the longest-tenured professionals in the firm, such as Thomas Golonka, Derek Eddy, and Richard Briand. Their dedication to delivering personalized financial solutions has earned Silverlake Wealth Management LLC a reputation as a trusted partner in helping clients navigate their financial journeys.

Westview Investment Advisors, based out of Burlington, VT, is a small investment advisory firm catering to high net worth individuals. With over 90 individual clients, they manage a substantial $157,367,000 in assets. Westview Investment Advisors operates from a single office, employing a total of four professionals, three of whom offer expert investment advisory services. While 401K and individual accounts make up less than 30% of their assets under management, Westview Investment Advisors possesses the capability to effectively manage employer funds. Their impressive track record is evidenced by the fact that 99% of the assets they handle are discretionary, granting clients a sense of confidence in their expertise. The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can choose the option that best aligns with their investment goals and preferences. At Westview Investment Advisors, the average assets under management per investment advisor is approximately $52,460,000, which is on par with the industry average. Notably, the company boasts a team of experienced advisors, with Erik Giard-Chase, Benjamin Nostrand, and Louise Gibbs being some of the longest-tenured professionals within the firm. With a commitment to personalized service and a comprehensive understanding of the financial landscape, Westview Investment Advisors continues to deliver exceptional results for their discerning clientele.