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.

TRG Investment Advisors, LLC, based out of Brattleboro, VT, is a reputable small investment advisory firm. With a team of seven dedicated professionals, four of whom provide investment advisory services, they offer expert guidance in managing clients' financial portfolios. Each investment advisor at TRG Investment Advisors, LLC, boasts an impressive average of $2,760,000 in assets under management, showcasing their expertise in handling substantial financial portfolios. The compensation structure at TRG Investment Advisors, LLC, encompasses various types, including a percentage of assets under management and performance-based fees. This approach ensures alignment between the firm's success and the clients' investment performance, fostering a mutually beneficial relationship. Having amassed an extensive client base, TRG Investment Advisors, LLC serves over 160 individual clients, entrusted with more than $740,564,000 in assets under management. While their portfolio consists mainly of non-401K and individual accounts, accounting for less than 30% of the total assets, the firm possesses the necessary capabilities to efficiently manage employer funds. Impressively, 7% of the assets under TRG Investment Advisors, LLC's management are discretionary, illustrating the high level of trust their clients place in their expertise and decision-making capabilities. With two offices, the firm offers convenient accessibility to their services, ensuring that clients receive personalized attention and tailored financial solutions. Notably, TRG Investment Advisors, LLC prides itself on its seasoned advisory team. Among their longest-tenured advisors are Steven Burnett, Allisyn Lambert, and Benjamin Taggard, whose extensive experience further solidifies the firm's reputation for delivering reliable and knowledgeable financial guidance.

Manchester Capital Management LLC, based out of Manchester, VT, is a distinguished investment advisory firm providing exceptional financial services to a diverse clientele. With a team of 33 dedicated professionals, 14 of whom specialize in investment advisory services, the firm is committed to delivering personalized strategies tailored to meet the unique goals of each client. With an impressive average of approximately $144,900,000 in assets under management per investment advisor, Manchester Capital Management LLC stands out in the industry for their exceptional performance. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees, ensuring alignment with client success. The firm boasts an impressive portfolio of over 90 individual clients, entrusted with assets exceeding $3,167,899,000 under management. Primarily catering to high net worth individuals, Manchester Capital Management LLC offers comprehensive and strategic financial planning solutions that align with their clients' long-term objectives. Notably, 84% of the assets managed by Manchester Capital Management LLC are discretionary, allowing the firm to proactively respond to market conditions and swiftly capitalize on opportunities. Additionally, the firm extends its expertise as a commodity pool operator or commodity trading advisor, both registered and exempt from registration. Manchester Capital Management LLC, a local establishment, has flourished in Manchester, VT, and operates through four offices. Their success can be attributed to a team of experienced professionals, including Andrew Beresford, Brian Vogel, and Edward Cronin, who have played integral roles in the firm's sustained growth and client satisfaction.

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.

Clean Yield Asset Management is a small investment advisory firm based out of Norwich, VT, with two offices. With a team of eight employees, four of whom provide investment advisory services, Clean Yield Asset Management caters to a diverse clientele. Their expertise lies in managing assets for high net worth individuals, and they currently serve over 110 individual clients. The firm boasts an impressive total of $477,811,000 in assets under management, averaging approximately $119,450,000 per investment advisor. Clean Yield Asset Management follows a discretionary investment approach, where they have full authority to make investment decisions on behalf of their clients. They offer various compensation structures, including a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to meet their clients' needs. While their focus primarily centers around managing assets for high net worth individuals, Clean Yield Asset Management also possesses the capability to manage employer funds. However, 401K and individual accounts constitute less than 30% of their assets under management. With a team of experienced advisors, Clean Yield Asset Management ensures that their clients receive expert guidance and support. Some of the longest-tenured advisors at the firm include Elizabeth Glenshaw, Eric Becker, and Dorigen Hofmann, who bring a wealth of knowledge and experience to the table. Clean Yield Asset Management's commitment to personalized service and their proven track record of managing significant assets have positioned them as a trusted partner for individuals seeking professional investment advice.

Based out of Norwich, VT, Otto & Associates, Inc. is a small investment advisory firm with a strong reputation in the industry. With a team of six dedicated employees, three of whom provide investment advisory services, they offer comprehensive financial guidance to their clients. The firm boasts an impressive average of approximately $662,440,000 in assets under management per investment advisor, well above the industry average. With a diverse compensation structure, Otto & Associates, Inc. ensures flexibility for both their clients and advisors. Their compensation methods include a percentage of assets under management as well as fixed fees, among others. Their clientele consists of over 80 individual clients, with assets under management totaling more than $194,455,000. The majority of the assets they manage are for high-net-worth individuals, though they also have the capability to handle employer funds. All the assets managed by Otto & Associates, Inc. are discretionary, providing their clients with a high level of trust and confidence. The firm maintains a single office in Norwich, VT, where their dedicated team of advisors diligently serves their clients' financial needs. Notably, some of the longest-tenured advisors at the firm include Susan Goodell, David Otto, and Deborah Maher. With their extensive experience and expertise, they contribute to the firm's track record of delivering exceptional service and financial guidance to their valued clients.

Bennington Financial Planning Group, headquartered in Bennington, VT, is a reputable investment advisory firm providing comprehensive financial planning services. With a team of three highly skilled professionals, they offer personalized investment advisory services to a diverse clientele. Boasting an impressive average of $50,020,000 in assets under management per investment advisor, the firm's expertise aligns with the industry average. Their compensation structure is designed to meet clients' needs and preferences, offering options such as a percentage of assets under management and hourly charges. Bennington Financial Planning Group has demonstrated significant proficiency in managing employer 401Ks and individual portfolios, with approximately half of their assets under management derived from these sources. Notably, 95% of the assets they manage are discretionary, showcasing their ability to make strategic investment decisions. In addition to their investment advisory services, the firm serves as a registered representative of a broker-dealer, ensuring a comprehensive range of financial solutions for their clients. With a substantial client base of over 230 individuals, Bennington Financial Planning Group effectively manages assets totaling more than $150,047,000. The firm takes pride in its experienced team, including Brian Mckenna, Michael Mckenna, and Donald Mckenna, who have been with the company for many years. Their commitment to delivering exceptional financial planning advice has earned them a solid reputation within the community. Bennington Financial Planning Group's dedication, expertise, and client-centric approach make them a trusted partner for individuals seeking professional financial guidance.

Williams Financial, LLC, a small investment advisory firm based out of Bennington, VT, is dedicated to helping individuals and businesses achieve their financial goals. With over 200 individual clients and an impressive $147,574,000 in assets under management, they have established a strong reputation for providing comprehensive financial services. The firm boasts three offices strategically located to better serve their clients' needs. In addition to their investment advisory services, Williams Financial, LLC also offers the expertise of an accountant or accounting firm, ensuring a holistic approach to financial planning. A notable aspect of their portfolio is their extensive experience in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. Impressively, 97% of the assets they manage are handled with discretion, showcasing their commitment to tailor-made solutions. Williams Financial, LLC adopts a flexible compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows clients to choose the payment method that best suits their needs. The firm's team comprises seven dedicated professionals, three of whom specialize in providing investment advisory services. Their investment advisors manage an average of $49,190,000 in assets under management per advisor, aligning with industry standards. Noteworthy members of the Williams Financial, LLC team include Tyler Cinelli, Daryl Spirka, and James Williams, who are among the longest-tenured advisors at the firm. Their expertise and commitment to client satisfaction contribute to the firm's continued success in delivering top-notch financial solutions.

Summit Wealth Group LLC, based out of White River Junction, VT, is a highly reputable investment advisory firm. With a team of 11 dedicated professionals, including 8 experienced investment advisors, Summit Wealth Group provides comprehensive financial guidance and wealth management services. Their expertise has allowed them to amass an impressive average of approximately $241,620,000 in assets under management per investment advisor, surpassing the industry average. With over 260 individual clients and more than $499,675,000 in assets under management, Summit Wealth Group primarily caters to high net worth individuals. While their focus lies predominantly on managing assets for this clientele, they also possess the capability to handle employer funds, although 401K and individual accounts account for less than 30% of their assets under management. As a trusted registered representative of a broker-dealer, insurance broker or agent, and an accounting firm, Summit Wealth Group offers a comprehensive range of financial services. Operating from two offices, Summit Wealth Group has established itself as a local leader in investment advisory services. The firm takes pride in its team of seasoned advisors, including the longest-tenured professionals Heather Meeks, Erik Randall, and Erik Potts, who bring a wealth of experience and expertise to the table. Summit Wealth Group's compensation structure is designed to align with their clients' success, incorporating a percentage of assets under management and performance-based fees. With a commitment to providing exceptional service and personalized financial strategies, Summit Wealth Group LLC stands out as a trusted partner in helping clients achieve their financial goals.

Hutner Capital Management Inc., a reputable investment advisory firm based in Manchester, VT, is dedicated to providing personalized financial solutions to its diverse client base. With over 30 individual clients entrusting them with their financial needs, Hutner Capital Management oversees a substantial $190,073,000 in assets under management. The firm operates from two offices, ensuring accessibility and convenience for their valued clientele. As a small but formidable player in the investment industry, Hutner Capital Management manages 100% of its clients' assets on a discretionary basis, allowing for flexibility and timely decision-making. Their compensation structure offers various options, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring a mutually beneficial relationship. With a total of four dedicated employees, Hutner Capital Management has a lean team, with two investment advisors providing expert guidance and advisory services. On average, each investment advisor manages approximately $95,040,000 in assets, aligning with the industry standard. Notably, Daniel Hutner, one of the firm's registered advisors, boasts an exceptional tenure, having been with the company since 4024, showcasing his extensive experience and commitment to the firm's success. Hutner Capital Management Inc. prides itself on its client-centric approach, leveraging its expertise and knowledge to assist individuals in achieving their financial goals. With a solid foundation and a track record of excellence, Hutner Capital Management is a trusted partner for wealth management and investment advisory services in the Manchester, VT area.

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.

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.