Prentiss Smith & Company, Inc., a local investment advisory firm based out of Brattleboro, VT, is known for their exceptional services in managing assets and providing investment advice. With a team of nine dedicated professionals, seven of whom specialize in investment advisory services, the firm delivers personalized financial solutions to a diverse client base. Impressively, each investment advisor at Prentiss Smith & Company manages an average of approximately $196,550,000 in assets, surpassing the industry average and reflecting their expertise in wealth management. The firm's compensation structure includes a variety of options such as a percentage of assets under management and performance-based fees, ensuring a client-focused approach. Catering to over 320 individual clients, Prentiss Smith & Company effectively oversees more than $402,004,000 in assets. Notably, a significant portion of their managed assets, about half, originates from employer 401Ks and individuals, a testament to their strong track record in this sector. The firm has developed valuable experience in these areas, fostering trust and long-term partnerships with their clients. With 99% of their assets managed on a discretionary basis, Prentiss Smith & Company provides comprehensive portfolio management, empowering clients to entrust the firm with their investment decisions. Supported by two offices, the company's commitment to delivering exceptional results is evident through the contributions of their experienced team members. Notable individuals such as Ethan Birchard, Penelope Kaufman, and Gertrude Saville, who have been with the firm for an extended period, bring stability and expertise to their clients' financial journeys. Overall, Prentiss Smith & Company, Inc. stands out as a leading investment advisory firm, combining local presence, a strong team, extensive assets under management, and a client-centric approach to meet the unique financial needs of 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.

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.

Farrow Financial Inc is a small investment advisory firm based out of Randolph, VT, specializing in providing comprehensive financial solutions. With one office in Randolph, the firm has five dedicated employees, two of whom are experienced investment advisors. Farrow Financial Inc manages a substantial portfolio of approximately $97,440,000 in assets per investment advisor, a figure that aligns with the industry average. The firm's compensation structure is flexible and includes various types, such as a percentage of assets under management, fixed fees, and hourly charges. While a significant portion of their assets under management stems from high net worth individuals, they also possess the expertise to manage employer funds, although 401K and individual accounts make up less than 30% of their total assets. Farrow Financial Inc operates under a discretionary investment approach, giving them full authority to make investment decisions on behalf of their clients. With a diverse client base, the firm serves over 90 individual clients, managing a combined total of more than $194,881,000 in assets. John Farrow and Jody Davignon are two of the firm's most tenured registered advisors, bringing a wealth of knowledge and experience to their roles. Farrow Financial Inc prides itself on delivering personalized financial strategies tailored to the unique needs and goals of each client, ensuring their financial well-being and long-term success.

Maple Capital Management, Inc. is a reputable investment advisory firm headquartered in Montpelier, VT, with a team of 22 highly skilled professionals dedicated to providing top-notch investment services. With an average of $110,330,000 in assets under management per investment advisor, their performance aligns with industry norms. The firm offers a diverse compensation structure, including options such as a percentage of assets under management and fixed fees. Distinguishing itself in the market, Maple Capital Management, Inc. boasts an extensive client base of over 490 individuals, collectively entrusting the firm with a remarkable $1,366,024,000 in assets under management. Predominantly serving high net worth individuals, the firm's expertise lies in managing substantial wealth. While 401K and individual accounts comprise less than 30% of their assets under management, Maple Capital Management, Inc. does possess the capability to oversee employer funds. As a local investment advisory firm deeply rooted in Montpelier, VT, Maple Capital Management, Inc. operates from two office locations, ensuring accessibility and personalized service for their valued clients. The company takes pride in its team of experienced advisors, including notable individuals such as Evan Pemberton, Elizabeth Lewis, and Ramsey Luhr, who have demonstrated exceptional dedication and commitment over the years. Committed to providing comprehensive financial solutions, Maple Capital Management, Inc. has garnered a strong reputation for delivering reliable investment advice, while maintaining discretion over 100% of the assets they manage. With their seasoned team, extensive resources, and dedication to client success, the firm continues to flourish as a trusted partner in wealth management within the Montpelier community and beyond.

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.

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.

Pathway Financial Advisors, LLC is a reputable investment advisory firm headquartered in South Burlington, VT. With a team of 13 talented professionals, including 6 dedicated investment advisors, they provide expert financial guidance to a diverse client base. The firm boasts an impressive average of approximately $33,820,000 in assets under management per investment advisor. Their compensation structure is designed to accommodate different client needs and includes options such as a percentage of assets under management and hourly charges. Pathway Financial Advisors, LLC manages a substantial portfolio, with over 130 individual clients entrusting them with a total of $656,415,000 in assets under management. Notably, more than 80% of the firm's assets under management come from employer 401(k) plans and individual accounts. This specialization enables them to offer highly tailored services and expertly manage both employer-sponsored retirement plans and individual investments. Pathway Financial Advisors, LLC takes great pride in their ability to provide discretionary asset management, allowing them to make informed investment decisions on behalf of their clients. Their unwavering commitment to excellence and integrity has solidified their reputation as a trusted partner in financial planning. With two conveniently located offices, Pathway Financial Advisors, LLC is deeply rooted in the South Burlington community. The firm's long-standing advisors, including Mary Williams, Darren Beck, and Scott Beaudin, bring a wealth of experience and knowledge to their clientele. Clients can rely on their expertise to navigate the complexities of the financial landscape and achieve their long-term goals.

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.

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.