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.

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.

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.

Hanson & Doremus Investment Management, headquartered in Burlington, VT, is a well-established local investment advisory firm with a reputation for excellence. With over 320 individual clients and an impressive $606,366,000 in assets under management, they have earned the trust and confidence of their clients. Although 401K and individual accounts represent less than 30% of their assets under management, Hanson & Doremus Investment Management possesses the expertise and capability to effectively manage employer funds. A remarkable 95% of the assets they manage are discretionary, indicating their clients' confidence in the firm's ability to make sound investment decisions on their behalf. Catering predominantly to high net worth individuals, Hanson & Doremus Investment Management focuses on providing personalized and comprehensive investment solutions tailored to their clients' unique financial goals. Their compensation structure offers flexibility and includes various options such as a percentage of assets under management and hourly charges, ensuring transparency and alignment with clients' needs. With a team of 13 dedicated professionals, including 7 investment advisors, Hanson & Doremus Investment Management boasts a solid advisor-to-assets ratio. Their average assets under management per investment advisor, amounting to approximately $86,620,000, aligns with industry standards. The firm takes pride in the expertise and experience of its advisors, with long-tenured professionals like Elisabeth Ford, Arthur Wright, and Anne Doremus contributing to the firm's success. Hanson & Doremus Investment Management is committed to delivering exceptional service and building long-term relationships with their clients. Their local presence, combined with their proven track record, positions them as a trusted partner for individuals seeking comprehensive investment management solutions in the Burlington, VT area and beyond.

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.

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.

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.

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.

One Day In July LLC, based out of Burlington, VT, is a reputable investment advisory firm with a strong presence in the financial market. With over 620 individual clients and an impressive $587,450,000 in assets under management, they have established themselves as a trusted partner for wealth management. With four offices strategically located, the firm caters to a diverse range of clients seeking professional guidance. Although 401K and individual accounts account for less than 30% of their assets, One Day In July LLC has the expertise to manage employer funds as well. An impressive 98% of the assets they oversee are managed discretely, showcasing their commitment to personalized investment strategies. The firm primarily focuses on high net worth individuals, offering tailored financial solutions to meet their unique goals and requirements. One Day In July LLC boasts a team of 18 dedicated professionals, with 12 of them providing expert investment advisory services. Each advisor manages an average of approximately $48,950,000 in assets, aligning with industry standards. The firm's compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Notably, One Day In July LLC takes pride in its long-tenured advisors, such as Joshua Kruk, Hans Smith, and Daniel Cunningham. Their experience and expertise contribute to the firm's solid reputation in the industry, fostering trust and confidence among clients. With their extensive client base, impressive asset management figures, and a team of seasoned professionals, One Day In July LLC continues to deliver exceptional financial services and remains committed to helping clients achieve their financial objectives.

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.

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.