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.

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.

Berkshire Money Management, Inc. is a leading local investment advisory firm based out of Dalton, MA. With a total of 19 dedicated employees, 9 of whom provide investment advisory services, they strive to deliver exceptional financial management solutions. The firm's primary focus is on managing assets for high net worth individuals, with over 540 individual clients and an impressive $765,618,000 in assets under management. Their team of experienced advisors, including Zachary Marcotte, Scott Little, and Allen Harris, boasts extensive industry knowledge and commitment to providing personalized investment strategies tailored to each client's unique financial goals. The firm's compensation structure is diverse, incorporating various types such as a percentage of assets under management, fixed fees, and performance-based fees. Berkshire Money Management, Inc. prides itself on its ability to effectively manage discretionary assets, with 100% of the assets they handle falling under this category. While 401K and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise and capability to efficiently manage employer funds. This versatility positions them as a trusted partner for both individual and corporate clients seeking professional investment management services. With three office locations, Berkshire Money Management, Inc. ensures accessibility and convenience for their clients. Their average assets under management per investment advisor, approximately $64,530,000, aligns with the industry average, further highlighting their stability and reliability in the financial services sector.

Assabet Advisors, LLC is a small investment advisory firm headquartered in Holden, MA, and operates a single office. With a total of two highly experienced employees, Assabet Advisors offers top-notch investment advisory services. Their expertise has enabled them to manage an average of approximately $63,080,000 in assets per investment advisor, aligning with the industry average. As for their compensation structure, Assabet Advisors employs various methods, including a percentage of assets under management. While their asset portfolio comprises less than 30% from 401K and individual accounts, they possess the capability to effectively manage employer funds. Notably, an impressive 98% of the assets they oversee are under their discretion, showcasing their expertise and trustworthiness. Catering primarily to high-net-worth individuals, Assabet Advisors, LLC serves over 30 individual clients with a combined $126,155,000 in assets under management. The firm takes pride in their commitment to excellence, as exemplified by the tenure of registered advisors Wayne Ushman and Robert Jacobsen, who are among the longest-serving professionals at Assabet Advisors. With a strong focus on personalized investment strategies, Assabet Advisors, LLC diligently evaluates clients' financial goals and risk tolerance to tailor solutions that maximize their investments. Their dedication to client satisfaction and their deep understanding of the financial landscape make Assabet Advisors a reliable choice for individuals seeking comprehensive investment advisory services.

West Branch Capital LLC, based out of Amherst, MA, is a prominent local investment advisory firm with a strong track record in managing high net worth individuals' assets. With 10 dedicated employees, including 5 experienced investment advisors, West Branch Capital provides comprehensive financial services tailored to its clients' specific needs. Impressively, the firm boasts an average of approximately $193,300,000 in assets under management per investment advisor, surpassing the industry average. Its compensation structure is designed to align the interests of the clients and the advisors, incorporating a percentage of assets under management and performance-based fees. With over 250 individual clients, West Branch Capital manages a substantial sum of assets totaling over $435,763,000. While the majority of assets are from high net worth individuals, the firm also has the capacity to manage employer funds, although 401K and individual accounts represent less than 30% of their assets under management. West Branch Capital's expertise lies in discretionary management, as 95% of the assets they oversee are managed with discretion. The firm's success can be attributed to the expertise and dedication of its team, including long-tenured advisors such as Howard Singer, James Ho, and Ayaz Mahmud. They leverage their extensive experience and knowledge to deliver exceptional investment advisory services. With four offices strategically located, West Branch Capital LLC remains committed to providing personalized financial solutions, diligently working to help its clients achieve their financial goals and secure their financial future.

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.

Stakeholders Capital, based out of Amherst, MA, is a leading investment advisory firm with a strong track record in managing assets for high net worth individuals. With a team of 8 dedicated professionals, including 4 investment advisors, they possess a wealth of expertise in delivering exceptional financial guidance. With an impressive average of approximately $2,307,850,000 in assets under management per investment advisor, Stakeholders Capital surpasses industry standards. Their compensation structure is diverse, incorporating a percentage of assets under management among other types. Catering to over 80 individual clients, Stakeholders Capital manages an extensive portfolio of over $145,689,000 in assets. The majority of these assets are entrusted by high net worth individuals seeking specialized financial services. While 401K and individual accounts constitute less than 30% of their assets under management, Stakeholders Capital demonstrates the capability to oversee employer funds. Operating as an insurance broker or agent, they offer comprehensive services beyond investment advisory. With two offices, the firm ensures accessibility and convenience for their clients. Terrance Mollner, one of the firm's longest-tenured registered advisors, has been with Stakeholders Capital since 2013, bringing years of experience and expertise to the team. Stakeholders Capital distinguishes itself with a discretionary management approach, overseeing 89% of the assets they handle. Their commitment to personalized service and their exceptional asset management capabilities make them a trusted partner for clients seeking to optimize their financial portfolios.

Granite Financial Partners, headquartered in Milford, NH, is a reputable investment advisory firm serving a diverse clientele. With over 170 individual clients and a staggering $250,119,000 in assets under management, Granite Financial Partners is committed to providing exceptional financial solutions. The firm operates from two strategically located offices to cater to their clients' needs effectively. Although 401K and individual accounts constitute less than 30% of their total assets under management, Granite Financial Partners boasts the capability to effectively manage employer funds. Impressively, 91% of the assets they oversee are handled with discretionary authority, demonstrating their expertise and trustworthiness in making informed investment decisions. Granite Financial Partners offers a flexible compensation structure tailored to their clients' preferences. Their compensation options include a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with their clients' financial goals. With a team of six dedicated professionals, including two experienced investment advisors, Granite Financial Partners ensures personalized attention and tailored solutions for their clients. On average, each investment advisor manages approximately $125,060,000 in assets, which aligns with the industry average, highlighting their competence and expertise in the financial services sector. As a leading investment advisory firm in Milford, NH, Granite Financial Partners prides itself on delivering comprehensive financial guidance and helping clients achieve their long-term financial objectives. With their extensive experience and client-centric approach, they have established a solid reputation for excellence in the industry.

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.

Robert A. Zock & Co., Inc., an established investment advisory firm, is located in Sutton, NH, operating from three offices. With an impressive track record, the firm serves a diverse client base of over 20 individuals, managing a substantial $140,199,000 in assets. Specializing in discretionary asset management, they cater primarily to high net worth individuals. The firm's compensation structure encompasses various methods, including a percentage of assets under management and hourly charges, ensuring flexibility for clients. The team at Robert A. Zock & Co., Inc. consists of two dedicated employees, each providing exceptional investment advisory services. Robert Zock Jr., Maureen Zock, and Robert Zock are some of the longest-serving advisors at the firm, contributing their expertise and experience to its continued success. Their combined efforts have resulted in an average of approximately $70,100,000 in assets under management per investment advisor, a figure that aligns with industry standards. With a reputation built on trust and reliability, Robert A. Zock & Co., Inc. strives to deliver tailored investment strategies that align with their clients' financial goals. By employing rigorous analysis and staying abreast of market trends, the firm ensures the highest level of service and commitment to each individual client. As the investment landscape evolves, Robert A. Zock & Co., Inc. remains dedicated to providing personalized investment solutions, helping clients navigate the complexities of wealth management while aiming for long-term success.

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.