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.

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.

Mascoma Wealth Management is a reputable local investment advisory firm located in Hanover, NH, with two well-established offices. With a team of eight dedicated professionals, seven of whom specialize in investment advisory services, the firm offers comprehensive wealth management solutions to its diverse clientele. Known for their expertise in managing employer 401Ks and individual investments, Mascoma Wealth Management has successfully amassed over $421,754,000 in assets under management from more than 690 individual clients. Their average assets under management per investment advisor amount to approximately $62,930,000, aligning with industry averages. The firm's compensation structure includes various types, such as a percentage of assets under management, ensuring that their advisors are incentivized to deliver optimal results for their clients. With 86% of their assets under management being discretionary, Mascoma Wealth Management possesses the necessary discretion to make informed investment decisions on behalf of their clients. Mascoma Wealth Management prides itself on its long-standing presence in the industry, backed by a team of seasoned advisors. Among them are respected professionals like Thomas Zuttermeister, Matthew Dattilio, and Kimberley Robinson, who have demonstrated exceptional commitment and expertise in serving their clients. Through their personalized approach and in-depth knowledge of investment strategies, Mascoma Wealth Management is dedicated to helping individuals and employers navigate the complexities of wealth management. With their solid track record and commitment to client success, they continue to be a trusted partner for individuals and organizations seeking comprehensive financial guidance.

Brendel Financial Advisors LLC, based out of Hanover, NH, is a small investment advisory firm providing comprehensive financial services to its clients. With a team of five dedicated professionals, including two experienced investment advisors, they offer personalized and strategic advice to help clients achieve their financial goals. With an impressive average of approximately $20,780,000 in assets under management per investment advisor, Brendel Financial Advisors LLC demonstrates their expertise in managing clients' assets effectively. Their compensation structure is flexible, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and aligning their interests with those of their clients. Catering primarily to high-net-worth individuals, Brendel Financial Advisors LLC manages over $208,724,000 in assets for more than 230 individual clients. While the majority of their managed assets belong to high-net-worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Notably, 92% of the assets they manage are discretionary, showcasing their clients' trust in their expertise. In addition to their investment advisory services, Brendel Financial Advisors LLC also serves as a registered representative of a broker-dealer, further expanding their capabilities and providing comprehensive financial solutions to their clients. With their main office located in Hanover, NH, the firm has established a strong presence in the local community. John Brendel and Timothy Draper, two of the longest tenured registered advisors with the firm, bring a wealth of experience and knowledge to their clients. Their commitment to delivering exceptional service and their expertise in financial planning and investment management make Brendel Financial Advisors LLC a trusted partner for individuals seeking professional financial advice.

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.

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.

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.

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.

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.