Find Top Financial Advisors Near Randolph, Vermont
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LOUDON INVESTMENT MANAGEMENT, LLC
West Lebanon, New Hampshire
Loudon Investment Management, LLC is a reputable investment advisory firm headquartered in West Lebanon, NH. With over 30 individual clients and assets under management exceeding $168,043,000, the company has established a strong presence in the financial industry. Specializing in discretionary management, Loudon Investment Management primarily caters to high net worth individuals, although they also possess the capability to oversee employer funds.
With a team of four dedicated professionals, including three investment advisors, Loudon Investment Management ensures personalized and expert service for their discerning clientele. The firm's average assets under management per investment advisor amount to approximately $56,010,000, demonstrating their ability to handle substantial portfolios. Their compensation structure offers various options, including a percentage of assets under management.
Loudon Investment Management's success can be attributed to the extensive experience and knowledge of their team. Douglas Loudon, Emily Sands, and Lynn O'Mealia are among the firm's longest tenured advisors, contributing to its strong track record and client satisfaction.
As a small investment advisory firm, Loudon Investment Management maintains a commitment to providing exceptional financial guidance and ensuring the growth and preservation of their clients' wealth. Their expertise and personalized approach make them a trusted partner for individuals seeking reliable and effective investment strategies. With a focus on delivering results, Loudon Investment Management continues to build upon its strong reputation in the industry.
PARLIN ADVISORS LLC
Hague, New York
Parlin Advisors LLC, a small investment advisory firm headquartered in Hague, NY, offers professional financial guidance and services to individuals and organizations. With a sole office in Hague, they boast a team of highly skilled and dedicated professionals, all of whom specialize in investment advisory services. The firm manages an impressive average of approximately $37,520,000 in assets under management per investment advisor, demonstrating their expertise in handling substantial portfolios.
In terms of compensation, Parlin Advisors LLC employs a diverse compensation structure, including a percentage of assets under management, among other methods. While less than 30% of their assets under management are allocated to 401(k) and individual accounts, they possess the capability to effectively manage employer funds as well. Notably, the firm exclusively operates with discretionary authority, managing 100% of the assets under their care.
With a strong client base, Parlin Advisors LLC serves over 20 individual clients who collectively entrust them with more than $37,519,000 in assets under management. One of the firm's standout professionals, Kenneth Parlin, has been a registered advisor with the company since 2021, exemplifying their commitment to longevity and consistency in client relationships.
Parlin Advisors LLC prides itself on delivering comprehensive investment advisory services tailored to meet the unique needs and goals of their diverse clientele. Through their expertise and unwavering dedication, they aim to provide sound financial strategies and support to help their clients achieve their long-term financial objectives.
OTTO & ASSOCIATES, INC.
Norwich, Vermont
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.
INTRACK INVESTMENT MANAGEMENT, INC.
South Burlington, Vermont
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.
MARBLE TRAIL ADVISORS
Middlebury, Vermont
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.
CLEAN YIELD ASSET MANAGEMENT
Norwich, Vermont
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.
FISHER FINANCIAL ADVISORS LLC
Hanover, New Hampshire
Fisher Financial Advisors LLC, a small investment advisory firm based in Hanover, NH, is dedicated to providing comprehensive financial guidance and personalized investment strategies to their clients. With a total of three employees, including two experienced investment advisors, Fisher Financial Advisors excels in managing assets for individuals and employer 401Ks.
The firm boasts an impressive average of approximately $1,690,000 in assets under management per investment advisor, reflecting their commitment to delivering tailored solutions that align with their clients' financial goals. Their compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring flexibility and transparency in their client relationships.
With over 500 individual clients and an impressive $180,000,000 in assets under management, Fisher Financial Advisors has established a strong presence in the financial advisory industry. Their expertise and extensive experience in managing employer 401Ks and individual assets have contributed significantly to their success.
Nathaniel Fisher and Timothy Fisher, two of the firm's longest-tenured registered advisors, bring a wealth of knowledge and professionalism to the team. Their expertise, combined with the firm's commitment to exceptional client service, has earned Fisher Financial Advisors a reputation for excellence within the Hanover community and beyond.
Operating from three offices, Fisher Financial Advisors is well-positioned to provide comprehensive financial planning, investment management, and retirement planning services to a diverse range of clients. As a firm that manages 100% discretionary assets, Fisher Financial Advisors is dedicated to delivering peace of mind and financial security to their valued clients.
FARROW FINANCIAL INC
Randolph, Vermont
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.
M. KRAUS & COMPANY
Shelburne, Vermont
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.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
New London, New Hampshire
Hager Investment Management Services, LLC is a highly regarded investment advisory firm based in New London, NH. With over 110 individual clients and assets under management totaling more than $104,360,000, Hager Investment Management Services, LLC caters to a diverse range of investors. Despite the firm's small size, it operates out of a single office, delivering personalized and comprehensive investment solutions.
Although 401K and individual accounts constitute a minority of their assets under management, Hager Investment Management Services, LLC possesses the expertise to manage employer funds. An impressive 95% of the assets they handle are discretionary, highlighting the firm's ability to make autonomous investment decisions on behalf of their clients.
The firm specializes in managing the wealth of high net worth individuals, making up the majority of the assets under their supervision. Hager Investment Management Services, LLC implements a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures alignment with client goals and fosters long-term relationships based on trust and mutual success.
With a team of three dedicated employees, all offering investment advisory services, Hager Investment Management Services, LLC maintains a favorable advisor-to-assets ratio. Each investment advisor at the firm manages an average of approximately $34,790,000 in assets, showcasing their commitment to personalized attention and tailored investment strategies.
The company boasts a seasoned team of advisors, with notable individuals like Robin Brigham, Peter Hager, and Andrew Hager, who have been with the firm for an extended period. Their combined experience and expertise contribute to Hager Investment Management Services, LLC's sterling reputation as a trusted partner in managing clients' financial well-being.
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HAGER INVESTMENT MANAGEMENT SERVICES, LLC
New London, New Hampshire
Hager Investment Management Services, LLC is a highly regarded investment advisory firm based in New London, NH. With over 110 individual clients and assets under management totaling more than $104,360,000, Hager Investment Management Services, LLC caters to a diverse range of investors. Despite the firm's small size, it operates out of a single office, delivering personalized and comprehensive investment solutions.
Although 401K and individual accounts constitute a minority of their assets under management, Hager Investment Management Services, LLC possesses the expertise to manage employer funds. An impressive 95% of the assets they handle are discretionary, highlighting the firm's ability to make autonomous investment decisions on behalf of their clients.
The firm specializes in managing the wealth of high net worth individuals, making up the majority of the assets under their supervision. Hager Investment Management Services, LLC implements a flexible compensation structure, including options such as a percentage of assets under management, hourly charges, and fixed fees. This approach ensures alignment with client goals and fosters long-term relationships based on trust and mutual success.
With a team of three dedicated employees, all offering investment advisory services, Hager Investment Management Services, LLC maintains a favorable advisor-to-assets ratio. Each investment advisor at the firm manages an average of approximately $34,790,000 in assets, showcasing their commitment to personalized attention and tailored investment strategies.
The company boasts a seasoned team of advisors, with notable individuals like Robin Brigham, Peter Hager, and Andrew Hager, who have been with the firm for an extended period. Their combined experience and expertise contribute to Hager Investment Management Services, LLC's sterling reputation as a trusted partner in managing clients' financial well-being.
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
Shelburne, Vermont
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.
PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, Vermont
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.