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Best Investment Firms in Vermont

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Firms or Advisors

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Assets (AUM)
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20B+
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Datalign Advisory CRD: 317004 Verified
NATIONWIDE
Datalign Advisory is a platform that connects people with pre-screened financial advisors in 3 minutes. All advisors are fiduciaries, meaning they put your needs and financial goals first.
  • Connect with an advisor based on your preferences and financial profile
  • Nationwide coverage, with-in person and remote advisory available
  • Both asset-based and fee-based advisors available
  • All advisors registered with the SEC
Match
10 Firms Found
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ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC CRD: 312253
SHELBURNE, VT
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
BASCOMB MADISON & JAMES CAPITAL MANAGEMENT CRD: 154148
SOUTH BURLINGTON, VT
Client Count and Type
Less than 1%General Clients
80%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
20%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
BENNINGTON FINANCIAL PLANNING GROUP CRD: 116302
BENNINGTON, VT
Client Count and Type
82%General Clients
18%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
BIRCHVIEW CAPITAL, LP CRD: 170534
BURLINGTON, VT
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
100%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
BROADLAKE FINANCIAL MANAGEMENT CRD: 105057
SOUTH BURLINGTON, VT
Client Count and Type
86%General Clients
12%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
2%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
205.14K
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
BTV CAPITAL LLC CRD: 170290
BURLINGTON, VT
Client Count and Type
25%General Clients
75%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
CASEY CAPITAL STRATEGIES, LLC CRD: 163761
STOWE, VT
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
CATAMOUNT ASSET MANAGEMENT LLC CRD: 160043
RUTLAND, VT
Client Count and Type
91%General Clients
9%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
CHAMPLAIN INVESTMENT PARTNERS, LLC CRD: 132474
BURLINGTON, VT
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
17%Investment Companies
Less than 1%Business Development Companies
9%Pooled Investment Vehicles
16%Pension Profit Sharing
43%Charitable Organizations
16%State Or Municipal
Assets Under Management
315.17M
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
CLEAN YIELD ASSET MANAGEMENT CRD: 104826
NORWICH, VT
Client Count and Type
38%General Clients
57%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
5%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
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