AUM per client for Team firms serving clients in Vermont

Team firms active in Vermont 42 firms

Very Low $320K-$790K

Low $790K-$1M

Typical $1M-$1.6M

High $1.6M-$2.5M

Very High $2.5M-$5.7M

5th 20th 40th 60th 80th 95th

Median: $1.5M

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Regal Advisory Services, Inc.	Very Low $350K	$95M	269	17%
Vision Investment Advisors, LLC	Typical $1.1M	$130M	127	43%
Manchester Capital Management LLC	Very High $11M	$2.2B	211	73%
Revere Wealth Management LLC	Very Low $780K	$78M	101	4%
LRI Investments	Very High $4M	$1.9B	477	45%
Gannett Wealth Advisors	Very Low $660K	$89M	135	93%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Glassman Wealth Services, LLC	Very High $6.9M	$2.5B	359	84%
Wellington Shields & Co., LLC	Low $860K	$500M	580	28%
Capital Cities Investments	Very Low $600K	$290M	476	13%
Kreitler Financial LLC	Very High $3.3M	$570M	173	63%
Rose Capital Advisors, LLC	High $1.7M	$600M	363	64%
Mascoma Wealth Management	Typical $1.1M	$460M	422	29%
TRG Investment Advisors, LLC	Very Low $640K	$150M	241	33%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Pathway Financial Advisors, LLC	Very High $5.7M	$1.4B	253	79%
M. Kraus & Company	Very High $2.5M	$540M	219	60%
Point Windward Advisors, Inc.	Typical $1.3M	$360M	278	17%
Rock Point Advisors, LLC	Very High $2.6M	$610M	232	65%
Hanson & Doremus Investment Management	High $1.7M	$1B	584	43%
Kilter Group	Very Low $670K	$280M	413	29%
Woodstock Wealth Management, Inc.	Very Low $430K	$660M	1,554	7%
Prentiss Smith & Company, Inc.	Typical $1.4M	$410M	300	3%
Marble Trail Advisors	High $1.6M	$580M	368	51%
Summit Wealth Group LLC	High $1.7M	$740M	445	50%
Great Diamond Partners, LLC	Typical $1.5M	$790M	523	54%
Sandy Cove Advisors, LLC	Very High $2.5M	$680M	275	75%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Wood Wealth Group, LLC	Very Low $150K	$56M	373	4%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Elevatus Wealth Management, LLC	Typical $1.5M	$500M	326	42%
Bay Colony Advisors	Very Low $530K	$1.4B	2,650	33%
ALTA Capital Management LLC	Low $850K	$1B	1,193	24%
Pearson Financial Services	—	—	500	0%
Silverlake Wealth Management LLC	Low $790K	$810M	1,028	25%
One Day In July LLC	Low $980K	$1.3B	1,351	28%
Stratton Capital Investment Advisory LLC	Very Low $210K	$130M	643	9%
Navellier & Associates Inc	Low $870K	$1.1B	1,242	97%
Maple Capital Management, Inc.	Typical $1.5M	$2.4B	1,563	42%
MSA Financial	Low $1M	$1.4B	1,324	36%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support