HNW client percentage for Enterprise firms serving clients in Vermont

Enterprise firms active in Vermont 37 firms

Very Low 0%-1%

Low 1%-14%

Typical 14%-26%

High 26%-65%

Very High 65%-65%

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

Median: 22%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
ESI Financial Advisors	High 26%	3,041	11,897	$220K
Citigroup Global Markets	High 40%	23,441	58,096	$710K
VOYA Financial Advisors, Inc.	Typical 19%	3,095	16,313	$240K
Bankers Life Advisory Services, Inc.	Very Low 0%	5	14,275	$170K
OSAIC Institutions, INC.	Very Low 0%	37	15,798	$310K
HSBC SECURITIES (USA) Inc.	Typical 15%	1,791	12,045	$310K
Integrity Alliance, LLC	Low 10%	1,082	10,660	$450K
Primerica Advisors	Typical 22%	17,261	80,267	$230K
Advice and Planning Services	Very High 65%	46,802	72,469	$520K
ROCKEFELLER Capital Management	High 32%	15,255	47,801	$1.7M
Mercer Global Advisors Inc.	High 53%	18,398	35,044	$2.2M
Mai Capital Management, LLC	High 31%	4,902	15,740	$2.2M
key Investment Services LLC	Low 3%	1,140	34,509	$250K
TD private Client Wealth LLC	Low 6%	1,518	25,351	$270K
Eagle Strategies (NY Life)	Typical 20%	27,125	132,722	$240K
Savant Wealth Management	High 29%	6,555	22,683	$1.9M
Hantz financial Services, Inc.	Low 10%	2,423	23,624	$420K
Focus Partners Wealth, LLC	High 49%	30,177	61,002	$2.6M
SPC	Low 3%	832	30,595	$190K
Beacon Pointe Advisors, LLC	High 39%	11,482	29,565	$1.7M
Kestra Advisory	Typical 23%	26,123	115,285	$620K
Newedge Advisors	High 27%	13,112	48,809	$810K
Osaic Advisory Services, LLC	Low 13%	3,755	29,516	$510K
wealth Enhancement Advisory Services, LLC	High 34%	27,424	80,986	$1.4M
Cwm, Llc	Typical 14%	7,231	52,263	$880K
Citizens Securities, Inc.	Very Low 0%	44	60,162	$210K
Centaurus Financial, Inc.	Low 1%	330	37,955	$190K
First Manhattan Co. LLC	High 63%	3,828	6,080	$5.6M
First Command Advisory Services	Low 3%	3,852	113,511	$210K
Commonwealth Financial Network	Low 12%	41,874	355,973	$570K
RBC Rochdale, LLC	Very High 98%	15,779	16,170	$3.1M
Independent Financial partners	High 35%	18,190	52,539	$230K
Empower Advisory Group	Low 7%	20,524	293,347	$570K
Janney Montgomery Scott	High 42%	100,743	239,764	$410K
Private Advisor Group, LLC	Typical 16%	22,083	139,740	$300K
Valic Financial Advisors	Low 1%	1,913	292,989	$100K
AE Wealth Management, LLC	Low 7%	9,444	127,213	$390K

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