HNW client percentage for Multi-team firms serving clients in Vermont

Multi-team firms active in Vermont 56 firms

Very Low 0%-0%

Low 0%-1%

Typical 1%-11%

High 11%-23%

Very High 23%-87%

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

Median: 4%

Find your advisor

Firm	HNW client %	HNW Clients	Clients	AUM/client
MWA Financial Services Inc.	Typical 4%	76	1,981	$310K
Lifemark Securities Corp.	Typical 6%	67	1,053	$400K
Northeast Planning Associates, Inc.	Typical 8%	73	959	$430K
Jefferies Investment Advisers LLC	Low 0%	—	1,649	$1.3M
SVB Wealth	Very High 52%	530	1,024	$2.4M
IP Financial Advisory Services LLC	Low 0%	—	2,001	$240K
Momentum Independent Network Inc.	High 14%	408	2,817	$550K
Northland Asset Management	Very High 55%	484	875	$460K
Siebert AdvisorNXT, LLC.	Typical 10%	93	973	$400K
Hilltop Securities inc.	High 18%	599	3,335	$680K
Packerland Brokerage Services, Inc.	Very High 23%	1,120	4,845	$280K
IAMS Wealth Management, LLC	Typical 3%	55	1,612	$240K
Citizens Private Wealth	Very High 100%	2,502	2,502	$5.5M
Curi Capital, LLC	Very High 54%	1,547	2,865	$2.9M
Savvy	Very High 25%	1,139	4,552	$1.1M
Global View Capital Management LLC	Typical 3%	128	3,786	$200K
FBL Wealth Management, LLC	Low 0%	—	8,258	$1.1K
Vanderbilt Advisory Services	Typical 6%	395	6,199	$330K
Tocqueville Asset Management LP	Very High 64%	741	1,159	$4.9M
Belpointe Asset Management LLC	High 18%	1,321	7,321	$710K
On Investment Management CO	Typical 9%	794	9,317	$320K
Westminster Financial Advisory Corp	High 16%	306	1,935	$630K
Simplicity wealth	Typical 8%	645	8,456	$200K
Navy Federal Investment Services, LLC	Typical 4%	331	7,424	$280K
International Assets Investment Management, LLC	Very High 35%	2,073	5,871	$420K
Snowden Capital Advisors LLC	Very High 27%	1,580	5,878	$1.5M
Concorde Asset Management, LLC	Typical 1%	38	3,689	$160K
Advisory Services Network	Typical 9%	1,121	12,426	$830K
ValMark Advisers, Inc.	High 11%	1,629	14,624	$550K
WORLD EQUITY GROUP, Inc.	Typical 4%	122	3,151	$300K
Archer Investment Corporation	Typical 4%	173	4,290	$180K
Avior Wealth Management, LLC	Very High 48%	2,288	4,775	$1.2M
Synovus Securities, Inc.	High 16%	1,938	11,964	$640K
GRADIENT Wealth Management	Typical 4%	160	4,546	$130K
Dynamic	Very High 33%	1,813	5,509	$960K
CliftonLarsonAllen Wealth Advisors, LLC	Very High 36%	2,348	6,550	$1.7M
Prospera Financial Services, inc.	Very High 33%	6,195	18,706	$570K
Bradley Foster & Sargent Inc	Very High 55%	1,013	1,840	$4.4M
Beacon Trust	Very High 71%	2,007	2,830	$1.5M
Berger Financial Group	High 22%	813	3,755	$780K
Gibbs Wealth Management, LLC	Typical 3%	140	5,356	$200K
Corecap Advisors	Typical 10%	936	9,671	$410K
Ingalls & Snyder, LLC	Very High 26%	1,090	4,245	$1.6M
Continuum Advisory, LLC	Very High 27%	902	3,344	$540K
G. A. Repple & Company	Low 0%	—	3,139	$220K
Ausdal Financial Partners, Inc.	Very High 24%	4,004	16,436	$220K
Kingswood Wealth Advisors, LLC	High 20%	2,274	11,259	$330K
Novem Group	Typical 7%	260	3,513	$390K
Geneos Wealth Management, Inc.	Typical 3%	618	21,267	$420K
Flagship Harbor Advisors, LLC	Very High 35%	2,556	7,280	$460K
Palisade Capital Management, LP	Very High 32%	508	1,577	$1.2M
Advisory Alpha, LLC	Typical 5%	458	8,799	$270K
Madison Avenue Securities, LLC	Typical 4%	548	14,084	$140K
Wealthcare Capital Management LLC	Very High 23%	1,312	5,638	$660K
Missionsquare Retirement	Typical 1%	390	40,526	$140K
Madison Investment Advisors, LLC	High 15%	2,243	14,602	$430K

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