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Find Retirement Advisors for Retirement Planning in Vermont
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Vermont (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | One National Life Drive, Montpelier, VT, 05604 | $35,941,367,795 | 8 | 43 | Other (AT COST TO AN AFFILIATE) |
| 2 | 180 Battery Street, Suite 400 Burlington, VT, 05401-5334 | $17,319,756,035 | 119 | 42 | A percentage of AUM, Performance Based |
| 3 | 3657 Main Street, Manchester, VT, 05254 | $3,688,455,226 | 1684 | 37 | A percentage of AUM, Fixed fees |
| 4 | One National Life Drive, Montpelier, VT, 05604 | $2,124,751,345 | 11558 | 450 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 5 | 535 Stone Cutters Way, Montpelier, VT, 05602 | $1,723,412,484 | 2649 | 23 | A percentage of AUM, Hourly charges |
| 6 | 48 Harris Place, Brattleboro, VT, 05301 | $1,113,838,194 | 534 | 7 | A percentage of AUM, Fixed fees |
| 7 | 77 College St. #3a, Burlington, VT, 05401 | $1,089,449,663 | 3737 | 20 | A percentage of AUM, Fixed fees |
| 8 | 2 Market Street, South Burlington, VT, 05403 | $782,973,506 | 912 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 431 Pine Street, Suite 302 Burlington, VT, 05401 | $736,675,665 | 1390 | 14 | A percentage of AUM, Hourly charges |
| 10 | 16 Beaver Meadow Rd., Norwich, VT, 05055 | $538,765,642 | 645 | 9 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
| 11 | 77 College Street, 4th Floor, Burlington, VT, 05401-4014 | $527,281,163 | 483 | 9 | A percentage of AUM |
| 12 | 4076 Shelburne Road, Building A, Suite 7-C Shelburne, VT, 05482 | $523,512,825 | 486 | 5 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 5 Court Street, Middlebury, VT, 05753 | $490,221,306 | 1302 | 9 | A percentage of AUM, Fixed fees, Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS) |
| 14 | 33 Blair Park Road, Suite 100 Williston, VT, 05495 | $485,680,764 | 606 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 950 Western Avenue, Brattleboro, VT, 05301 | $439,065,707 | 655 | 9 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Vermont
QualificationsFirm CRD# 109396
Assets Under Management $35,941,367,795
No. Of Clients8
Clients Per Financial Advisor0
NLG CAPITAL, INC. is a financial advisory firm situated in Montpelier, Vermont. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (AT COST TO AN AFFILIATE)
Financial Planning Services
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 132474
Assets Under Management $17,319,756,035
No. Of Clients119
Clients Per Financial Advisor3
CHAMPLAIN INVESTMENT PARTNERS, LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 119 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110003
Assets Under Management $3,688,455,226
No. Of Clients1684
Clients Per Financial Advisor46
MANCHESTER CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Manchester, Vermont. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1684 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 265
Assets Under Management $2,124,751,345
No. Of Clients11558
Clients Per Financial Advisor26
ESI FINANCIAL ADVISORS is a financial advisory firm situated in Montpelier, Vermont. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11558 clients. The team consists of 450 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 130209
Assets Under Management $1,723,412,484
No. Of Clients2649
Clients Per Financial Advisor115
MAPLE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Montpelier, Vermont. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2649 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 315629
Assets Under Management $1,113,838,194
No. Of Clients534
Clients Per Financial Advisor76
TRG INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Brattleboro, Vermont. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 534 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (INSTITUTIONAL CONSULTING)
QualificationsFirm CRD# 284335
Assets Under Management $1,089,449,663
No. Of Clients3737
Clients Per Financial Advisor187
ONE DAY IN JULY LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3737 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (PORTFOLIO MANAGEMENT FOR NON-PROFITS)
QualificationsFirm CRD# 124801
Assets Under Management $782,973,506
No. Of Clients912
Clients Per Financial Advisor83
PATHWAY FINANCIAL ADVISORS, LLC is a financial advisory firm situated in South Burlington, Vermont. With a nearly $783M assets under management, the firm specializes in crafting personalized retirement planning solutions for 912 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES)
QualificationsFirm CRD# 108045
Assets Under Management $736,675,665
No. Of Clients1390
Clients Per Financial Advisor99
HANSON & DOREMUS INVESTMENT MANAGEMENT is a financial advisory firm situated in Burlington, Vermont. With a nearly $737M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1390 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (ROBOADVISORY SERVICE)
QualificationsFirm CRD# 104826
Assets Under Management $538,765,642
No. Of Clients645
Clients Per Financial Advisor72
CLEAN YIELD ASSET MANAGEMENT is a financial advisory firm situated in Norwich, Vermont. With a nearly $539M assets under management, the firm specializes in crafting personalized retirement planning solutions for 645 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CONSULTING FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Education seminars/workshops
QualificationsFirm CRD# 130825
Assets Under Management $527,281,163
No. Of Clients483
Clients Per Financial Advisor54
ROCK POINT ADVISORS, LLC is a financial advisory firm situated in Burlington, Vermont. With a nearly $527M assets under management, the firm specializes in crafting personalized retirement planning solutions for 483 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106749
Assets Under Management $523,512,825
No. Of Clients486
Clients Per Financial Advisor97
M. KRAUS & COMPANY is a financial advisory firm situated in Shelburne, Vermont. With a nearly $524M assets under management, the firm specializes in crafting personalized retirement planning solutions for 486 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 154744
Assets Under Management $490,221,306
No. Of Clients1302
Clients Per Financial Advisor145
MARBLE TRAIL ADVISORS is a financial advisory firm situated in Middlebury, Vermont. With a nearly $490M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1302 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (ASSET MANAGEMET FEES RECEIVED FROM OTHER INVESTMENT ADVISORS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 165525
Assets Under Management $485,680,764
No. Of Clients606
Clients Per Financial Advisor61
SILVERLAKE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Williston, Vermont. With a nearly $486M assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 110928
Assets Under Management $439,065,707
No. Of Clients655
Clients Per Financial Advisor73
PRENTISS SMITH & COMPANY, INC. is a financial advisory firm situated in Brattleboro, Vermont. With a nearly $439M assets under management, the firm specializes in crafting personalized retirement planning solutions for 655 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (FINANCIAL ANALYSIS CONSULTING)