Clients per advisor for Independent firms in Vermont

In Vermont, independent financial advisors tend to serve slightly more clients than the typical national independent advisor, with a median of 29 clients compared to the national median of 26. This suggests that Vermont’s independent advisors may balance personalized service with a somewhat broader client base. With 27 independent firms in the state, the range of clients per advisor varies widely, indicating a mix of both newer advisors building their practices and those who maintain a focused, smaller clientele. For clients, this means Vermont offers a diverse landscape of independent advisors, from those emphasizing deep, individualized relationships to others managing a larger portfolio of clients.

Firm	Client/advisor ratio	Clients	Advisors	Staff
LendingRobot	Very High 609	609	1	2
Equinox Financial Advisors, Inc.	Very High 310	310	1	2
Intrepid Wealth Partners, LLC	Very High 160	160	1	1
Orbis Wealth Management	Very High 156	156	1	2
Pochop Financial Management, Inc.	Very High 71	71	1	1
SJ Boyle Wealth Planning, LLC	High 62	62	1	1
AFS Wealth Management LLC	High 61	61	1	1
The Alchemist Fund	High 43	43	1	1
Sterling Range Financial Management, LLC	High 40	40	1	1
Fenwick Investments, LLC	High 39	39	1	1
Nutmeg Capital Advisors, LLC	High 37	37	1	1
Arque Advisors, LLC	Typical 32	32	1	1
Echelon Private Wealth LLC	Typical 32	32	1	1
B.W. Belisle Planning & Strategy Company LLC	Typical 29	29	1	1
Blue Slate Investment Management	Typical 23	23	1	1
Soaring Wealth LLC	Typical 23	23	1	1
Alpenglow Advisors LLC	Typical 22	22	1	1
Shipwright Advisors	Low 18	18	1	1
Green View Advisors LLC	Low 18	18	1	1
Evergreen RIA, LLC	Low 16	16	1	1
DWV Advisors, LLC	Low 15	15	1	1
True North Financial Planning, LLC	Low 13	13	1	1
AMS Management	Low 11	11	1	1
Veteran Wealth Planning	Very Low 9	9	1	1
Nomadic Value Partners	Very Low 9	9	1	1
BTV Capital LLC	Very Low 8	8	1	1
Long Advisors LLC	Very Low 3	3	1	1

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Clients per advisor for Independent firms serving clients in Vermont