Clients per advisor for Supported firms in Vermont

In Vermont, supported financial advisory firms tend to serve a notably higher number of clients per advisor compared to the broader market. With 78 firms operating in the state, the median client load per advisor is around 90, nearly double the national median of 47 for similar-sized firms. This suggests that Vermont advisors often manage larger client bases, likely reflecting more structured, scalable service models rather than highly personalized approaches. For clients seeking financial advice in Vermont, this pattern indicates a market leaning toward efficiency and broader client reach, which may come with trade-offs in individualized attention.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Zacks Intelligence LLC	Very Low 1	1	1	7
J.P.Morgan Wealth Management Solutions Inc.	Very Low 11	32	3	65
MDS Wealth Advisors, LLC	Very Low 13	26	2	3
Windham Financial Services, Inc.	Very Low 16	31	2	2
Dattilio & Ash Capital Management, LLC	Very Low 16	31	2	2
Loudon Investment Management, LLC	Very Low 19	75	4	4
Guiding Wealth Management, LLC	Low 23	69	3	4
Lane Generational LLC	Low 24	47	2	2
Compass Planning Associates, Inc.	Low 24	72	3	3
Vista Way Advisors	Low 25	50	2	3
Oak Maple Finance, LLC	Low 27	54	2	5
Aventura Capital Management, LLC	Low 32	126	4	4
Envest Asset Management, LLC	Low 34	67	2	2
World Market Advisors	Low 34	67	2	3
Donalies Financial Planning, LLC	Low 34	135	4	5
Copper Leaf Financial, LLC	Low 34	137	4	4
Greenhill Financial Partners	Low 35	105	3	3
Nottingham Wealth Partners, Inc.	Low 36	142	4	7
Evergreen Wealth Advisors	Low 36	142	4	18
Optivest, Inc.	Low 36	108	3	4
Datalign	Low 38	38	1	20
Weatherhelm Capital Management LLC	Low 39	77	2	4
JMH Wealth Management, LLC	Low 40	79	2	3
Emg	Low 40	80	2	4
The Wealth Conservatory	Typical 40	121	3	4
WestView Investment Advisors	Typical 41	165	4	5
Finarc Investments, Inc.	Typical 47	93	2	4
Quantum Leap Capital, LLC	Typical 47	141	3	5
InTrack Investment Management, Inc.	Typical 47	189	4	4
Otto & Associates, Inc.	Typical 51	152	3	6
Essex Private Wealth Management LLC	Typical 54	216	4	6
Blue Bear Financial, LLC	Typical 54	163	3	6
Costello Financial Planning, Inc.	Typical 55	109	2	2
American Wealth Administration Group LLC	Typical 56	167	3	3
HWC Financial	Typical 57	113	2	3
Poulos Advisors, Inc.	Typical 58	115	2	3
Oak Financial Group Inc	Typical 61	122	2	4
SFM, LLC	Typical 62	247	4	6
Agilis Investment Management LLC	High 65	194	3	4
Williams Financial, LLC	High 65	261	4	7
Nefpg	High 65	196	3	6
Cottage Street Advisors	High 68	135	2	4
Granite Value Capital, LLC	High 69	69	1	3
Tableaux Wealth	High 70	209	3	6
Investable	High 81	81	1	4
Mainstream Capital Management	High 85	170	2	4
Lincoln Capital Corporation	High 88	265	3	6
The Alchemists, LLC	High 91	91	1	3
The Ivy League Advisory Group, LLC	High 97	194	2	2
Income Focus Portfolio Management	High 99	296	3	3
Cambridge Financial Group, Inc.	High 102	306	3	6
FamilyWealth Asset Management	High 103	413	4	4
Finer Wealth Management, Inc.	Very High 107	213	2	7
Saperston Legacy Advisors, Inc.	Very High 107	429	4	5
Hutner Capital Management Inc.	Very High 109	109	1	4
Trombley Wealth Management	Very High 111	222	2	4
Broadlake Financial Management	Very High 113	451	4	5
Milne Financial Planning, Inc.	Very High 116	116	1	3
Cape Ann Capital, Inc.	Very High 120	240	2	2
Glenwood Investment Group, LLC	Very High 123	370	3	4
Bennington Financial Planning Group	Very High 125	376	3	3
Nicholson Meyer Capital Management, Inc.	Very High 131	261	2	6
Advisifi LLC	Very High 133	133	1	6
Perkins Capital Management Inc	Very High 137	137	1	9
Gilbert Capital Group	Very High 139	139	1	3
Fingerlakes Wealth Management, Inc.	Very High 141	564	4	4
Brendel Financial Advisors LLC	Very High 161	321	2	4
Wadsworth & Daulaire Financial Planners	Very High 167	500	3	3
APEX Investment Group	Very High 173	519	3	6
Antoine Williams & Associates Wealth Management, LLC	Very High 175	349	2	3
The Retirement Planning Company of New England, Inc.	Very High 188	565	3	4
Farrow Financial Inc	Very High 194	194	1	4
Adirondack Financial Services Corp	Very High 199	596	3	16
Axiom Investment Management LLC	Very High 201	201	1	10
44 North Capital, LLC	Very High 213	425	2	3
Hammond Iles Wealth Advisors	Very High 243	971	4	7
Ironwood Investment Management, LLC	Very High 288	288	1	8
Saybrook Wealth Group, Inc.	Very High 316	316	1	2
Cooper Financial Services, Inc.	Very High 445	1,335	3	3

Not sure where to start?

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

Call (201) 292-4557

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

Clients per advisor for Supported firms serving clients in Vermont