Clients per advisor for Supported firms in Vermont

In Vermont, supported financial advisory firms tend to have a higher client load per advisor compared to the broader market, with a median of 65 clients per advisor versus the national median of 51. This suggests that Vermont advisors in small teams or with staff support often manage larger client bases, indicating a more scalable and process-driven approach. With 79 such firms operating in the state, clients may find a range of service models that balance efficiency with personalized attention. Those seeking more individualized service might look for firms with lower client counts, while others may prefer the broader access and potentially lower fees associated with higher client loads.

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

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Clients per advisor for Supported firms serving clients in Vermont