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State:  Vermont
County:  All counties
Industry: Portfolio Management and Investment Advice (naics 523940)
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio. Establishments providing investment advice provide financial planning advice and investment counseling to meet the goals and needs of specific clients, but do not have the authority to execute trades.
306 employers found

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Employers 1 through 25 of 306
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sorted ascendingEmployer Name  Address  City  State Employees

 AFS Wealth Management    Depot St    Chester    VT Unknown
 Allen Daniel S Fncl Planning    Main St    Brattleboro    VT 1-4
 Altrushare Securities LLC    Main St    Manchester    VT 1-4
 American National Farm Family    York St    Lyndonville    VT 1-4
 Ameriprise Financial    N Main St # 2001    Barre    VT 1-4
 Ameriprise Financial Svc Inc    Church St # 4F    Burlington    VT 1-4
 Ameriprise Financial Svc Inc    College St # 2E    Burlington    VT 1-4
 Ameriprise Financial Travis C    Main St    Brattleboro    VT 1-4
 Ams Management    Beech St    Essex Junction    VT 1-4
 Anderson Jessica    Merchants Row # 102    Rutland    VT 1-4
 Antoine Williams & Assoc Fncl    Shelburne Rd # 5    Shelburne    VT 1-4
 Ascutney Financial Group    Coon Club Rd    West Windsor    VT 1-4
 Asset Link Intl LLC    Joe Manning Rd    Stockbridge    VT 1-4
 Baystate Financial    Mountain View Dr # 201    Colchester    VT 1-4
 Beacon Wealth Management    Cornerstone Dr # 233    Williston    VT 1-4
 Beall Christine    Westview Rd # 5    Colchester    VT 1-4
 Bell Wealth Management    Kimball Ave # 240    South Burlington    VT 1-4
 Bennett Wealth Management    Lake St    St Albans    VT 1-4
 Bennington Financial Planning    Main St    Bennington    VT 1-4
 Berkshire Bank Wealth Mgmt    Richville Rd    Manchester Ctr    VT 1-4
 Biedermann Ron    Westview Rd # 5    Colchester    VT 1-4
 Birch Hill Investments Inc    the Loop    South Woodstock    VT 5-9
 Bluestone Financial    Maple St    Burlington    VT 1-4
 Boland Amy M, AGT    Williston Rd # 204    Williston    VT 1-4
 Bristol Financial Svc    Main St    Bristol    VT 1-4
  1      2     3     4     5     6     7     8     9     10     11     12     13     Next
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