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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 276 through 300 of 306
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 Employer Name  Address  City  State sorted ascendingEmployees

 Rock Point Advisors    College St # 3B    Burlington    VT 5-9
 Easterly Capital         Waitsfield    VT 5-9
 L & M Financial Group    Shelburne Rd # E5    South Burlington    VT 5-9
 Centerpoint Financial Inc    Center Rd    Montpelier    VT 5-9
 Community Financial Svc Group    Main St # 260    Newport    VT 5-9
 Vermont Investment Ventures    Maple St # 300    Middlebury    VT 5-9
 Gilbert Financial    Vt Route 11 W    Chester    VT 5-9
 Whitney Pension Assoc    Quechee Main St    Quechee    VT 5-9
 Clute Wealth Management    Shelburne Rd # 202    South Burlington    VT 5-9
 Broadlake Financial Management    Swift St # 305    South Burlington    VT 5-9
 Williams Financial LLC    Union St    Bennington    VT 5-9
 Morgan Stanley Wealth Mgmt    108th Ave NE # 1900    South Burlington    VT 10-19
 Hanson & Doremus Invstmnt Mgmt    Pine St # 302    Burlington    VT 10-19
 Raymond James    Main St # 400    Burlington    VT 10-19
 Nma Financial    N Main St    St Albans    VT 10-19
 Prentiss Smith & Co Inc    Main St # 4B    Burlington    VT 10-19
 Champlain Investment Partners    Battery St    Burlington    VT 10-19
 Manchester Capital Mgmt LLC    Main St    Manchester    VT 10-19
 Primerica    Park Pl    Brattleboro    VT 10-19
 Morgan Stanley Wealth Mgmt    Merchants Row    Rutland    VT 10-19
 Pathway Financial Advisors LLC    Market St    South Burlington    VT 10-19
 Wells Fargo Advisors    N Main St # 208    Rutland    VT 10-19
 Primerica    Holiday Dr    White River Jct    VT 10-19
 Modern Woodmen of America    Mountain View Ct    Wells    VT 20-49
 Merrill Lynch Wealth Mgmt    Lake St    Burlington    VT 20-49
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Go to Data Axle Business information is provided by Data Axle, Omaha, NE, 866-DATAXLE (866-328-2953), © 2024, All Rights Reserved. To request a change or addition, please contact Data Axle at employer.database@data-axle.com or visit local-listings.data-axle.com/search. Business information is licensed to the Vermont Department of Labor for career exploration, job search assistance, job development efforts, and related American Job Center services. All other uses require the prior authorization of the Vermont Department of Labor. Vermont Department of Labor does not validate this information and makes no guarantees as to its accuracy.
 
 
 
 
Vermont.gov State of Vermont Department of Labor