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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
  1      2     3     4     5     6     7     8     9     10     11     12     13     Next
 Employer Name sorted ascendingAddress  City  State Employees

 Farrow Financial Inc         Randolph Center    VT 1-4
 Mutual Fund Strategist Ltd         Burlington    VT 1-4
 Easterly Capital         Waitsfield    VT 5-9
 Tgra Capital Management    1/2 Merchants Row    Rutland    VT 1-4
 Morgan Stanley Wealth Mgmt    108th Ave NE # 1900    South Burlington    VT 10-19
 Quantum Leap Capital    Baldwin Ave # 3    South Burlington    VT 1-4
 Northeast Financial    Bank St    St Albans    VT 1-4
 Charles Schwab    Bank St # 540    Burlington    VT 5-9
 Champlain Investment Partners    Battery St    Burlington    VT 10-19
 Wells Fargo Advisors    Battery St # 300    Burlington    VT 20-49
 Kingdom Property Invstmnt LLC    Bayview St    Newport    VT 1-4
 Clean Yield Asset Management    Beaver Meadow Rd    Norwich    VT 5-9
 Ams Management    Beech St    Essex Junction    VT 1-4
 Veracity Financial Group LLC    Benmont Ave # 79    Bennington    VT 1-4
 Summit Wealth Group LLC    Billings Farm Rd # 2A    White River Jct    VT 5-9
 Edward Jones    Billings Farm Rd # 3D    White River Jct    VT 1-4
 Silverlake Wealth Mgmt LLC    Blair Park Rd # 100    Williston    VT 5-9
 James D Cohen Fncl Advisor    Blair Park Rd # 103B    Williston    VT 1-4
 Edward Jones    Blanchard Ct # 202    Montpelier    VT 1-4
 Jacobi John    Bonnet St    Manchester Ctr    VT 1-4
 Merrill Lynch Wealth Mgmt    Bonnet St    Manchester Ctr    VT 20-49
 Gatehouse Financial Advisors    Bonnet St    Manchester Ctr    VT 1-4
 Farrow John Office    Boudro Rd    Randolph Center    VT 1-4
 Community Financial Svc Group    Broad St    Lyndon    VT 1-4
 Fletcher Allen Billing/Patient    Burlington Sq    Burlington    VT 1-4
  1      2     3     4     5     6     7     8     9     10     11     12     13     Next
 
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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