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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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 Employer Name  Address sorted descendingCity  State Employees

 Green Financial    Lincoln Corners Way    Woodstock    VT 1-4
 TIAA Financial Svc    Sycamore St # 170    Williston    VT Unknown
 Leary Jacqueline    St George Rd    Williston    VT 1-4
 Legacy Financial Svc    Zephyr Rd    Williston    VT 1-4
 James D Cohen Fncl Advisor    Blair Park Rd # 103B    Williston    VT 1-4
 Beacon Wealth Management    Cornerstone Dr # 233    Williston    VT 1-4
 Boland Amy M, AGT    Williston Rd # 204    Williston    VT 1-4
 Edward Jones    Cornerstone Dr    Williston    VT 1-4
 RCMC    Talcott Rd # 30    Williston    VT 1-4
 Guided Wealth Advisors    Williston Rd # 204    Williston    VT 1-4
 Silverlake Wealth Mgmt LLC    Blair Park Rd # 100    Williston    VT 5-9
 Summit Wealth Group LLC    Billings Farm Rd # 2A    White River Jct    VT 5-9
 Tracy Community Housing GP Inc    Holiday Dr # 20    White River Jct    VT 5-9
 Primerica    Holiday Dr    White River Jct    VT 10-19
 LPL Financial    Jennifer Ln    White River Jct    VT 1-4
 Edward Jones    Billings Farm Rd # 3D    White River Jct    VT 1-4
 Edward Jones    Palmer Ct # 2    White River Jct    VT 1-4
 Fine Plan Professional Corp    Palmer Ct    White River Jct    VT 1-4
 Ascutney Financial Group    Coon Club Rd    West Windsor    VT 1-4
 Nusantara Inc    Sheldon Ave    West Rutland    VT 1-4
 Wells Fargo Advisors    Western Ave    West Brattleboro    VT 1-4
 Nma Financial    Main St N    Wells River    VT 1-4
 Modern Woodmen of America    Mountain View Ct    Wells    VT 20-49
 Edward Jones    S Main St # 1    Waterbury    VT 1-4
 Easterly Capital         Waitsfield    VT 5-9
  1      2     3     4     5     6     7     8     9     10     11     12     13     Next
 
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Vermont.gov State of Vermont Department of Labor