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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 226 through 250 of 306
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 Employer Name  Address  City sorted ascendingState Employees

 Edward Jones    Stone Cutters Way # 1    Montpelier    VT 1-4
 Edward Jones    Blanchard Ct # 202    Montpelier    VT 1-4
 UBS Financial Svc    Eastwood Dr # 400    South Burlington    VT 20-49
 HWC Financial    Main St    Ludlow    VT 1-4
 Milne Financial Planning    Hill St    Barre    VT 1-4
 Morgan Stanley Wealth Mgmt    N Main St    Barre    VT 1-4
 Community Financial Svc Group    Franklin Park W    St Albans    VT 1-4
 Easterly Capital         Waitsfield    VT 5-9
 L & M Financial Group    Shelburne Rd # E5    South Burlington    VT 5-9
 LPL Financial    Lupine Ln    South Burlington    VT 1-4
 Lajeunesse Gabriel Chr    Eastwood Dr # 400    South Burlington    VT 1-4
 Larrow Jared A, CFP    Hinesburg Rd # 203    South Burlington    VT 1-4
 Norris Greg, AGT    Main St    Quechee    VT 1-4
 Whitney Pension Assoc    Quechee Main St    Quechee    VT 5-9
 Shaftsbury Insurance    Northside Dr # A    Bennington    VT 1-4
 Hammond Iles Wealth & Advisors    Lakeside Ave    Burlington    VT 1-4
 Gilbert Financial    Vt Route 11 W    Chester    VT 5-9
 Thomas Partners Inc    Lake St    Burlington    VT 1-4
 Vermont Investment Ventures    Maple St # 300    Middlebury    VT 5-9
 Wellington Shields    S Pleasant St # 1    Middlebury    VT 1-4
 Raymond James    Main St    Manchester Ctr    VT 1-4
 Edward Jones    Shelburne Rd # 4    Shelburne    VT 1-4
 Smith George    Merchants Row    Rutland    VT 1-4
 Stedman Robert    Merchants Row    Rutland    VT 1-4
 LPL Financial    Jennifer Ln    White River Jct    VT 1-4
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Vermont.gov State of Vermont Department of Labor