Top financial advisors in White River Junction, VT
We've curated a list of the best financial advisors in White River Junction, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $499,675,083 Number of advisors 11 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in White River Junction, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Summit Wealth Group LLC
Summit Wealth Group LLC, established in January 2014 and registered with the SEC since January 2016, offers personalized life planning and wealth management services to various clients. The firm's mission is to enhance clients' financial well-being by understanding their unique goals. Services include financial life planning, ongoing financial advice, asset management, tax preparation, and financial consulting. Clients engaging in wealth management services are required to complete a financial plan, and the firm manages assets on a discretionary basis. SWG recommends the use of Schwab Advisor Services as a custodian/broker, with trade execution and custody services provided by Schwab. The firm may receive compensation from third-party managers and may pay referral fees to solicitors. Clients must vote on proxies related to their investments. SWG does not require prepayment of fees more than six months in advance and has no material financial circumstances affecting its ability to meet obligations. Clients must have at least $1,000,000 to engage with the firm, although this minimum may be waived at SWG's discretion.
$499,675,083 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in White River Junction, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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