Top financial advisors in Williston, VT
We’ve curated a list of the best financial advisors in Williston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$375,804,686
Number of advisors
11 advisors
| $375,804,686 | 11 advisors | |
| 2 |
Assets under management
$189,173,652
Number of advisors
5 advisors
| $189,173,652 | 5 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.
Methodology
To generate our top financial advisors list in Williston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Williston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Silverlake Wealth Management LLC
Silverlake Wealth Management LLC is a financial advisory firm based in Williston, Vermont. It currently has approximately $375,804,686 of assets under management and employs about 11 people. Silverlake Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$375,804,686 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersCopper Leaf Financial, LLC
Copper Leaf Financial, LLC, established in 2016, is a Registered Investment Adviser managing $189,991,396 on a discretionary basis as of December 31, 2024. The firm offers comprehensive wealth management services through a holistic financial planning process. Clients, including high net worth individuals, trusts, and businesses, typically have a minimum account size of $500,000. Fees are charged based on a percentage of assets under management, ranging from 1.25% for assets up to $500,000 to 0.30% for assets over $10,000,000, with a minimum quarterly fee of $1,250. Investment strategies are rooted in Modern Portfolio Theory, focusing on diversified portfolios using passively managed mutual funds and ETFs. Copper Leaf does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not vote on client securities proxies and does not accept authority to vote on behalf of clients. Copper Leaf does not have any financial commitments impairing its ability to meet client obligations and has not been involved in any bankruptcy proceedings.
$189,173,652 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection 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.
Methodology
To generate our top financial advisors list in Williston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Williston. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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