#1Marble Trail Advisors
ADDISON ADVISORS LLC
Based in Middlebury, VT
Retirement Plan Advisors in Addison County, VT
The top-ranked retirement plan advisors serving Addison County, VT are Marble Trail Advisors, Antoine Williams & Associates Wealth Management, LLC and Intrack Investment Management, Inc.. We list 15 retirement plan advisors serving Addison County, VT. 15 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Addison County, VT. 15 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Addison County
#2Antoine Williams & Associates Wealth Management, LLC
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCServes this area from Shelburne, VT (27 mi)#3Intrack Investment Management, Inc.
INTRACK INVESTMENT MANAGEMENT, INC.Serves this area from South Burlington, VT (28 mi)#4Poulos Advisors, Inc.
POULOS ADVISORS, INC.Serves this area from South Burlington, VT (28 mi)#5Stage 2 Planning Partners LLC
STAGE 2 PLANNING PARTNERS LLCServes this area from South Burlington, VT (28 mi)#6Broadlake Financial Management
ELEY FINANCIAL MANAGEMENT, INC.Serves this area from South Burlington, VT (29 mi)#7Copper Leaf Financial, LLC
COPPER LEAF FINANCIAL, LLCServes this area from Williston, VT (29 mi)#8Silverlake Wealth Management LLC
SILVERLAKE WEALTH MANAGEMENT LLCServes this area from Williston, VT (29 mi)#944 North Capital, LLC
44 NORTH CAPITAL, LLCServes this area from Burlington, VT (30 mi)#10Westview Investment Advisors
WESTVIEW MANAGEMENT LLCServes this area from Burlington, VT (31 mi)
5 more providers serving this area
- One Day In July LLC, Burlington, VT (31 mi)
- Esi Financial Advisors, Montpelier, VT (32 mi)
- Maple Capital Management, Inc., Montpelier, VT (32 mi)
- Otto & Associates, Inc., Norwich, VT (47 mi)
- Weatherhelm Capital Management LLC, Cambridge, NY (70 mi)
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Frequently asked questions
How many retirement plan advisors serve Addison County?
We list 15 retirement plan advisors serving Addison County, VT: 1 based there and 14 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Addison County?
The top-ranked retirement plan advisors serving Addison County, VT are Marble Trail Advisors, Antoine Williams & Associates Wealth Management, LLC, Intrack Investment Management, Inc., Poulos Advisors, Inc. and Stage 2 Planning Partners LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Addison County are verified against official records?
10 of the top 10 match an active official record: Marble Trail Advisors (U.S. Securities and Exchange Commission), Antoine Williams & Associates Wealth Management, LLC (U.S. Securities and Exchange Commission), Intrack Investment Management, Inc. (U.S. Securities and Exchange Commission), Poulos Advisors, Inc. (U.S. Securities and Exchange Commission) and Stage 2 Planning Partners LLC (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Middlebury, Bristol, Ferrisburgh, Vergennes, Monkton, Starksboro, New Haven, Lincoln, Addison, Cornwall, Shoreham, Orwell, Bridport, Salisbury, Leicester, Weybridge, Ripton, Panton, Waltham, East Middlebury, Whiting, Hancock, Granville, South Lincoln, Goshen