#144 North Capital, LLC
44 NORTH CAPITAL, LLC
Based in Burlington, VT
Retirement Plan Advisors in Chittenden County, VT
The top-ranked retirement plan advisors serving Chittenden County, VT are 44 North Capital, LLC, Antoine Williams & Associates Wealth Management, LLC and Broadlake Financial Management. We list 13 retirement plan advisors serving Chittenden County, VT. 13 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 Chittenden County, VT. 13 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 Chittenden County
#2Antoine Williams & Associates Wealth Management, LLC
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCBased in Shelburne, VT#3Broadlake Financial Management
ELEY FINANCIAL MANAGEMENT, INC.Based in South Burlington, VT#4Copper Leaf Financial, LLC
COPPER LEAF FINANCIAL, LLCBased in Williston, VT#5Intrack Investment Management, Inc.
INTRACK INVESTMENT MANAGEMENT, INC.Based in South Burlington, VT#6One Day In July LLC
ONE DAY IN JULY LLCBased in Burlington, VT#7Poulos Advisors, Inc.
POULOS ADVISORS, INC.Based in South Burlington, VT#8Silverlake Wealth Management LLC
SILVERLAKE WEALTH MANAGEMENT LLCBased in Williston, VT#9Stage 2 Planning Partners LLC
STAGE 2 PLANNING PARTNERS LLCBased in South Burlington, VT#10Westview Investment Advisors
WESTVIEW MANAGEMENT LLCBased in Burlington, VT
3 more providers serving this area
- Esi Financial Advisors, Montpelier, VT (28 mi)
- Maple Capital Management, Inc., Montpelier, VT (29 mi)
- Marble Trail Advisors, Middlebury, VT (32 mi)
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Frequently asked questions
How many retirement plan advisors serve Chittenden County?
We list 13 retirement plan advisors serving Chittenden County, VT: 10 based there and 3 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 Chittenden County?
The top-ranked retirement plan advisors serving Chittenden County, VT are 44 North Capital, LLC, Antoine Williams & Associates Wealth Management, LLC, Broadlake Financial Management, Copper Leaf Financial, LLC and Intrack Investment Management, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Chittenden County are verified against official records?
10 of the top 10 match an active official record: 44 North Capital, LLC (U.S. Securities and Exchange Commission), Antoine Williams & Associates Wealth Management, LLC (U.S. Securities and Exchange Commission), Broadlake Financial Management (U.S. Securities and Exchange Commission), Copper Leaf Financial, LLC (U.S. Securities and Exchange Commission) and Intrack Investment Management, Inc. (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 .
Cities in Chittenden County
Communities served
South Burlington, Colchester, Essex, Milton, Essex Junction, Williston, Winooski, Shelburne, Jericho, Hinesburg, Richmond, Charlotte, Underhill, Westford, Huntington, Jericho, Bolton, St. George, Underhill Flats, Bolton Valley, East Charlotte, West Charlotte, Huntington Center, Underhill Center, Hanksville, Jericho Center