#1Brendel Financial Advisors LLC
BRENDEL FINANCIAL ADVISORS LLC
Serves this area from Hanover, NH (20 mi)
Retirement Plan Advisors in Orange County, VT
The top-ranked retirement plan advisors serving Orange County, VT are Brendel Financial Advisors LLC, Maple Capital Management, Inc. and Otto & Associates, Inc.. We list 6 retirement plan advisors serving Orange County, VT. 6 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 Orange County, VT. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Orange County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Brendel Financial Advisors LLC | SEC-registered investment adviser (CRD)#288927 | Hanover, NH (20 mi) | (603) 643-4441 |
| 2 | Maple Capital Management, Inc. | SEC-registered investment adviser (CRD)#130209 | Montpelier, VT (20 mi) | (802) 229-2838 |
| 3 | Otto & Associates, Inc. | SEC-registered investment adviser (CRD)#109493 | Norwich, VT (20 mi) | (802) 649-1946 |
| 4 | Esi Financial Advisors | SEC-registered investment adviser (CRD)#265 | Montpelier, VT (20 mi) | (800) 344-7437 |
| 5 | Mascoma Wealth Management | SEC-registered investment adviser (CRD)#174907 | Hanover, NH (21 mi) | (603) 676-8813 |
| 6 | Marble Trail Advisors | SEC-registered investment adviser (CRD)#154744 | Middlebury, VT (40 mi) | (802) 388-6300 |
#2Maple Capital Management, Inc.
MAPLE CAPITAL MANAGEMENT, INC.Serves this area from Montpelier, VT (20 mi)#3Otto & Associates, Inc.
OTTO & ASSOCIATES, INC.Serves this area from Norwich, VT (20 mi)#4Esi Financial Advisors
EQUITY SERVICES, INC.Serves this area from Montpelier, VT (20 mi)#5Mascoma Wealth Management
MASCOMA WEALTH MANAGEMENT LLCServes this area from Hanover, NH (21 mi)#6Marble Trail Advisors
ADDISON ADVISORS LLCServes this area from Middlebury, VT (40 mi)
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Frequently asked questions
How many retirement plan advisors serve Orange County?
We list 6 retirement plan advisors serving Orange County, VT: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Orange County?
The top-ranked retirement plan advisors serving Orange County, VT are Brendel Financial Advisors LLC, Maple Capital Management, Inc., Otto & Associates, Inc., Esi Financial Advisors and Mascoma Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Orange County are verified against official records?
6 of the top 6 match an active official record: Brendel Financial Advisors LLC (U.S. Securities and Exchange Commission), Maple Capital Management, Inc. (U.S. Securities and Exchange Commission), Otto & Associates, Inc. (U.S. Securities and Exchange Commission), Esi Financial Advisors (U.S. Securities and Exchange Commission) and Mascoma Wealth Management (U.S. Securities and Exchange Commission), and 1 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
Randolph, Williamstown, Thetford, Bradford, Newbury, Corinth, Tunbridge, Brookfield, Chelsea, Topsham, Braintree, Strafford, Orange, Washington, Fairlee, Vershire, West Fairlee, Newbury, Wells River