#1Esi Financial Advisors
EQUITY SERVICES, INC.
Based in Montpelier, VT
Retirement Plan Advisors in Washington County, VT
The top-ranked retirement plan advisors serving Washington County, VT are Esi Financial Advisors, Maple Capital Management, Inc. and Copper Leaf Financial, LLC. We list 13 retirement plan advisors serving Washington 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 Washington 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 Washington County
#2Maple Capital Management, Inc.
MAPLE CAPITAL MANAGEMENT, INC.Based in Montpelier, VT#3Copper Leaf Financial, LLC
COPPER LEAF FINANCIAL, LLCServes this area from Williston, VT (27 mi)#4Silverlake Wealth Management LLC
SILVERLAKE WEALTH MANAGEMENT LLCServes this area from Williston, VT (27 mi)#5Antoine Williams & Associates Wealth Management, LLC
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCServes this area from Shelburne, VT (30 mi)#6Broadlake Financial Management
ELEY FINANCIAL MANAGEMENT, INC.Serves this area from South Burlington, VT (31 mi)#7Intrack Investment Management, Inc.
INTRACK INVESTMENT MANAGEMENT, INC.Serves this area from South Burlington, VT (31 mi)#8Poulos Advisors, Inc.
POULOS ADVISORS, INC.Serves this area from South Burlington, VT (31 mi)#9Stage 2 Planning Partners LLC
STAGE 2 PLANNING PARTNERS LLCServes this area from South Burlington, VT (31 mi)#1044 North Capital, LLC
44 NORTH CAPITAL, LLCServes this area from Burlington, VT (32 mi)
3 more providers serving this area
- Westview Investment Advisors, Burlington, VT (32 mi)
- One Day In July LLC, Burlington, VT (32 mi)
- Marble Trail Advisors, Middlebury, VT (33 mi)
Request quotes
Frequently asked questions
How many retirement plan advisors serve Washington County?
We list 13 retirement plan advisors serving Washington County, VT: 2 based there and 11 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 Washington County?
The top-ranked retirement plan advisors serving Washington County, VT are Esi Financial Advisors, Maple Capital Management, Inc., Copper Leaf Financial, LLC, Silverlake Wealth Management LLC and Antoine Williams & Associates Wealth Management, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Washington County are verified against official records?
10 of the top 10 match an active official record: Esi Financial Advisors (U.S. Securities and Exchange Commission), Maple Capital Management, Inc. (U.S. Securities and Exchange Commission), Copper Leaf Financial, LLC (U.S. Securities and Exchange Commission), Silverlake Wealth Management LLC (U.S. Securities and Exchange Commission) and Antoine Williams & Associates Wealth Management, 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
Barre, Barre, Montpelier, Northfield, Waterbury, Berlin, East Montpelier, Warren, Waitsfield, Middlesex, Moretown, Calais, Marshfield, Cabot, Duxbury, Fayston, Plainfield, South Barre, Worcester, Woodbury, East Barre, Graniteville, Roxbury, Websterville, Waterbury Center, Marshfield