#1Otto & Associates, Inc.
OTTO & ASSOCIATES, INC.
Based in Norwich, VT
Retirement Plan Advisors in Windsor County, VT
The top-ranked retirement plan advisors serving Windsor County, VT are Otto & Associates, Inc., Mascoma Wealth Management and Brendel Financial Advisors LLC. We list 5 retirement plan advisors serving Windsor County, VT. 5 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 Windsor County, VT. 5 providers, 5 of the top 5 verified against federal or state records. Registry records checked on 2026-11-04.
Top 5 ranked retirement plan advisors for Windsor County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Otto & Associates, Inc. | SEC-registered investment adviser (CRD)#109493 | Norwich, VT | (802) 649-1946 |
| 2 | Mascoma Wealth Management | SEC-registered investment adviser (CRD)#174907 | Hanover, NH (18 mi) | (603) 676-8813 |
| 3 | Brendel Financial Advisors LLC | SEC-registered investment adviser (CRD)#288927 | Hanover, NH (20 mi) | (603) 643-4441 |
| 4 | Marble Trail Advisors | SEC-registered investment adviser (CRD)#154744 | Middlebury, VT (42 mi) | (802) 388-6300 |
| 5 | Williams Financial, LLC | SEC-registered investment adviser (CRD)#137038 | North Bennington, VT (55 mi) | (866) 986-4469 |
#2Mascoma Wealth Management
MASCOMA WEALTH MANAGEMENT LLCServes this area from Hanover, NH (18 mi)#3Brendel Financial Advisors LLC
BRENDEL FINANCIAL ADVISORS LLCServes this area from Hanover, NH (20 mi)#4Marble Trail Advisors
ADDISON ADVISORS LLCServes this area from Middlebury, VT (42 mi)#5Williams Financial, LLC
WILLIAMS FINANCIAL, LLCServes this area from North Bennington, VT (55 mi)
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Frequently asked questions
How many retirement plan advisors serve Windsor County?
We list 5 retirement plan advisors serving Windsor County, VT: 1 based there and 4 serving it from nearby. 5 of the top 5 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Windsor County?
The top-ranked retirement plan advisors serving Windsor County, VT are Otto & Associates, Inc., Mascoma Wealth Management, Brendel Financial Advisors LLC, Marble Trail Advisors and Williams Financial, LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Windsor County are verified against official records?
5 of the top 5 match an active official record: Otto & Associates, Inc. (U.S. Securities and Exchange Commission), Mascoma Wealth Management (U.S. Securities and Exchange Commission), Brendel Financial Advisors LLC (U.S. Securities and Exchange Commission), Marble Trail Advisors (U.S. Securities and Exchange Commission) and Williams Financial, LLC (U.S. Securities and Exchange Commission). 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
Hartford, Springfield, Norwich, Windsor, Hartland, Wilder, Woodstock, Chester, Weathersfield, Royalton, White River Junction, Ludlow, Bethel, Sharon, Cavendish, West Windsor, Rochester, Barnard, Pomfret, Woodstock, Bridgewater, Quechee, Ludlow, Hartford Village, Stockbridge, North Springfield, Reading, South Royalton, Plymouth, Weston, Andover, Ascutney, Proctorsville, West Woodstock, North Hartland, Baltimore, South Woodstock