Firms by city
Registered investment advisers in Williston, VT
2 SEC-registered advisers headquartered in Williston, listed by regulatory assets under management as reported on Form ADV.
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2 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| SilverLake Wealth Management | Williston, VT | $849M |
| Copper Leaf Financial | Williston, VT | $220M |
- Headquarters
- Williston, VT
- Regulatory AUM
- $849M
- Headquarters
- Williston, VT
- Regulatory AUM
- $220M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Williston on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Vermont.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.