WestView Investment Advisors, an independently owned Burlington investment firm, has been recognized as one of the nation's top registered investment advisors by Financial Advisor Magazine for 2022. The company was the only Vermont-based firm to earn a spot in the magazine's annual RIA Survey and Ranking report.
Founded in 2008 by Ben Nostrand, Westview currently oversees more than $150 million in client assets — a 32% increase over the previous year. The firm provides financial planning and wealth-management services to 140 clients, about 60% of whom are Vermont-based.
“Individuals, small businesses and families all have different financial and investment needs during different stages of life," Nostrand said. “We offer personalized, professional service every step of the way.”
The annual ranking is based on firm criteria including percentage growth in assets; percentage growth in assets per client; and percentage increase in number of clients. Firms must be independently owned or a freestanding subsidiary of another business to be considered for the list.