Westview Investment Advisors
SEC RegisteredFee-only investment advisors, dedicated to your financial success
About the firm
Westview is an independently owned Vermont-based firm, serving clients nationwide. Their comprehensive approach combines deep market insights, rigorous analysis, and a focus on risk management. They operate as both an investment manager and a financial planning firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management with portfolios tailored to financial goals, time horizon, and risk tolerance; financial planning by Certified Financial Planners; and endowment portfolio management aligned with the mission and values of foundations.
Who they serve
Individuals and families at every stage of life, including mid-career individuals, those sending kids to college, those managing inter-generational wealth, and endowments and foundations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 99 | $32M |
| High Net Worth Individuals | 66 | $176M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the First $2,000,000 | 1.00% |
| From $2,000,001 to $5,000,000 | 0.75% |
| From $5,000,001 and above | 0.00% |
Data as of February 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Westview Investment Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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