# Trg Investment Advisors, LLC Source: https://planprovider.pro/provider/trg-investment-advisors-llc > Investment advice and retirement plan support are the core of Trg Investment Advisors, LLC, an SEC-registered investment advisor that works with both individ… Retirement Plan Advisor Brattleboro, VT ## About Trg Investment Advisors, LLC

Investment advice and retirement plan support are the core of Trg Investment Advisors, LLC, an SEC-registered investment advisor that works with both individuals and businesses. The firm reports $6.6B in AUM (2026) and provides 3(21) fiduciary services for employer-sponsored retirement plans.

Headquartered in Brattleboro in southeastern Vermont near the New Hampshire border, Trg Investment Advisors also has an office in West Lebanon, New Hampshire, serving the Upper Valley and the broader Vermont–New Hampshire region.

Client work includes portfolio management, pension consulting, and financial planning. The investment toolkit covers private equity, credit, real estate, infrastructure, fixed income, and hedge funds, which can be used where appropriate for plan sponsors and personal wealth needs.

What sets the firm apart is its mix of retirement plan fiduciary support and access to a wide range of public and alternative investment strategies under one advisory platform. Learn more about similar plan advisors and other retirement plan providers.

Website: [https://www.trgadvisory.com/](https://www.trgadvisory.com/) ## Office Locations - Brattleboro, VT (Headquarters) - West Lebanon, NH ## Services Offered - 3(21) Investment Advisor ## Client Statistics (2026) - Total Clients: 0 - Total AUM: $6.6B ## Plans Serviced (2024) Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500). | Plan|Sponsor|Assets|Participants| | LIEBHERR-AMERICA INC. PENSION PLAN|LIEBHERR MINING & CONSTRUCTION, VA|$264M|1,731| | GUIDEHOUSE DIGITAL LLC 401(K) SAVINGS PLAN|GUIDEHOUSE DIGITAL LLC, VA|$171M|1,566| | CHIESA SHAHINIAN & GIANTOMASI PC SALARY SAVINGS PLAN (II)|CHIESA SHAHINIAN & GIANTOMASI PC, NJ|$137M|236| | WORLD LEARNING, INC. RETIREMENT PLAN|WORLD LEARNING, INC., VT|$96M|457| | BLESSEY MARINE SERVICES, INC. 401(K) PLAN|BLESSEY MARINE SERVICES, INC., LA|$66M|675| | NEWSBANK RETIREMENT SAVINGS PLAN|NEWSBANK, INC., VT|$59M|330| | BRATTLEBORO MEMORIAL HOSPITAL 403(B) PLAN|BRATTLEBORO MEMORIAL HOSPITAL, VT|$46M|689| | LANDMARK COLLEGE RETIREMENT PLAN|LANDMARK COLLEGE, INC., VT|$45M|351| | TAX SHELTERED ANNUITY SAVINGS PLAN FOR EMPLOYEES OF BRATTLEBORO RETREAT|BRATTLEBORO RETREAT, VT|$43M|532| | SIBCY CLINE, INC. AND AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN|SIBCY CLINE, INC., OH|$36M|159| | KIMBALL UNION ACADEMY DC RETIREMENT PLAN|KIMBALL UNION ACADEMY, NH|$32M|149| | BRATTLEBORO MEMORIAL HOSPITAL MONEY PURCHASE PENSION PLAN AND TRUST|BRATTLEBORO MEMORIAL HOSPITAL, VT|$29M|352| | CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN|CARDIGAN MOUNTAIN SCHOOL, NH|$27M|124| | OTIS HEALTH CARE CENTER 401K PLAN|OTIS HEALTH CARE CENTER, VT|$26M|231| | HOLSTEIN ASSOCIATION USA, INC. RETIREMENT SAVINGS PLAN|HOLSTEIN ASSOCIATION USA, INC., VT|$25M|88| | NEW CHAPTER, INC. 401(K) PLAN|NEW CHAPTER, INC., VT|$19M|185| | CN HOLDINGS RETIREMENT PROFIT-SHARING PLAN|CN HOLDINGS, INC., VT|$16M|105| | D.E.W. CONSTRUCTION 401(K) PROFIT SHARING PLAN|D.E.W. CONSTRUCTION CORP., VT|$15M|111| | CATHOLIC CHARITIES MAINE 401(K) RETIREMENT PLAN|CATHOLIC CHARITIES MAINE, ME|$12M|342| | ONION RIVER CO-OP 401(K) PLAN|ONION RIVER COOPERATIVE DBA CITY MARKET, VT|$11M|261| Showing top 20 of 23 plans serviced in 2024. ## Other Retirement Plan Advisors in VT - [Antoine Williams & Associates Wealth Management, LLC](https://planprovider.pro/provider/antoine-williams-and-associates-wealth-management-llc) - Shelburne, VT - [Silverlake Wealth Management LLC](https://planprovider.pro/provider/silverlake-wealth-management-llc) - Williston, VT - [Farrow Financial INC](https://planprovider.pro/provider/farrow-financial-inc) - South Burlington, VT - [Intrack Investment Management, Inc.](https://planprovider.pro/provider/intrack-investment-management-inc) - Norwich, VT - [M. Kraus & Company](https://planprovider.pro/provider/m-kraus-and-company) - Shelburne, VT - [Maple Capital Management, Inc.](https://planprovider.pro/provider/maple-capital-management-inc) - Montpelier, VT - [Pathway Financial Advisors, LLC](https://planprovider.pro/provider/pathway-financial-advisors-llc) - South Burlington, VT - [Marble Trail Advisors](https://planprovider.pro/provider/marble-trail-advisors) - Middlebury, VT - [Westview Investment Advisors](https://planprovider.pro/provider/westview-investment-advisors) - Burlington, VT [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/trg-investment-advisors-llc) © 2026 PlanProvider.Pro