Best Financial Advisors in BURLINGTON, Vermont
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BURLINGTON
ONE DAY IN JULY LLC
BURLINGTON, VT · Since 2018
TEUCRIUM INVESTMENT ADVISORS, LLC
BURLINGTON, VT · Since 2022
HANSON & DOREMUS INVESTMENT MANAGEMENT
BURLINGTON, VT · Since 1998
ROCK POINT ADVISORS, LLC
BURLINGTON, VT · Since 2004
BIRCHVIEW CAPITAL, LP
BURLINGTON, VT · Since 2014
WESTVIEW INVESTMENT ADVISORS
BURLINGTON, VT · Since 2019
44 NORTH CAPITAL, LLC
BURLINGTON, VT · Since 2023
CHAMPLAIN INVESTMENT PARTNERS, LLC
BURLINGTON, VT · Since 2004
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BURLINGTON?
The median advisory fee in BURLINGTON, VT is 0.95% of assets under management per year, based on Form ADV filings from 8 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.