Best Financial Advisors in BURLINGTON, Vermont
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Loading map...
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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.