Best Financial Advisors in MONTPELIER, Vermont
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$2.8B
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified1 firms shown
Top-Ranked Advisors in MONTPELIER
#1
94
NLG CAPITAL LLC
MONTPELIER, VT · Since 2000
$46.5B AUM48 clientsFee: 0%
FiduciaryFee-Only
#2
81
MAPLE CAPITAL MANAGEMENT, INC.
MONTPELIER, VT · Since 2004
$2.6B AUM27 clientsFee: 0%
FiduciaryFee-Only
#3
ESI FINANCIAL ADVISORS
MONTPELIER, VT · Since 1992
$2.8B AUM460 clientsFee: 0%
Broker-Dealer13 complaints
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 MONTPELIER?
The median advisory fee in MONTPELIER, VT is 0.95% of assets under management per year, based on Form ADV filings from 3 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.