Best Financial Advisors in SOUTH BURLINGTON, Vermont
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in SOUTH BURLINGTON
BROADLAKE FINANCIAL MANAGEMENT
SOUTH BURLINGTON, VT · Since 1989
INTRACK INVESTMENT MANAGEMENT, INC.
SOUTH BURLINGTON, VT · Since 2014
POULOS ADVISORS, INC.
SOUTH BURLINGTON, VT · Since 2025
QUANTUM LEAP CAPITAL, LLC
SOUTH BURLINGTON, VT · Since 2024
FARROW FINANCIAL INC
SOUTH BURLINGTON, VT · Since 1981
PATHWAY FINANCIAL ADVISORS, LLC
SOUTH BURLINGTON, VT · Since 2005
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 SOUTH BURLINGTON?
The median advisory fee in SOUTH BURLINGTON, VT is 0.95% of assets under management per year, based on Form ADV filings from 6 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.