Best Financial Advisors in SOUTH BURLINGTON, Vermont
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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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
PATHWAY FINANCIAL ADVISORS, LLC
SOUTH BURLINGTON, VT · Since 2005
FARROW FINANCIAL INC
SOUTH BURLINGTON, VT · Since 1981
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 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.