Best Financial Advisors in Vermont
31 SEC-registered advisory firms across 13 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.
Cities in Vermont
Top-Ranked Advisors in Vermont
Page 1 of 2 · 31 firms
NLG CAPITAL LLC
MONTPELIER, VT · Since 2000
M. KRAUS & COMPANY
SHELBURNE, VT · Since 1996
OTTO & ASSOCIATES, INC.
NORWICH, VT · Since 2000
ONE DAY IN JULY LLC
BURLINGTON, VT · Since 2018
BROADLAKE FINANCIAL MANAGEMENT
SOUTH BURLINGTON, VT · Since 1989
PRENTISS SMITH & COMPANY, INC.
BRATTLEBORO, VT · Since 1982
INTRACK INVESTMENT MANAGEMENT, INC.
SOUTH BURLINGTON, VT · Since 2014
HUTNER CAPITAL MANAGEMENT INC.
MANCHESTER, VT · Since 2014
DWV ADVISORS, LLC
ESSEX JUNCTION, VT · Since 2012
MARBLE TRAIL ADVISORS
MIDDLEBURY, VT · Since 2019
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
SHELBURNE, VT · Since 2021
TEUCRIUM INVESTMENT ADVISORS, LLC
BURLINGTON, VT · Since 2022
COPPER LEAF FINANCIAL, LLC
WILLISTON, VT · Since 2021
POULOS ADVISORS, INC.
SOUTH BURLINGTON, VT · Since 2025
MANCHESTER CAPITAL MANAGEMENT LLC
MANCHESTER, VT · Since 1993
QUANTUM LEAP CAPITAL, LLC
SOUTH BURLINGTON, VT · Since 2024
HANSON & DOREMUS INVESTMENT MANAGEMENT
BURLINGTON, VT · Since 1998
PATHWAY FINANCIAL ADVISORS, LLC
SOUTH BURLINGTON, VT · Since 2005
MAPLE CAPITAL MANAGEMENT, INC.
MONTPELIER, VT · Since 2004
CLEAN YIELD ASSET MANAGEMENT
NORWICH, VT · Since 1986
ROCK POINT ADVISORS, LLC
BURLINGTON, VT · Since 2004
SILVERLAKE WEALTH MANAGEMENT LLC
WILLISTON, VT · Since 2015
FARROW FINANCIAL INC
SOUTH BURLINGTON, VT · Since 1981
BIRCHVIEW CAPITAL, LP
BURLINGTON, VT · Since 2014
WESTVIEW INVESTMENT ADVISORS
BURLINGTON, VT · Since 2019
About Financial Advisors in Vermont
How many financial advisors are registered in Vermont?
There are 31 SEC-registered investment advisory firms in Vermont, spread across 13 cities. This includes firms managing $100 million or more in client assets.
What is the average financial advisor fee in Vermont?
The median advisory fee in Vermont is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.
How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.
Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.