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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Vermont.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

385 financial advisors29 advisory firms12 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

29 advisory firmsCompare public facts. Verify experience directly.
385 financial advisors29 advisory firms12 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

44 NORTH CAPITAL, LLCCRD 327552

Advisory firm

Filed advisory firm office: Burlington, VT

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCCRD 312253

Advisory firm

Filed advisory firm office: Shelburne, VT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPension consulting services
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BENNINGTON FINANCIAL PLANNING GROUPCRD 116302

Advisory firm

Filed advisory firm office: Bennington, VT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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BIRCHVIEW CAPITAL, LPCRD 170534

Advisory firm

Filed advisory firm office: Burlington, VT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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BROADLAKE FINANCIAL MANAGEMENTCRD 105057

Advisory firm

Filed advisory firm office: South Burlington, VT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CHAMPLAIN INVESTMENT PARTNERS, LLCCRD 132474

Advisory firm

Filed advisory firm office: Burlington, VT

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CLEAN YIELD ASSET MANAGEMENTCRD 104826

Advisory firm

Filed advisory firm office: Norwich, VT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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COPPER LEAF FINANCIAL, LLCCRD 285378

Advisory firm

Filed advisory firm office: Williston, VT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DWV ADVISORS, LLCCRD 154148

Advisory firm

Filed advisory firm office: Essex Junction, VT

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ESI FINANCIAL ADVISORSCRD 265

Advisory firm

Filed advisory firm office: Montpelier, VT

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FARROW FINANCIAL INCCRD 110526

Advisory firm

Filed advisory firm office: South Burlington, VT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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HANSON & DOREMUS INVESTMENT MANAGEMENTCRD 108045

Advisory firm

Filed advisory firm office: Burlington, VT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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HUTNER CAPITAL MANAGEMENT INC.CRD 107896

Advisory firm

Filed advisory firm office: Manchester, VT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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INTRACK INVESTMENT MANAGEMENT, INC.CRD 106450

Advisory firm

Filed advisory firm office: South Burlington, VT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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M. KRAUS & COMPANYCRD 106749

Advisory firm

Filed advisory firm office: Shelburne, VT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MANCHESTER CAPITAL MANAGEMENT LLCCRD 110003

Advisory firm

Filed advisory firm office: Manchester, VT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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MAPLE CAPITAL MANAGEMENT, INC.CRD 130209

Advisory firm

Filed advisory firm office: Montpelier, VT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MARBLE TRAIL ADVISORSCRD 154744

Advisory firm

Filed advisory firm office: Middlebury, VT

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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NLG CAPITAL LLCCRD 109396

Advisory firm

Filed advisory firm office: Montpelier, VT

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ONE DAY IN JULY LLCCRD 284335

Advisory firm

Filed advisory firm office: Burlington, VT

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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