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Best Financial Advisor Firms Vermont 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 40 Financial Advisor Firms in Vermont.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 40 best firms, with at least one office in Vermont, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Vermont are as followed:

  • Must be Trusted by investor.com.
  • Must have an office location in Vermont.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!



View other state winners

Firm Rating Year Registered Minimum Office Locations
Antoine Williams & Associates Wealth Management 2021 View Locations
Bascomb Madison & James Capital Management 2012 View Locations
Belpointe Asset Management 2008 View Locations
Broadlake Financial Management 1989 View Locations
Catamount Asset Management 2012 View Locations
Clean Yield Asset Management 1986 View Locations
Clute Wealth Management 1998 View Locations
Cuna Brokerage Services 2001 View Locations
Dempsey Investment Management 2005 View Locations
Farrow Financial 1981 View Locations
Fenwick Investments 2013 View Locations
Fisher Financial Advisors 2017 View Locations
Green View Advisors 2008 View Locations
HWC Financial 2019 View Locations
Hammond Iles Wealth Advisors 2005 View Locations
Hanson & Doremus Investment Management 1998 View Locations
Hickok & Boardman Capital Management 2007 View Locations
Hutner Capital Management 2014 View Locations
Intrack Investment Management 2014 View Locations
KDP Asset Management 2000 View Locations
M.kraus & Company 1996 View Locations
Manchester Capital Management 1993 View Locations
Maple Capital Management 2004 View Locations
Marble Trail Advisors 2019 View Locations
One Day In July 2018 View Locations
Pathway Financial Advisors 2005 View Locations
Pochop Financial Management 2006 View Locations
Poulos Advisors 2007 View Locations
Prentiss Smith & Company 1982 View Locations
Quantum Leap Capital 2012 View Locations
Rock Point Advisors 2004 View Locations
Silverlake Wealth Management 2015 View Locations
Soaring Wealth 2019 View Locations
Stage 2 Planning Partners 2016 View Locations
Sterling Range Financial Management 2012 View Locations
Summit Investments 2018 View Locations
Summit Wealth Group 2015 View Locations
The Patriot Financial Group 2014 View Locations
True North Financial Planning 2014 View Locations
Westview Investment Advisors 2019 View Locations


View other state winners


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