Best Financial Advisor Firms Vermont 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Vermont.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (RIAs) from across the country. The (up to) 100 best firms, with at least one office in Vermont, were selected using our rigorous Trust Algorithm, which sorts through close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Vermont are as followed:

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

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Antoine Williams & Associates Wealth Management 4.5/5 Stars $180.3 million 310 1 $581,645
Barrell Investment Group 4.5/5 Stars $93.6 million 295 2 $317,169
Bascomb Madison & James Capital Management 4.5/5 Stars $130.1 million 11 1 $11.8 million
Bay Colony Advisors 4.5/5 Stars $805.5 million 1,606 22 $501,582
Berger Financial Group 4.5/5 Stars $1.5 billion 2,217 25 $654,774
Broadlake Financial Management 5/5 Stars $319.1 million 585 4 $545,480
Catamount Asset Management 5/5 Stars $97.5 million 231 1 $422,175
Champlain Investment Partners 4.5/5 Stars $22.5 billion 95 18 $236.9 million
Clean Yield Asset Management 5/5 Stars $517.8 million 241 4 $2.1 million
Continuum Advisory 4.5/5 Stars $820.1 million 2,619 34 $313,132
Copper Leaf Financial 4.5/5 Stars $143.9 million 139 6 $1.0 million
Cuna Brokerage Services 4.5/5 Stars $5.8 billion 16,282 716 $355,629
Dempsey Investment Management logoDempsey Investment Management 5/5 Stars $96.5 million 130 1 $742,186
Farrow Financial 5/5 Stars $207.0 million 173 2 $1.2 million
Fenwick Investments 4.5/5 Stars $12.2 million 23 1 $530,166
Fisher Financial Advisors 4.5/5 Stars $187.4 million 512 4 $365,980
Green View Advisors 5/5 Stars $23.5 million 19 1 $1.2 million
Hammond Iles Wealth Advisors 4.5/5 Stars $89.5 million 295 3 $303,468
Hanson & Doremus Investment Management 5/5 Stars $638.9 million 465 7 $1.4 million
Hutner Capital Management 4.5/5 Stars $195.2 million 105 2 $1.9 million
HWC Financial 4.5/5 Stars $40.0 million 90 1 $444,777
Intrack Investment Management 5/5 Stars $247.1 million 161 4 $1.5 million
KDP Asset Management 5/5 Stars $430.8 million 37 1 $11.6 million
M.kraus & Company 5/5 Stars $492.9 million 210 4 $2.3 million
Manchester Capital Management 5/5 Stars $3.7 billion 271 10 $13.7 million
Maple Capital Management 5/5 Stars $1.6 billion 979 12 $1.6 million
Marble Trail Advisors 4.5/5 Stars $358.5 million 269 6 $1.3 million
Mascoma Wealth Management 5/5 Stars $381.4 million 730 8 $522,432
Milne Financial Planning 5/5 Stars $78.2 million 110 2 $711,253
One Day In July 4.5/5 Stars $569.9 million 658 9 $866,164
Pathway Financial Advisors 5/5 Stars $766.6 million 242 7 $3.2 million
Pochop Financial Management 4.5/5 Stars $29.2 million 76 1 $384,777
Poulos Advisors 5/5 Stars $70.2 million 95 2 $738,858
Prentiss Smith & Company 5/5 Stars $473.0 million 434 5 $1.1 million
Quantum Leap Capital 4.5/5 Stars $77.7 million 130 2 $597,356
Rock Point Advisors 5/5 Stars $553.6 million 231 3 $2.4 million
Silverlake Wealth Management 5/5 Stars $448.0 million 557 7 $804,269
Soaring Wealth 4.5/5 Stars $10.6 million 9 1 $1.2 million
Stage 2 Planning Partners 4.5/5 Stars $76.9 million 224 3 $343,277
Sterling Range Financial Management 5/5 Stars $53.8 million 107 1 $502,620
Stratton Capital Investment Advisory 4.5/5 Stars $7.4 million 49 1 $151,695
Summit Investments 4.5/5 Stars $13.8 million 33 1 $416,909
Summit Wealth Group 4.5/5 Stars $559.7 million 429 8 $1.3 million
The Patriot Financial Group 4.5/5 Stars $1.2 billion 3,042 50 $378,499
TRG Investment Advisors 4.5/5 Stars $702.6 million 257 4 $2.7 million
True North Financial Planning 5/5 Stars $3.6 million 11 1 $324,289
Trust Advisory Group 4.5/5 Stars $613.6 million 2,076 49 $295,558
Vanderbilt Advisory Services 4.5/5 Stars $966.5 million 4,329 93 $223,263
Vermont Pure Financial 4.5/5 Stars $0.0 150 1 $0.0
Westview Investment Advisors 4.5/5 Stars $180.7 million 140 3 $1.3 million
Williams Financial 4.5/5 Stars $154.3 million 237 3 $651,113

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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