Best Financial Advisor Firms Vermont 2023

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Written by investor.com

November 08, 2023

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

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as 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 more than 500,000 data points from the SEC.

Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Vermont are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • 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!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Advisory Alpha 5/5 Stars $1.8 billion 9,592 58 $186,206
Antoine Williams & Associates Wealth Management 4.5/5 Stars $173.1 million 311 1 $556,479
Barrell Investment Group 4.5/5 Stars $81.2 million 276 2 $294,317
Bascomb Madison & James Capital Management 5/5 Stars $116.8 million 10 1 $11.7 million
Bay Colony Advisors 5/5 Stars $893.3 million 1,920 22 $465,256
Berger Financial Group 4.5/5 Stars $1.4 billion 2,664 30 $512,576
Broadlake Financial Management 5/5 Stars $285.1 million 497 4 $573,695
Capital Cities Investments 4.5/5 Stars $211.7 million 568 19 $372,724
Catamount Asset Management 5/5 Stars $90.7 million 241 1 $376,297
Champlain Investment Partners 5/5 Stars $16.0 billion 94 14 $170.1 million
Clean Yield Asset Management 5/5 Stars $477.8 million 254 4 $1.9 million
Continuum Advisory 5/5 Stars $1.0 billion 2,045 34 $498,344
Copper Leaf Financial 4.5/5 Stars $149.0 million 151 4 $986,528
Dempsey Investment Management logoDempsey Investment Management 4.5/5 Stars $115.8 million 138 1 $839,463
Equinox Financial Advisors 4.5/5 Stars $74.9 million 308 2 $243,217
Farrow Financial 5/5 Stars $194.9 million 174 2 $1.1 million
Fenwick Investments 5/5 Stars $8.5 million 57 1 $148,276
Fisher Financial Advisors 5/5 Stars $180.0 million 518 2 $347,490
Frazier Financial Advisors 5/5 Stars $623.8 million 527 8 $1.2 million
Green View Advisors 5/5 Stars $20.5 million 18 1 $1.1 million
Hammond Iles Wealth Advisors 5/5 Stars $82.1 million 335 4 $245,202
Hanson & Doremus Investment Management 5/5 Stars $606.4 million 503 7 $1.2 million
Hutner Capital Management 5/5 Stars $190.1 million 115 2 $1.7 million
HWC Financial 4.5/5 Stars $40.1 million 91 1 $441,082
Intrack Investment Management 5/5 Stars $207.3 million 172 4 $1.2 million
M. Kraus & Company 5/5 Stars $448.1 million 211 4 $2.1 million
Manchester Capital Management 5/5 Stars $3.2 billion 272 11 $11.6 million
Maple Capital Management 5/5 Stars $1.4 billion 1,076 12 $1.3 million
Marble Trail Advisors 4.5/5 Stars $318.5 million 267 5 $1.2 million
Mascoma Wealth Management 5/5 Stars $421.8 million 862 8 $489,274
Milne Financial Planning 5/5 Stars $76.1 million 109 2 $698,248
MSA Financial 5/5 Stars $870.4 million 1,267 8 $686,983
OAK Maple Finance 4.5/5 Stars $53.2 million 42 1 $1.3 million
One Day In July 4.5/5 Stars $587.5 million 870 12 $675,230
Pathway Financial Advisors 5/5 Stars $656.4 million 195 6 $3.4 million
Pochop Financial Management 5/5 Stars $27.8 million 72 1 $386,634
Poulos Advisors 5/5 Stars $67.1 million 98 2 $684,574
Prentiss Smith & Company 5/5 Stars $402.0 million 343 5 $1.2 million
Quantum Leap Capital 5/5 Stars $83.3 million 134 2 $621,428
Rock Point Advisors 5/5 Stars $460.4 million 248 3 $1.9 million
Silverlake Wealth Management 5/5 Stars $420.7 million 1,013 8 $415,342
Soaring Wealth 4.5/5 Stars $9.1 million 10 1 $906,357
Sterling Range Financial Management 5/5 Stars $49.9 million 32 1 $1.6 million
Stratton Capital Investment Advisory 4.5/5 Stars $31.6 million 172 1 $183,750
Summit Investments 5/5 Stars $11.3 million 34 1 $331,938
Summit Wealth Group 4.5/5 Stars $499.7 million 430 8 $1.2 million
TRG Investment Advisors 4.5/5 Stars $740.6 million 324 4 $2.3 million
True North Financial Planning 5/5 Stars $2.9 million 10 1 $292,360
Vanderbilt Advisory Services 4.5/5 Stars $1.1 billion 5,067 93 $217,790
Westview Investment Advisors 4.5/5 Stars $157.4 million 142 3 $1.1 million
Williams Financial 4.5/5 Stars $147.6 million 244 3 $604,813

More Top Firms by State




The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.

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, investing, retirement planning, and more.

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