search

Top Financial Advisor Firms in Vermont




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 25 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 25 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 June 01, 2020, 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



Are you a top firm in Vermont? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
Bascomb Madison & James Capital Management 2012 View Locations
Bay Colony Advisors 2016 View Locations
Belpointe Asset Management 2008 View Locations
Broadlake Financial Management 1989 View Locations
Charles Schwab Investment Advisory 2009 View Locations
Clean Yield Asset Management 1986 View Locations
Farrow Financial 1981 View Locations
Garrett Investment Advisors 2011 View Locations
Hammond Iles Wealth Advisors 2005 View Locations
Hanson & Doremus Investment Management 1998 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
Mascoma Wealth Management 2015 View Locations
Pathway Financial Advisors 2005 View Locations
Prentiss Smith & Company 1982 View Locations
Rock Point Advisors 2004 View Locations
Silverlake Wealth Management 2015 View Locations
Summit Wealth Group 2015 View Locations
Trust Advisory Group 1994 View Locations
United Advisors Services 2009 View Locations
Westview Investment Advisors 2014 View Locations


View other state winners


contact_supportSupport