Written by investor.com
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 April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Vermont are as follows:
- Must be rated 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 |
|
$1.8 billion | 9,592 | 52 | $186,206 |
| Antoine Williams & Associates Wealth Management |
|
$173.1 million | 306 | 1 | $565,572 |
| Barrell Investment Group |
|
$81.2 million | 276 | 2 | $294,317 |
| Bascomb Madison & James Capital Management |
|
$116.8 million | 10 | 1 | $11.7 million |
| Bay Colony Advisors |
|
$893.3 million | 1,920 | 22 | $465,256 |
| Belpointe Asset Management |
|
$3.9 billion | 8,180 | 157 | $471,308 |
| Berger Financial Group |
|
$1.4 billion | 2,664 | 30 | $512,576 |
| Broadlake Financial Management |
|
$285.1 million | 497 | 4 | $573,695 |
| Catamount Asset Management |
|
$90.7 million | 241 | 1 | $376,297 |
| Champlain Investment Partners |
|
$16.0 billion | 94 | 14 | $170.1 million |
| Clean Yield Asset Management |
|
$477.8 million | 254 | 4 | $1.9 million |
| Clute Wealth Management |
|
$0.0 | 12 | 3 | $0.0 |
| Continuum Advisory |
|
$1.0 billion | 2,045 | 34 | $498,344 |
| Copper Leaf Financial |
|
$149.0 million | 151 | 4 | $986,528 |
| Dempsey Investment Management |
|
$115.8 million | 138 | 1 | $839,463 |
| Farrow Financial |
|
$194.9 million | 174 | 2 | $1.1 million |
| Fenwick Investments |
|
$8.5 million | 57 | 1 | $148,276 |
| Fisher Financial Advisors |
|
$180.0 million | 518 | 2 | $347,490 |
| Frazier Financial Advisors |
|
$623.8 million | 527 | 8 | $1.2 million |
| Green View Advisors |
|
$20.5 million | 18 | 1 | $1.1 million |
| Hammond Iles Wealth Advisors |
|
$82.1 million | 335 | 4 | $245,202 |
| Hanson & Doremus Investment Management |
|
$606.4 million | 503 | 7 | $1.2 million |
| Hutner Capital Management |
|
$190.1 million | 115 | 2 | $1.7 million |
| HWC Financial |
|
$40.1 million | 91 | 1 | $441,082 |
| Intrack Investment Management |
|
$207.3 million | 172 | 4 | $1.2 million |
| KDP Asset Management |
|
$441.8 million | 36 | 1 | $12.3 million |
| M.kraus & Company |
|
$448.1 million | 211 | 4 | $2.1 million |
| Manchester Capital Management |
|
$3.2 billion | 272 | 11 | $11.6 million |
| Maple Capital Management |
|
$1.4 billion | 1,076 | 12 | $1.3 million |
| Marble Trail Advisors |
|
$318.5 million | 267 | 5 | $1.2 million |
| Mascoma Wealth Management |
|
$421.8 million | 862 | 8 | $489,274 |
| Milne Financial Planning |
|
$76.1 million | 109 | 2 | $698,248 |
| MSA Financial |
|
$870.4 million | 1,267 | 8 | $686,983 |
| One Day In July |
|
$587.5 million | 870 | 12 | $675,230 |
| Pathway Financial Advisors |
|
$656.4 million | 195 | 6 | $3.4 million |
| Pochop Financial Management |
|
$27.8 million | 72 | 1 | $386,634 |
| Poulos Advisors |
|
$67.1 million | 98 | 2 | $684,574 |
| Prentiss Smith & Company |
|
$402.0 million | 343 | 5 | $1.2 million |
| Quantum Leap Capital |
|
$77.7 million | 130 | 2 | $597,356 |
| Rock Point Advisors |
|
$460.4 million | 248 | 3 | $1.9 million |
| Silverlake Wealth Management |
|
$420.7 million | 1,013 | 8 | $415,342 |
| Soaring Wealth |
|
$9.1 million | 10 | 1 | $906,357 |
| Stage 2 Planning Partners |
|
$76.9 million | 224 | 3 | $343,277 |
| Sterling Range Financial Management |
|
$49.9 million | 32 | 1 | $1.6 million |
| Stratton Capital Investment Advisory |
|
$31.6 million | 172 | 1 | $183,750 |
| Summit Investments |
|
$11.3 million | 34 | 1 | $331,938 |
| Summit Wealth Group |
|
$499.7 million | 430 | 8 | $1.2 million |
| T&E Fielding Corp |
|
$74.9 million | 308 | 2 | $243,217 |
| TRG Investment Advisors |
|
$740.6 million | 324 | 4 | $2.3 million |
| True North Financial Planning |
|
$2.9 million | 10 | 1 | $292,360 |
| Trust Advisory Group |
|
$499.7 million | 2,077 | 43 | $240,586 |
| Vanderbilt Advisory Services |
|
$966.5 million | 4,329 | 93 | $223,263 |
| Westview Investment Advisors |
|
$157.4 million | 142 | 3 | $1.1 million |
| Williams Financial |
|
$147.6 million | 244 | 3 | $604,813 |
More Top Firms by State
About the Editorial Team
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.