Written by investor.com
No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.
But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Vermont in 2024.
Best Firms in Vermont
Click any column header to sort the table, or click any firm to see a detailed review.
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| American Investment Services |
|
$1.2 billion | 505 | 7 | $2.4 million |
| Astor Investment Management |
|
$324.8 million | 706 | 5 | $460,026 |
| Aviance Capital Partners |
|
$605.5 million | 321 | 7 | $1.9 million |
| Broadlake Financial Management |
|
$285.1 million | 497 | 4 | $573,695 |
| Brophy Wealth Management |
|
$364.4 million | 628 | 2 | $580,257 |
| Cape ANN Capital |
|
$166.9 million | 246 | 3 | $678,295 |
| Carlson Investments |
|
$656.6 million | 318 | 6 | $2.1 million |
| Carret Asset Management |
|
$3.0 billion | 2,474 | 11 | $1.2 million |
| Cincinnati Asset Management |
|
$2.3 billion | 6,437 | 8 | $361,202 |
| Clark Capital Management Group |
|
$21.9 billion | 27,604 | 24 | $794,629 |
| Clean Yield Asset Management |
|
$510.7 million | 257 | 3 | $2.0 million |
| Clinton Investment Management |
|
$1.7 billion | 716 | 6 | $2.4 million |
| Connecticut Wealth Management |
|
$2.1 billion | 1,269 | 44 | $1.7 million |
| Corrigan Financial |
|
$931.9 million | 1,091 | 11 | $854,186 |
| Curbstone Financial Management Corp |
|
$336.6 million | 253 | 6 | $1.3 million |
 Dash Investments
|
|
$341.6 million | 335 | 4 | $1.0 million |
| Delta Financial Group |
|
$996.3 million | 804 | 4 | $1.2 million |
| EP Wealth Advisors |
|
$17.1 billion | 11,485 | 176 | $1.5 million |
| Estabrook Capital Management |
|
$761.4 million | 828 | 6 | $919,525 |
| Evanson Asset Management |
|
$4.8 billion | 1,019 | 5 | $4.8 million |
| Fagan Associates |
|
$583.2 million | 1,702 | 2 | $342,675 |
| Familywealth Asset Management |
|
$198.3 million | 440 | 5 | $450,611 |
| Flexible Plan Investments |
|
$1.6 billion | 14,395 | 6 | $108,661 |
| Fourth Street Performance Partners |
|
$4.5 billion | 108 | 4 | $41.8 million |
| Frazier Financial Advisors |
|
$623.8 million | 527 | 8 | $1.2 million |
| Freedom Investment Management |
|
$1.4 billion | 12,756 | 13 | $112,275 |
| Frontier Asset Management |
|
$5.9 billion | 4,289 | 11 | $1.4 million |
| Genesis Wealth Advisors |
|
$177.0 million | 233 | 6 | $759,587 |
| Geowealth Management |
|
$7.5 billion | 43,987 | 14 | $171,555 |
| Gibson Capital |
|
$2.1 billion | 194 | 6 | $10.7 million |
| Glassman Wealth Services |
|
$1.8 billion | 362 | 11 | $5.0 million |
| Godsey & Gibb Wealth Management |
|
$1.2 billion | 764 | 8 | $1.5 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Grove Street Fiduciary |
|
$331.7 million | 234 | 2 | $1.4 million |
| Hanson & Doremus Investment Management |
|
$606.4 million | 503 | 7 | $1.2 million |
| Hudson Advisor Services |
|
$225.7 million | 301 | 3 | $749,941 |
| Hudson Valley Investment Advisors |
|
$1.1 billion | 1,167 | 10 | $963,439 |
| Investment Partners Asset Management |
|
$225.4 million | 227 | 5 | $992,895 |
| Jacobi Capital Management |
|
$1.4 billion | 2,336 | 23 | $611,197 |
| M. Kraus & Company |
|
$494.2 million | 221 | 4 | $2.2 million |
| Mainstay Capital Management |
|
$3.7 billion | 3,557 | 14 | $1.0 million |
| Marotta Wealth Management |
|
$524.8 million | 363 | 9 | $1.4 million |
| Matson Money |
|
$17.7 billion | 30,322 | 10 | $583,191 |
| Merit Financial Advisors |
|
$5.5 billion | 9,154 | 119 | $603,295 |
| Middleton & Company |
|
$895.2 million | 352 | 6 | $2.5 million |
| Montis Financial |
|
$621.0 million | 259 | 8 | $2.4 million |
| MSA Financial |
|
$1.0 billion | 1,279 | 8 | $784,123 |
| New England Capital Financial Advisors |
|
$528.8 million | 1,121 | 6 | $471,755 |
| Oak Financial Group |
|
$144.8 million | 145 | 2 | $998,963 |
| Orgel Wealth Management |
|
$6.3 billion | 3,762 | 26 | $1.7 million |
| Parallel Advisors |
|
$5.7 billion | 3,525 | 43 | $1.6 million |
| Park Piedmont Advisors |
|
$797.8 million | 536 | 6 | $1.5 million |
| Parsons Capital Management |
|
$1.7 billion | 713 | 13 | $2.4 million |
| Pathway Financial Advisors |
|
$656.4 million | 195 | 6 | $3.4 million |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 64 | $1.4 million |
| Pinney & Scofield |
|
$576.3 million | 283 | 3 | $2.0 million |
| Portland Global Advisors |
|
$757.1 million | 259 | 8 | $2.9 million |
| Prentiss Smith & Company |
|
$402.0 million | 343 | 5 | $1.2 million |
| Rebalance |
|
$1.1 billion | 709 | 7 | $1.6 million |
| Richmond Capital Management |
|
$5.4 billion | 199 | 13 | $27.0 million |
| Rockbridge Investment Management |
|
$1.3 billion | 1,510 | 11 | $836,363 |
| Sage Advisory Services CO |
|
$15.3 billion | 4,888 | 38 | $3.1 million |
| Shufro, Rose & Co |
|
$1.8 billion | 1,344 | 9 | $1.3 million |
| Sigfig Wealth Management |
|
$2.1 billion | 60,484 | 5 | $34,644 |
| SKY Investment Group |
|
$682.6 million | 367 | 8 | $1.9 million |
| Slavic Mutual Funds Management Corp |
|
$4.1 billion | 879 | 13 | $4.7 million |
| Stadion Money Management |
|
$2.3 billion | 50,984 | 15 | $45,756 |
| Steigerwald, Gordon & Koch - Wealth Advisors |
|
$915.8 million | 627 | 7 | $1.5 million |
| Suncoast Equity Management |
|
$840.6 million | 753 | 11 | $1.1 million |
| Symmetry Partners |
|
$6.5 billion | 12,118 | 20 | $537,290 |
| Tandem Investment Advisors |
|
$3.2 billion | 9,844 | 8 | $325,758 |
| TCI Wealth Advisors |
|
$3.4 billion | 2,698 | 30 | $1.3 million |
| TFC Financial Management |
|
$1.4 billion | 394 | 8 | $3.5 million |
| The Financial Advisors |
|
$850.0 million | 749 | 7 | $1.1 million |
| TOM Johnson Investment Management |
|
$1.5 billion | 5,573 | 6 | $272,640 |
| Wealthcare Capital Management |
|
$2.6 billion | 5,064 | 38 | $514,028 |
| Wingate Wealth Advisors |
|
$1.1 billion | 642 | 14 | $1.7 million |
| Wrapmanager |
|
$340.1 million | 268 | 6 | $1.3 million |
| Zevin Asset Management |
|
$671.5 million | 385 | 3 | $1.7 million |
Find a financial advisor in Vermont
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More Top Firms by State
Methodology
Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Vermont 2024.
Firm has:
- Jurisdiction in Vermont
- SEC registration
- No reported conflicts of interest*
- No reported disciplinary history
- At least 10 years in business
- Total clients: 100+
- Total assets under management (AUM): $100 million+
*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.
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 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.