Best Financial Advisor Firms Vermont 2024

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Written by investor.com

March 31, 2023

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 5/5 Stars $1.2 billion 499 7 $2.5 million
Apella Wealth 5/5 Stars $3.3 billion 3,300 40 $1.0 million
Armbruster Capital Management 5/5 Stars $742.5 million 393 8 $1.9 million
Assembly Wealth 5/5 Stars $369.0 million 255 6 $1.4 million
Berkshire Money Management 5/5 Stars $903.8 million 821 9 $1.1 million
Broadlake Financial Management 5/5 Stars $322.5 million 483 4 $667,723
Cape ANN Capital 5/5 Stars $187.0 million 256 3 $730,440
Carret Asset Management 5/5 Stars $3.1 billion 2,525 11 $1.2 million
Charter Oak Capital Management 5/5 Stars $1.1 billion 1,256 13 $883,531
Cincinnati Asset Management 5/5 Stars $2.4 billion 6,312 8 $378,975
Clark Capital Management Group 5/5 Stars $25.9 billion 30,934 24 $838,262
Clean Yield Asset Management 5/5 Stars $510.7 million 257 3 $2.0 million
Connecticut Wealth Management 5/5 Stars $3.2 billion 1,388 40 $2.3 million
Curbstone Financial Management Corp 5/5 Stars $336.6 million 253 6 $1.3 million
Estabrook Capital Management 5/5 Stars $863.7 million 794 5 $1.1 million
Evanson Asset Management 5/5 Stars $4.8 billion 1,019 5 $4.8 million
Fairview Capital 5/5 Stars $1.8 billion 220 1 $8.0 million
Familywealth Asset Management 5/5 Stars $175.1 million 412 4 $424,887
Flexible Plan Investments 5/5 Stars $1.4 billion 11,773 6 $120,660
Freedom Investment Management 5/5 Stars $2.0 billion 9,859 17 $204,068
Frontier Asset Management 5/5 Stars $5.7 billion 3,671 14 $1.6 million
George Mckelvey Co 5/5 Stars $1.0 billion 691 9 $1.5 million
Gibson Capital 5/5 Stars $2.4 billion 202 6 $12.0 million
Godsey & Gibb Wealth Management 5/5 Stars $1.3 billion 799 9 $1.6 million
Grimes & Company 5/5 Stars $4.9 billion 3,599 30 $1.3 million
Grove Street Fiduciary 5/5 Stars $331.7 million 234 2 $1.4 million
Hanson & Doremus Investment Management 5/5 Stars $736.7 million 546 11 $1.3 million
Hudock Capital Group 5/5 Stars $747.2 million 855 9 $873,953
Hudson Advisor Services 5/5 Stars $255.7 million 279 3 $916,560
Hudson Valley Investment Advisors 5/5 Stars $1.4 billion 1,285 12 $1.1 million
Intrack Investment Management 5/5 Stars $264.2 million 186 3 $1.4 million
Investment Partners Asset Management 5/5 Stars $225.4 million 227 5 $992,895
J.W.burns & Company 5/5 Stars $801.9 million 585 5 $1.4 million
John G. Ullman & Associates 5/5 Stars $1.3 billion 1,009 19 $1.3 million
M. Kraus & Company 5/5 Stars $494.2 million 221 4 $2.2 million
Mainstay Capital Management 5/5 Stars $3.9 billion 3,557 14 $1.1 million
Matson Money 5/5 Stars $19.6 billion 30,605 9 $641,967
Middleton & Company 5/5 Stars $1.0 billion 352 6 $3.0 million
New England Capital Financial Advisors 5/5 Stars $528.8 million 1,121 6 $471,755
Oak Financial Group 5/5 Stars $141.1 million 139 2 $1.0 million
Parallel Advisors 5/5 Stars $7.1 billion 3,658 63 $1.9 million
Park Piedmont Advisors 5/5 Stars $862.0 million 536 7 $1.6 million
Parsons Capital Management 5/5 Stars $1.9 billion 737 13 $2.6 million
Pathway Financial Advisors 5/5 Stars $783.0 million 200 5 $3.9 million
Polaris Greystone Financial Group 5/5 Stars $2.0 billion 1,689 29 $1.2 million
Portland Global Advisors 5/5 Stars $894.6 million 258 9 $3.5 million
Prentiss Smith & Company 5/5 Stars $439.1 million 655 6 $670,329
RegentAtlantic 5/5 Stars $4.9 billion 1,851 34 $2.6 million
RMC Investment Advisors 5/5 Stars $950.8 million 390 7 $2.4 million
Rockbridge Investment Management 5/5 Stars $1.5 billion 1,568 12 $947,186
Sage Advisory Services CO 5/5 Stars $22.7 billion 8,128 38 $2.8 million
Shufro, Rose & Co 5/5 Stars $2.0 billion 1,269 9 $1.6 million
Sigfig Wealth Management 5/5 Stars $2.8 billion 79,642 4 $35,120
SKY Investment Group 5/5 Stars $765.3 million 371 8 $2.1 million
Slavic Mutual Funds Management Corp 5/5 Stars $5.6 billion 1,098 13 $5.1 million
Stadion Money Management 5/5 Stars $2.3 billion 50,984 15 $45,756
Strategic Family Wealth Counselors 5/5 Stars $1.2 billion 315 3 $3.7 million
Symmetry Partners 5/5 Stars $5.9 billion 11,453 15 $513,352
TCI Wealth Advisors 5/5 Stars $4.1 billion 2,925 27 $1.4 million
TFC Financial Management 5/5 Stars $1.4 billion 394 8 $3.5 million
The Financial Advisors 5/5 Stars $981.1 million 728 7 $1.3 million
TOM Johnson Investment Management 5/5 Stars $1.5 billion 5,627 6 $267,561
Washington Trust Advisors 5/5 Stars $1.9 billion 574 9 $3.3 million
Wealthcare Capital Management 5/5 Stars $2.6 billion 4,611 34 $559,518
Wedgewood Partners 5/5 Stars $464.6 million 387 4 $1.2 million
Wingate Wealth Advisors 5/5 Stars $1.2 billion 617 16 $2.0 million
Worthpointe 5/5 Stars $757.7 million 507 10 $1.5 million
Zevin Asset Management 5/5 Stars $787.8 million 420 4 $1.9 million
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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
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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