Written by investor.com
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Vermont.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 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!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| Antoine Williams & Associates Wealth Management |
|
$180.3 million | 310 | 1 | $581,645 |
| Barrell Investment Group |
|
$93.6 million | 295 | 2 | $317,169 |
| Bascomb Madison & James Capital Management |
|
$130.1 million | 11 | 1 | $11.8 million |
| Bay Colony Advisors |
|
$805.5 million | 1,606 | 22 | $501,582 |
| Berger Financial Group |
|
$1.5 billion | 2,217 | 25 | $654,774 |
| Broadlake Financial Management |
|
$319.1 million | 585 | 4 | $545,480 |
| Catamount Asset Management |
|
$97.5 million | 231 | 1 | $422,175 |
| Champlain Investment Partners |
|
$22.5 billion | 95 | 18 | $236.9 million |
| Clean Yield Asset Management |
|
$517.8 million | 241 | 4 | $2.1 million |
| Continuum Advisory |
|
$820.1 million | 2,619 | 34 | $313,132 |
| Copper Leaf Financial |
|
$143.9 million | 139 | 6 | $1.0 million |
| Cuna Brokerage Services |
|
$5.8 billion | 16,282 | 716 | $355,629 |
 Dempsey Investment Management
|
|
$96.5 million | 130 | 1 | $742,186 |
| Farrow Financial |
|
$207.0 million | 173 | 2 | $1.2 million |
| Fenwick Investments |
|
$12.2 million | 23 | 1 | $530,166 |
| Fisher Financial Advisors |
|
$187.4 million | 512 | 4 | $365,980 |
| Green View Advisors |
|
$23.5 million | 19 | 1 | $1.2 million |
| Hammond Iles Wealth Advisors |
|
$89.5 million | 295 | 3 | $303,468 |
| Hanson & Doremus Investment Management |
|
$638.9 million | 465 | 7 | $1.4 million |
| Hutner Capital Management |
|
$195.2 million | 105 | 2 | $1.9 million |
| HWC Financial |
|
$40.0 million | 90 | 1 | $444,777 |
| Intrack Investment Management |
|
$247.1 million | 161 | 4 | $1.5 million |
| KDP Asset Management |
|
$430.8 million | 37 | 1 | $11.6 million |
| M.kraus & Company |
|
$492.9 million | 210 | 4 | $2.3 million |
| Manchester Capital Management |
|
$3.7 billion | 271 | 10 | $13.7 million |
| Maple Capital Management |
|
$1.6 billion | 979 | 12 | $1.6 million |
| Marble Trail Advisors |
|
$358.5 million | 269 | 6 | $1.3 million |
| Mascoma Wealth Management |
|
$381.4 million | 730 | 8 | $522,432 |
| Milne Financial Planning |
|
$78.2 million | 110 | 2 | $711,253 |
| One Day In July |
|
$569.9 million | 658 | 9 | $866,164 |
| Pathway Financial Advisors |
|
$766.6 million | 242 | 7 | $3.2 million |
| Pochop Financial Management |
|
$29.2 million | 76 | 1 | $384,777 |
| Poulos Advisors |
|
$70.2 million | 95 | 2 | $738,858 |
| Prentiss Smith & Company |
|
$473.0 million | 434 | 5 | $1.1 million |
| Quantum Leap Capital |
|
$77.7 million | 130 | 2 | $597,356 |
| Rock Point Advisors |
|
$553.6 million | 231 | 3 | $2.4 million |
| Silverlake Wealth Management |
|
$448.0 million | 557 | 7 | $804,269 |
| Soaring Wealth |
|
$10.6 million | 9 | 1 | $1.2 million |
| Stage 2 Planning Partners |
|
$76.9 million | 224 | 3 | $343,277 |
| Sterling Range Financial Management |
|
$53.8 million | 107 | 1 | $502,620 |
| Stratton Capital Investment Advisory |
|
$7.4 million | 49 | 1 | $151,695 |
| Summit Investments |
|
$13.8 million | 33 | 1 | $416,909 |
| Summit Wealth Group |
|
$559.7 million | 429 | 8 | $1.3 million |
| The Patriot Financial Group |
|
$1.2 billion | 3,042 | 50 | $378,499 |
| TRG Investment Advisors |
|
$702.6 million | 257 | 4 | $2.7 million |
| True North Financial Planning |
|
$3.6 million | 11 | 1 | $324,289 |
| Trust Advisory Group |
|
$613.6 million | 2,076 | 49 | $295,558 |
| Vanderbilt Advisory Services |
|
$966.5 million | 4,329 | 93 | $223,263 |
| Vermont Pure Financial |
|
$0.0 | 150 | 1 | $0.0 |
| Westview Investment Advisors |
|
$180.7 million | 140 | 3 | $1.3 million |
| Williams Financial |
|
$154.3 million | 237 | 3 | $651,113 |
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, retirement planning, and more.