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Best Financial Advisors near Shelburne, Vermont


To help Americans find the best financial advisors in Shelburne, Vermont, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Shelburne, Vermont.


1. Hanson & Doremus Investment Management
   (802) 658-2668
431 Pine Street, Suite 302. Burlington, VT

Hanson & Doremus Investment Management, registered in 1998, manages $511.9 million for 467 clients.

2. Pathway Financial Advisors
   (802) 660-7086
2 Market Street South Burlington, VT

Pathway Financial Advisors, registered in 2005, manages $625.7 million for 203 clients.

3. Prentiss Smith & Company
   (802) 254-2913
110 Main Street, Burlington, Vermont

Prentiss Smith & Company, registered in 1982, manages $420.5 million for 572 clients.

4. Broadlake Financial Management
   (802) 863-4463
99 Swift Street, Suite 305. South Burlington, VT

Broadlake Financial Management, registered in 1989, manages $260.3 million for 527 clients.

5. Rock Point Advisors
   (802) 864-2266
77 College Street, 4th Floor Burlington, VT

Rock Point Advisors, registered in 2004, manages $391.3 million for 233 clients.

6. Bascomb Madison & James Capital Management
   (802) 879-3766
265 Aviation Avenue, Suite 200. South Burlington, VT

Bascomb Madison & James Capital Management, registered in 2012, manages $159.7 million for 6 clients.

7. M.kraus & Company
   (802) 985-2620
4076 Shelburne Road, Building A, Suite 7-c. Shelburne, VT

M.kraus & Company, registered in 1996, manages $346.7 million for 179 clients.

8. Belpointe Asset Management
   (802) 497-0781
1037 Hinesburg Road, South Burlington, Vermont

Belpointe Asset Management, registered in 2008, manages $1.7 billion for 5,003 clients.

9. Charles Schwab Investment Advisory
   (415) 667-1910
112 Lake Street, Burlington, Vermont

Charles Schwab Investment Advisory, registered in 2009, manages $90.0 billion for 504,702 clients.

10. Intrack Investment Management
   (802) 658-0625
1233 Shelburne Road, Suite D-6B. South Burlington, VT

Intrack Investment Management, registered in 2014, manages $180.9 million for 197 clients.

11. Hammond Iles Wealth Advisors
   (802) 489-5310
110 Kimball Avenue Suite 118, South Burlington, Vermont

Hammond Iles Wealth Advisors, registered in 2005, manages $72.8 million for 288 clients.

12. Silverlake Wealth Management
   (802) 857-5083
33 Blair Park Road, Suite 100. Williston, VT

Silverlake Wealth Management, registered in 2015, manages $168.9 million for 229 clients.

13. Hutner Capital Management
   (802) 366-8157
One Lawson Lane Suite 350, Burlington, Vermont

Hutner Capital Management, registered in 2014, manages $166.8 million for 97 clients.

14. Summit Wealth Group
   (802) 295-5300
33 Blair Park Road Suite 201, Williston, Vermont

Summit Wealth Group, registered in 2015, manages $381.8 million for 286 clients.

15. One Day In July
   (802) 881-9020
77 College ST. #3A Burlington, VT

One Day In July, registered in 2018, manages $294.2 million for 368 clients.

16. E2I Advisors
   (802) 222-6177
131 Church Street Suite 301, Burlington, Vermont

E2I Advisors, registered in 2017, manages $223.8 million for 190 clients.

17. People's United Advisors
   (802) 658-4000
2 Burlington Square, Burlington, Vermont

People's United Advisors, registered in 2018, manages $9.1 billion for 3,777 clients.

18. Kestra Advisory Services
   (844) 553-7872
620 Hinesburg Rd. Suite 200, South Burlington, Vermont

Kestra Advisory Services, registered in 1998, manages $29.0 billion for 68,566 clients.

19. Kestra Advisory Services
   (844) 553-7872
Multiple Locations

Kestra Advisory Services, registered in 1998, manages $29.0 billion for 68,566 clients.



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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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RegentAtlantic
   (973) 425-8420

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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Harpswell Capital Advisors
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Harpswell Capital Advisors, registered in 2017, manages $178.9 million for 31 clients.

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Mercer Global Advisors
   (888) 565-1681

Mercer Global Advisors, registered in 2008, manages $15.8 billion for 10,134 clients.

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Top Cities for Vermont


BTV, Vermont Colchester, Vermont Essex Junction, Vermont Essex, Vermont S BTV, Vermont SMC, Vermont Shelburne, Vermont UVM, Vermont Williston, Vermont Winooski, Vermont

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