Fiduciary advisors in Vermont

31registered advisers
28fee-only verified

Vermont's 31 SEC-registered fiduciary advisors serve a small, predominantly rural state where personal relationships still drive most advisory referrals. Fee-only firms number 28. Burlington is the primary advisory center, and many clients are small business owners, land-rich farmers, or second-home owners with primary residences in New York or Boston.

Cities

Bennington1Brattleboro2Burlington8Essex Junction1Manchester2Middlebury1Montpelier3North Bennington1Norwich2Shelburne2South Burlington6Williston2

Top advisors

44 NORTH CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #327552
Typical Fee--
AUM$114M
Minimum--
Clients402

ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Shelburne, VermontCRD #312253
Typical Fee--
AUM$295M
Minimum--
Clients970

BENNINGTON FINANCIAL PLANNING GROUP

Clean RecordAlso Compensated via Brokerage
Bennington, VermontCRD #116302
Typical Fee--
AUM$224M
Minimum--
Clients690

BIRCHVIEW CAPITAL, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #170534
Typical Fee--
AUM$183M
Minimum--
Clients16

BROADLAKE FINANCIAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #105057
Typical Fee--
AUM$369M
Minimum--
Clients1,157

CHAMPLAIN INVESTMENT PARTNERS, LLC

Clean RecordAlso Compensated via Brokerage
Burlington, VermontCRD #132474
Typical Fee--
AUM$10.2B
Minimum--
Clients88

CLEAN YIELD ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwich, VermontCRD #104826
Typical Fee--
AUM$539M
Minimum--
Clients645

COPPER LEAF FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williston, VermontCRD #285378
Typical Fee--
AUM$220M
Minimum--
Clients552

DWV ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Essex Junction, VermontCRD #154148
Typical Fee--
AUM$157M
Minimum--
Clients55

ESI FINANCIAL ADVISORS

Also Compensated via Brokerage
Montpelier, VermontCRD #265
Typical Fee0.45%
AUM$2.5B
Minimum--
Clients12,116

FARROW FINANCIAL INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #110526
Typical Fee--
AUM$280M
Minimum--
Clients573

HANSON & DOREMUS INVESTMENT MANAGEMENT

Fee-Only, No ConflictsClean Record
Burlington, VermontCRD #108045
Typical Fee--
AUM$1.1B
Minimum--
Clients1,557

HUTNER CAPITAL MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, VermontCRD #107896
Typical Fee--
AUM$271M
Minimum--
Clients120

INTRACK INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #106450
Typical Fee--
AUM$286M
Minimum--
Clients572

M. KRAUS & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Shelburne, VermontCRD #106749
Typical Fee1.00%
AUM$524M
Minimum--
Clients486

MANCHESTER CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, VermontCRD #110003
Typical Fee--
AUM$3.5B
Minimum--
Clients1,664

MAPLE CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Montpelier, VermontCRD #130209
Typical Fee--
AUM$2.2B
Minimum--
Clients3,069

MARBLE TRAIL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Middlebury, VermontCRD #154744
Typical Fee--
AUM$583M
Minimum--
Clients1,446

NLG CAPITAL, INC.

Fee-Only, No ConflictsClean Record
Montpelier, VermontCRD #109396
Typical Fee--
AUM$45.3B
Minimum--
Clients9

ONE DAY IN JULY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #284335
Typical Fee--
AUM$1.4B
Minimum--
Clients4,011

OTTO & ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Norwich, VermontCRD #109493
Typical Fee--
AUM$250M
Minimum--
Clients605

PATHWAY FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #124801
Typical Fee--
AUM$895M
Minimum--
Clients955

POULOS ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #141905
Typical Fee--
AUM$150M
Minimum--
Clients319

PRENTISS SMITH & COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brattleboro, VermontCRD #110928
Typical Fee--
AUM$437M
Minimum--
Clients638

QUANTUM LEAP CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Burlington, VermontCRD #165310
Typical Fee--
AUM$114M
Minimum--
Clients609

ROCK POINT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #130825
Typical Fee1.20%
AUM$560M
Minimum--
Clients474

SILVERLAKE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williston, VermontCRD #165525
Typical Fee--
AUM$573M
Minimum--
Clients1,892

TEUCRIUM INVESTMENT ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Burlington, VermontCRD #318799
Typical Fee--
AUM$495M
Minimum--
Clients7

TRG INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brattleboro, VermontCRD #315629
Typical Fee--
AUM$1.1B
Minimum--
Clients534

WESTVIEW INVESTMENT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Burlington, VermontCRD #305655
Typical Fee--
AUM$229M
Minimum--
Clients476

WILLIAMS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
North Bennington, VermontCRD #137038
Typical Fee--
AUM$191M
Minimum--
Clients803
Fiduciary Financial Advisors in Vermont | FiduciaryListings