Falists

Vermont · 18 advisers

Financial Advisors in Burlington, Vermont

Looking for a financial advisor in Burlington, Vermont? Falists indexes 18 SEC-registered and state-registered investment advisers in Burlington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 16 firms list a website you can visit directly. Firms in this directory manage up to $10.18B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

18

With website

16

Largest AUM

$10.18B

Financial planning

8

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth11Planning8Trusts9Retirement6Institutional8

Top advisors in Burlington

Ranked by AUM · Fees, team & specialties at a glance

View all 18 →

More cities in Vermont

South Burlington (11)London (5)Edinburgh (3)Manchester Center (3)Montpelier (3)Shelburne (3)Toronto, Ontario (3)Manchester (2)Norwich (2)Williston (2)Zurich (2)Bennington (1)

Common questions

How many financial advisors are in Burlington, Vermont?
18 registered investment advisers are listed in our Burlington directory, sourced from public SEC filings.
What types of advisors are in Burlington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Burlington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.