Vermont · 3 advisers
Financial Advisors in Montpelier, Vermont
Looking for a financial advisor in Montpelier, Vermont? Falists indexes 3 SEC-registered and state-registered investment advisers in Montpelier — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $46.55B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$46.55B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Montpelier
Ranked by AUM · Fees, team & specialties at a glance
NLG CAPITAL LLC
Montpelier, VT
AUM
$46.55B
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
802-229-3773
ESI FINANCIAL ADVISORS
Montpelier, VT
AUM
$2.78B
Team
460 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
800-344-7437
MAPLE CAPITAL MANAGEMENT, INC.
Montpelier, VT
AUM
$2.58B
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM
802-229-2838
More cities in Vermont
Common questions
- How many financial advisors are in Montpelier, Vermont?
- 3 registered investment advisers are listed in our Montpelier directory, sourced from public SEC filings.
- What types of advisors are in Montpelier?
- 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 Montpelier?
- 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.