Vermont · 57 firms
Financial Planners in Vermont
Advisers offering comprehensive financial planning services. Browse 57 advisers in Vermont matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in Vermont
AUM
$26.68B
Team
73 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-777-4015
Team
8 advisors
Clients
0
Fees
Hourly charges; Fixed fees
831-333-2060
MASECO PRIVATE WEALTH
London, VT
AUM
$4.96B
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM
+44 20 7043 0455
MANCHESTER CAPITAL MANAGEMENT LLC
Manchester, VT
AUM
$2.83B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
802-362-4410
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
AUM
$2.05B
Team
24 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
707-758-0171
RAYMOND JAMES (USA) LTD
Vancouver, VT
AUM
$1.99B
Team
145 advisors
Clients
11-25
Fees
Percentage of AUM
877-570-7558
LGT WEALTH MANAGEMENT US LIMITED
London, VT
AUM
$1.80B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
+44 203 207 8000
PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, VT
AUM
$1.65B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
802-660-7086
ONE DAY IN JULY LLC
Burlington, VT
AUM
$1.36B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(802) 503-8280
BMO NESBITT BURNS SECURITIES LTD.
Toronto, Ontario, VT
AUM
$1.20B
Team
216 advisors
Clients
11-25
Fees
Percentage of AUM
416-624-5509
HANSON & DOREMUS INVESTMENT MANAGEMENT
Burlington, VT
AUM
$1.06B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-658-2668
SILVERLAKE WEALTH MANAGEMENT LLC
Williston, VT
AUM
$849.1M
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(802) 857-5083
ROCK POINT ADVISORS, LLC
Burlington, VT
AUM
$655.7M
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM
802-864-2266
AUM
$612.2M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
917-660-0980
MARBLE TRAIL ADVISORS
Middlebury, VT
AUM
$582.7M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
802-388-6300
BROADLAKE FINANCIAL MANAGEMENT
South Burlington, VT
AUM
$409.6M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
802-863-4463
ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLC
Shelburne, VT
AUM
$294.9M
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-985-8808
OTTO & ASSOCIATES, INC.
Norwich, VT
AUM
$286.6M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
802-649-1946
FARROW FINANCIAL INC
South Burlington, VT
AUM
$280.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-728-4287
AUM
$277.4M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
646-438-6557
INTRACK INVESTMENT MANAGEMENT, INC.
South Burlington, VT
AUM
$275.7M
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
802-658-0625
WESTVIEW INVESTMENT ADVISORS
Burlington, VT
AUM
$228.6M
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
802-489-5342
107 total advisers in Vermont. Browse all Vermont advisors