Vermont · 3 advisers
Financial Advisors in Shelburne, Vermont
Looking for a financial advisor in Shelburne, Vermont? Falists indexes 3 SEC-registered and state-registered investment advisers in Shelburne — 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 $559.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$559.3M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Shelburne
Ranked by AUM · Fees, team & specialties at a glance
M. KRAUS & COMPANY
Shelburne, VT
AUM
$559.3M
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
802-985-2620
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
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Common questions
- How many financial advisors are in Shelburne, Vermont?
- 3 registered investment advisers are listed in our Shelburne directory, sourced from public SEC filings.
- What types of advisors are in Shelburne?
- 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 Shelburne?
- 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.