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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vermont

Every SEC-registered investment adviser representative in Vermont, by the city of the firm office they work from.

725 registered advisors work in Vermont, across 88 cities; the most are in Colchester (119).

Cities in Vermont

CFP advisors in Vermont →

Colchester 119Burlington 105South Burlington 74Montpelier 48Rutland 35Williston 31Barre 25Brattleboro 17Middlebury 15Shelburne 14Manchester Center 13Stowe 13Essex Junction 11Bennington 10Norwich 10Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5White River Junction 5Woodstock 5Derby 4Morrisville 4Newport 4S Burlington 4Wilmington 4Brandon 3Bristol 3Chester 3East Dorset 3Killington 3Manchester Village 3Marlboro 3North Bennington 3Randolph 3St Albans City 3Vergennes 3

52 smaller places with one or two advisors are in the advisor search.

Firms based in Vermont: largest RIAs in Vermont. Source: the SEC's Investment Adviser Public Disclosure daily file; broker-only representatives aren't included.

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