Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Mascoma Wealth Management financial advisors in Burlington, VT

Every SEC-registered investment adviser representative at a Mascoma Wealth Management office in Burlington, A to Z.

The short answer

4 registered advisors work at Mascoma Wealth Management in Burlington, out of 8 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Mascoma Wealth Management advisors in Burlington, A to Z

Every Mascoma Wealth Management advisor →

Mascoma Wealth Management advisors in every city and state →Mascoma Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Mascoma Wealth Management advisors in other cities

Hanover, NH 5

Other firms in Burlington

All Burlington advisors →

Wells Fargo Clearing Services, LLC 13Raymond James & Associates, Inc. 11Hanson & Doremus Investment Management 10Merrill Lynch, Pierce, Fenner & Smith Incorporated 10One Day In July LLC 8MML Investors Services, LLC 7LPL Financial LLC 5Raymond James Financial Services Advisors, Inc. 5Cetera Investment Advisers LLC 4Rock Point Advisors, LLC 4Td Private Client Wealth LLC 4World Investment Advisors, LLC 4

Questions

How many financial advisors does Mascoma Wealth Management have in Burlington?

4 investment adviser representatives are registered at Mascoma Wealth Management offices in Burlington, Vermont, according to the SEC's Investment Adviser Public Disclosure records, out of 8 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Mascoma Wealth Management one of the largest advisor employers in Burlington?

Mascoma Wealth Management ranks number 13 in Burlington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 13.

How do I check a Mascoma Wealth Management advisor in Burlington?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Mascoma Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.