Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Rutland, VT

Every SEC-registered investment adviser representative at a firm office in Rutland, with the firms that employ the most of them.

35 registered advisors work in Rutland; the most are at UBS Financial Services Inc. (8). 4 list the CFP designation and 32 are also registered broker representatives.

Firms with the most advisors in Rutland

FirmAdvisors in Rutland
UBS Financial Services Inc. news8
Edward Jones news7
Morgan Stanley news6
LPL Financial LLC news3
Commonwealth Financial Network news2
Greenhill Financial Partners2
Stifel, Nicolaus & Company, Incorporated news2
Wells Fargo Clearing Services, LLC news2
Equity Services, Inc.1
Global Assets Advisory, LLC1
State Farm Investment Management Corp.1

Advisors in Rutland, A to Z

CFP advisors in Rutland →

Other cities in Vermont

All of Vermont →

Colchester 119Burlington 105South Burlington 74Montpelier 48Williston 31Barre 25Brattleboro 17Middlebury 15Shelburne 14Manchester Center 13Stowe 13Essex Junction 11Bennington 10Norwich 10Manchester 8Dorset 7Saint Johnsbury 6Lyndonville 5St Johnsbury 5St. Johnsbury 5White River Junction 5Woodstock 5

Questions

How many financial advisors are in Rutland, VT?

35 investment adviser representatives are registered at firm offices in Rutland, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 32 of them are also registered as broker representatives, and 4 list the CFP designation.

Which firm has the most financial advisors in Rutland?

UBS Financial Services Inc., with 8 registered advisors in Rutland, followed by Edward Jones with 7.

How do I check a financial advisor in Rutland?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.