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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in South Burlington, VT

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

The short answer

74 registered advisors work in South Burlington; the most are at LPL Financial LLC (13). 22 list the CFP designation and 47 are also registered broker representatives.

Firms with the most advisors in South Burlington

FirmAdvisors in South Burlington
LPL Financial LLC news13
Ameriprise Financial Services, LLC news6
UBS Financial Services Inc. news5
Edward Jones news4
Intrack Investment Management, Inc.4
Kestra Advisory Services, LLC news4
Pathway Financial Advisors, LLC4
Broadlake Financial Management3
Charles Schwab & Co., Inc. news3
Commonwealth Financial Network news3
Emg3
Quantum Leap Capital, LLC3
Eagle Strategies LLC2
Poulos Advisors, Inc.2
Prospera Financial Services, Inc.2
Advisory Services Network1
Amor Fati Financial Services LLC1
Berger Financial Group1
Cambridge Investment Research Advisors, Inc. news1
Elevatus Wealth Management, LLC1
Farrow Financial Inc.1
Focus Partners Wealth, LLC1
J.P. Morgan Securities LLC news1
Key Investment Services LLC1
Pochop Financial Management, Inc.1

Advisors in South Burlington, A to Z

CFP advisors in South Burlington →

Other cities in Vermont

All of Vermont →

Colchester 119Burlington 105Montpelier 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 5

Questions

How many financial advisors are in South Burlington, VT?

74 investment adviser representatives are registered at firm offices in South Burlington, Vermont, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 22 list the CFP designation.

Which firm has the most financial advisors in South Burlington?

LPL Financial LLC, with 13 registered advisors in South Burlington, followed by Ameriprise Financial Services, LLC with 6.

How do I check a financial advisor in South Burlington?

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.