ChooseAFinancialAdvisor.com
All states / Vermont

Financial advisors in Burlington, VT

Looking for a financial advisor in Burlington, VT? We list 120 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

120Advisors with offices here
14Median years of experience
59%At fee-only firms
26Firms represented

Largest firms here: Wells Fargo Advisors (14), Merrill Lynch, Pierce, Fenner & Smith Incorporated (13), Raymond James & Associates, Inc. (12).

Nearby: South Burlington, Williston, Winooski, Colchester, Essex, Shelburne, Essex Junction, Jericho.

Filter and map these advisors

Wells Fargo Advisors
44yrs
William Shaw Wick
Financial advisor
180 Battery ST STE 300
Burlington, VT 05401
Top advisor for experience in Burlington
Fiduciary
Call Directions
Wells Fargo Advisors
41yrs
Robert David Guthrie
Financial advisor
180 Battery ST STE 300
Burlington, VT 05401
Top 2% for experience in Burlington
Fiduciary
Call Directions
Cetera Investment Advisers
40yrs
Daniel John Reagan
Financial advisor
171 Battery Street Suite 1
Burlington, VT 05401
Top 2% for experience in Burlington
ChFCFiduciaryFee-only firm
Call Directions
Raymond James & Associates
39yrs
Richard Jouret Kowalski
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 3% for experience in Burlington
Fiduciary
Call Directions
Raymond James & Associates
37yrs
Hans Oshiorenoyai Asoera
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 4% for experience in Burlington
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
36yrs
George S Simone
Financial advisor
60 Lake ST
Burlington, VT 05401
Top 6% for experience in Burlington
Fiduciary
Call Directions
Hanson & Doremus Investment Management
34yrs
Anne Williams Doremus
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05402
Top advisor for experience at Hanson & Doremus Investment Management
CFAFiduciaryFee-only firm
Call Directions
Raymond James & Associates
33yrs
Theresa A Swett
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 8% for experience in Burlington
Fiduciary
Call Directions
Raymond James & Associates
32yrs
George Donald Ewins Jr
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 9% for experience in Burlington
Fiduciary
Call Directions
Wells Fargo Advisors
32yrs
Raymond Edward Murphy
Financial advisor
180 Battery ST STE 300
Burlington, VT 05401
Top 10% for experience in Burlington
Fiduciary
Call Directions
Equitable Advisors
31yrs
Charles Nelson Dinklage
Financial advisor
126 College Street Suite 350
Burlington, VT 05401
Top 12% for experience in Burlington
FiduciaryFee-only firm
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
31yrs
Kevin PATRICK McDermott
Financial advisor
60 Lake ST
Burlington, VT 05401
Top 12% for experience in Burlington
Fiduciary
Call Directions
Raymond James & Associates
31yrs
Brenda Claire Kelley
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 13% for experience in Burlington
Fiduciary
Call Directions
LPL Financial
30yrs
Brian E Wooten
Financial advisor
346 Shelburne RD STE 401
Burlington, VT 05401
Top 14% for experience in Burlington
CFP®FiduciaryFee-only firm
Call Directions
Rock Point Advisors
30yrs
Todd Alan Wulfson
Financial advisor
77 College Street, 4th Floor
Burlington, VT 05401
Top 15% for experience in Burlington
CFAFiduciaryFee-only firm
Call Directions
Wells Fargo Advisors
29yrs
Debra Ann Rogers
Financial advisor
180 Battery ST STE 300
Burlington, VT 05401
Top 16% for experience in Burlington
Fiduciary
Call Directions
Rock Point Advisors
29yrs
Michael Leighton Huffman
Financial advisor
77 College Street, 4th Floor
Burlington, VT 05401
Top 17% for experience in Burlington
CFAFee-only firm
Call Directions
Raymond James Financial Services Advisors
28yrs
Brigette Louise White
Financial advisor
346 Shelburne Road Suite 501
Burlington, VT 05402
Top 18% for experience in Burlington
CFP®Fiduciary
Call Directions
Cetera Investment Advisers
28yrs
Jeffrey G Kinneston
Financial advisor
171 Battery Street Suite 1
Burlington, VT 05401
Top 20% for experience in Burlington
ChFCFee-only firm
Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read