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Financial advisors in Vermont

Looking for a financial advisor in Vermont? We list 739 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.

Tap a dot to open that city. Bigger dots mean more advisors.

Filter these advisorsCFP® professionals in Vermont

Cities

Colchester 136Burlington 120South Burlington 79Montpelier 58Rutland 36Williston 32Barre 23Saint Johnsbury 17Brattleboro 16Manchester Center 16Middlebury 13Shelburne 13Stowe 12Essex Junction 10Norwich 9Bennington 8Manchester 8Dorset 7Lyndonville 5Morrisville 5White River Junction 5North Bennington 4S Burlington 4Springfield 4Wilmington 4Brandon 3Bristol 3Chester 3East Dorset 3Georgia 3Killington 3Manchester Village 3Marlboro 3Newport 3Quechee 3St Albans City 3Vergennes 3Waitsfield 3Waterbury 3Derby 2Hinesburg 2Middlesex 2Randolph 2Stamford 2Wells 2Winooski 2Wolcott 2Woodstock 2Saint Albans 2Bellows Falls 1Bradford 1Center Rutland 1Charlotte 1Corinth 1Cornwall 1Danville 1East Burke 1Essex 1Fair Haven 1Ferrisburgh 1Franklin 1Hyde Park 1Jericho 1Leicester 1Londonderry 1Ludlow 1Morgan 1N Ferrisburgh 1North Chittenden 1Northfield 1Orleans 1Orwell 1Pittsford 1Rupert 1So Burlington 1South Hero 1South Royalton 1Stratton 1Swanton 1Townshend 1Waterford 1Weston 1

Most experienced advisors

Wells Fargo Advisors
47yrs
William Douglas Bruner
Financial advisor
Hyde Park, VT
Top advisor for experience in Vermont
Top advisor for experience in VermontFiduciary
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ESI Financial Advisors
46yrs
Neil Howard Resnik
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top advisor for experience at ESI Financial Advisors
Top advisor for experience at ESI Financial AdvisorsPlanningInvesting
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ESI Financial Advisors
46yrs
Brian Paul Branda
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 1% for experience at ESI Financial Advisors
CFP®ChFC
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Morgan Stanley
46yrs
Hank Elitzer
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top advisor for experience in Colchester
Top advisor for experience in ColchesterFiduciary
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LPL Financial
46yrs
Stephen A Riggs
Financial advisor
Georgia, VT
Top 1% for experience at LPL Financial
FiduciaryFee-only firm
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Stifel, Nicolaus &
45yrs
Deborah Ann Williams
Financial advisor
177 Western Avenue
St. Johnsbury, VT 05819
Top advisor for experience in St. Johnsbury
Top advisor for experience in St. JohnsburyFiduciary
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ESI Financial Advisors
45yrs
Gary Tucker Goss
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 1% for experience in Vermont
ChFCFiduciary
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ESI Financial Advisors
45yrs
Michael Allen Goss
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 1% for experience in Vermont
Fiduciary
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Cambridge Investment Research Advisors
44yrs
Thomas Francis Kazak
Financial advisor
South Burlington, VT
Top advisor for experience in South Burlington
Top advisor for experience in South BurlingtonFiduciary
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ESI Financial Advisors
44yrs
Whitley Parks Mott
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 1% for experience in Vermont
ChFCFiduciary
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Silverlake Wealth Management
44yrs
Theodore Martin Riehle III
Financial advisor
33 Blair Park Road Suite 100
Williston, VT 05495
Top advisor for experience in Williston
Top advisor for experience in WillistonFiduciaryFee-only firm
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Wells Fargo Advisors
44yrs
William Shaw Wick
Financial advisor
180 Battery ST STE 300
Burlington, VT 05401
Top advisor for experience in Burlington
Top advisor for experience in BurlingtonFiduciary
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Morgan Stanley
44yrs
Joseph Neal Kelley
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 1% for experience in Colchester
Fiduciary
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Silverlake Wealth Management
44yrs
Richard Joseph Briand Jr
Financial advisor
33 Blair Park Road Suite 100
Williston, VT 05495
Top 1% for experience nationwide
FiduciaryFee-only firm
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Morgan Stanley
44yrs
Argie Economou
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 1% for experience nationwide
Fiduciary
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Morgan Stanley
43yrs
Lucinda Mary Bain
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 1% for experience nationwide
Fiduciary
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UBS Financial Services
43yrs
Timothy W. W O'Brien
Financial advisor
38 Eastwood Drive Suite 400
South Burlington, VT 05403
Top 1% for experience nationwide
Fiduciary
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ESI Financial Advisors
43yrs
Richard Frank Frontera
Financial advisor
354 Mountain View Dr. Suite 200
Colchester, VT 05446
Top 2% for experience at ESI Financial Advisors
ChFC
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Stifel, Nicolaus &
43yrs
William Leo Hadden III
Financial advisor
647 Depot Street
Manchester Center, VT 05255
Top advisor for experience in Manchester Center
Top advisor for experience in Manchester CenterFiduciary
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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