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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

M. Kraus & Company
43yrs
Aileen Kraus
Financial advisor
4076 Shelburne Road Building A, Suite 7-C
Shelburne, VT 05482
Top advisor by experience in Shelburne
CFAFiduciary
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Morgan Stanley
43yrs
Brian Pelkey
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 2% by experience nationwide
Fiduciary
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Morgan Stanley
43yrs
Jonathan Barnes
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 2% by experience nationwide
Fiduciary
Call Directions
UBS Financial Services
42yrs
Peter Kelley
Financial advisor
67 Merchants Row Suite 102
Rutland, VT 05701
Top advisor by experience in Rutland
Fiduciary
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Bay Colony Advisors
42yrs
Carmel Furtado
Financial advisor
Dorset, VT
Top advisor by experience in Dorset
Fiduciary
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UBS Financial Services
42yrs
John Hamilton
Financial advisor
67 Merchants Row Suite 102
Rutland, VT 05701
Top 2% by experience nationwide
Fiduciary
Call Directions
UBS Financial Services
42yrs
John Polanshek
Financial advisor
38 Eastwood Drive Suite 400
South Burlington, VT 05403
Top 3% by experience nationwide
Fiduciary
Call Directions
Wells Fargo Advisors
41yrs
Robert Guthrie
Financial advisor
180 Battery St Suite 300
Burlington, VT 05401
Top 2% by experience in Burlington
Fiduciary
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Morgan Stanley
41yrs
Joseph Phillips
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 3% by experience nationwide
CFP®Fiduciary
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Primerica Advisors
41yrs
Robert Walker
Financial advisor
368 River St Suite 142
Springfield, VT 05156
Top 3% by experience nationwide
Fiduciary
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Cambridge Investment Research Advisors
41yrs
Kevin Ryan
Financial advisor
Quechee, VT
Top 3% by experience nationwide
Fiduciary
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Cetera Investment Advisers
40yrs
Lawrence Raff
Financial advisor
Stratton, VT
Top 4% by experience at Cetera Investment Advisers
PlanningInvesting
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Lifemark Securities
40yrs
Mark Waskow
Financial advisor
Barre, VT
Top advisor by experience in Barre
ChFCFiduciary
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Edward Jones
40yrs
Leo Connolly
Financial advisor
47 Vermont Route 66
Randolph, VT 05060
Top 1% by experience at Edward Jones
Fiduciary
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LPL Financial
40yrs
Richard Flood
Financial advisor
1233 Shelburne Rd #E3
South Burlington, VT 05403
Top 4% by experience nationwide
Fiduciary
Call Directions
Morgan Stanley
40yrs
Matthew Higgins
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 4% by experience nationwide
Fiduciary
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Morgan Stanley
40yrs
Matthew Smith
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 4% by experience nationwide
Fiduciary
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Bennington Financial Planning Group
40yrs
Donald McKenna
Financial advisor
207 West Main Street
Bennington, VT 05201
Top advisor by experience in Bennington
CFP®
Call Directions
UBS Financial Services
40yrs
Jessica Anderson
Financial advisor
67 Merchants Row Suite 102
Rutland, VT 05701
Top 4% by experience nationwide
CFP®Fiduciary
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Cetera Investment Advisers
40yrs
Daniel Reagan
Financial advisor
171 Battery Street Suite 1
Burlington, VT 05401
Top 2% by experience in Burlington
ChFCFiduciary
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Merrill
39yrs
Carl Cascella
Financial advisor
39 Bonnet St
Manchester Center, VT 05255
Top 5% by experience at Merrill
Fiduciary
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LPL Financial
39yrs
Heidi Clute
Financial advisor
1233 Shelburne Rd., Suite 202
South Burlington, VT 05403
Top 5% by experience nationwide
CFP®
Call Directions
Raymond James & Associates
39yrs
Richard Kowalski
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 3% by experience in Burlington
Fiduciary
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