ChooseAFinancialAdvisor.com
All states

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

Morgan Stanley
34yrs
George Smith
Financial advisor
90 Merchants Row
Rutland, VT 05702
Top 9% by experience nationwide
Fiduciary
Call Directions
Kestra Advisory Services
34yrs
Timothy Cope
Financial advisor
620 Hinesburg Rd. Suite 200
South Burlington, VT 05403
Top 9% by experience nationwide
Fiduciary
Call Directions
Berger Financial Group
34yrs
Amy Fracaro-Choate
Financial advisor
110 Kimball Avenue Suite 240
South Burlington, VT 05403
Top 10% by experience in Vermont
Fiduciary
Call Directions
Hanson & Doremus Investment Management
34yrs
Anne Doremus
Financial advisor
431 Pine Street Suite 302
Burlington, VT 05402
Top advisor by experience at Hanson & Doremus Investment Management
CFAFiduciaryFee-only firm
Call Directions
Silverlake Wealth Management
34yrs
Robert Eddy
Financial advisor
33 Blair Park Road Suite 100
Williston, VT 05495
Top 10% by experience nationwide
Fiduciary
Call Directions
Morgan Stanley
34yrs
Danielle Hogan
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 10% by experience nationwide
Fiduciary
Call Directions
Commonwealth Financial Network
34yrs
Deborah Lane
Financial advisor
160 Benmont Avenue
Bennington, VT 05201
Top 10% by experience nationwide
CFP®Fiduciary
Call Directions
ESI Financial Advisors
34yrs
Frank Lucia
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 10% by experience in Montpelier
Fiduciary
Call Directions
LPL Financial
34yrs
Maurice Sleeper
Financial advisor
162 North Main Street, Suite 200
Barre, VT 05641
Top 9% by experience in Barre
Fiduciary
Call Directions
Belpointe Asset Management
34yrs
Henry Howard
Financial advisor
Shelburne, VT
Top 10% by experience at Belpointe Asset Management
Fiduciary
Call Directions
Woodstock Wealth Management
34yrs
Richard Girgis
Financial advisor
Killington, VT
Top 10% by experience nationwide
Fiduciary
Call Directions
Merrill
33yrs
Adam Ihasz
Financial advisor
39 Bonnet St
Manchester Center, VT 05255
Top 10% by experience at Merrill
Fiduciary
Call Directions
Milne Financial Planning
33yrs
James Milne
Financial advisor
770 Railroad Street
Saint Johnsbury, VT 05819
Top advisor by experience in Saint Johnsbury
CFP®
Call Directions
Manchester Capital Management
33yrs
Edward Cronin
Financial advisor
3657 Main Street
Manchester, VT 05254
Top advisor by experience in Manchester
Fiduciary
Call Directions
Morgan Stanley
33yrs
Damon Kinzie
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 11% by experience nationwide
Fiduciary
Call Directions
ESI Financial Advisors
33yrs
Michael Branda
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 11% by experience nationwide
CFP®ChFC
Call Directions
ESI Financial Advisors
33yrs
Alec Hoke
Financial advisor
354 Mountain View Dr. Suite 200
Colchester, VT 05446
Top 12% by experience in Vermont
Fiduciary
Call Directions
ESI Financial Advisors
33yrs
Alex David
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 12% by experience in Vermont
Fiduciary
Call Directions
Kestra Advisory Services
33yrs
Craig Eilers
Financial advisor
105 Mad River Green Suite 2
Waitsfield, VT 05673
Top 12% by experience nationwide
Fiduciary
Call Directions
Cetera Investment Advisers
33yrs
Timothy Peyko
Financial advisor
S Burlington, VT
Top 12% by experience nationwide
Fiduciary
Call Directions
Prentiss Smith & Company
33yrs
Prentiss Smith
Financial advisor
950 Western Avenue
Brattleboro, VT 05301
Top 12% by experience in Brattleboro
Fiduciary
Call Directions
Raymond James & Associates
33yrs
Theresa Swett
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 8% by experience in Burlington
Fiduciary
Call Directions
Merrill
33yrs
Adam Walsh
Financial advisor
Londonderry, VT
Top 11% by experience at Merrill
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