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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

Clean Yield Asset Management
32yrs
Eric Becker
Financial advisor
16 Beaver Meadow Rd.
Norwich, VT 05055
Top advisor by experience in Norwich
CFAFiduciary
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Manchester Capital Management
32yrs
Bartholomew Earley
Financial advisor
3657 Main Street
Manchester, VT 05254
Top 13% by experience nationwide
CFACFP®Fiduciary
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Raymond James & Associates
32yrs
George Ewins
Financial advisor
40 Main Street Suite 400
Burlington, VT 05401
Top 9% by experience in Burlington
Fiduciary
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Commonwealth Financial Network
32yrs
Kenneth Lane
Financial advisor
160 Benmont Avenue
Bennington, VT 05201
Top 13% by experience nationwide
Fiduciary
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ESI Financial Advisors
32yrs
David Mysliwiec
Financial advisor
354 Mountain View Dr. Suite 200
Colchester, VT 05446
Top 13% by experience nationwide
Fiduciary
Call Directions
Broadlake Financial Management
32yrs
Joseph Diebold
Financial advisor
99 Swift St Suite 305
S Burlington, VT 05403
Top 13% by experience nationwide
CFP®Fiduciary
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Stage 2 Planning Partners
32yrs
Christopher Douglass
Financial advisor
1233 Shelburne Rd E6
S Burlington, VT 05403
Top 13% by experience nationwide
ChFCFiduciary
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Pochop Financial Management
32yrs
Rene Pochop
Financial advisor
1233 Shelburne Road Suite 420
South Burlington, VT 05403
Top 13% by experience nationwide
CFP®FiduciaryFee-only firm
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Wealth Enhancement Advisory Services
32yrs
Donald Dempsey
Financial advisor
1223 Shelburne Rd Suite 410
South Burlington, VT 05403
Top 13% by experience nationwide
CFP®Fiduciary
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Morgan Stanley
32yrs
William Edwards
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 13% by experience nationwide
Fiduciary
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Bennington Financial Planning Group
32yrs
Michael McKenna
Financial advisor
207 West Main Street
Bennington, VT 05201
Top 13% by experience nationwide
Fiduciary
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Morgan Stanley
32yrs
Omar Graddock
Financial advisor
628 Mountain Road Suite 1
Stowe, VT 05672
Top advisor by experience in Stowe
PlanningInvesting
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Ameriprise Financial Services
32yrs
Jared Larrow
Financial advisor
120 Kimball Ave Suite 100
South Burlington, VT 05403
Top 13% by experience nationwide
CFP®ChFCFiduciary
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Morgan Stanley
32yrs
Joyce Pike
Financial advisor
105 West View Road 5th Floor
Colchester, VT 05446
Top 13% by experience nationwide
Fiduciary
Call Directions
Intrack Investment Management
32yrs
Myron Sopher
Financial advisor
1233 Shelburne Road, Suite D6b Same AS 1
South Burlington, VT 05403
Top 14% by experience nationwide
FiduciaryFee-only firm
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Primerica Advisors
32yrs
Patrick Dunn
Financial advisor
4 Grove St
Brandon, VT 05733
Top 14% by experience nationwide
Fiduciary
Call Directions
Wells Fargo Advisors
32yrs
Raymond Murphy
Financial advisor
180 Battery St Suite 300
Burlington, VT 05401
Top 10% by experience in Burlington
Fiduciary
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LPL Financial
32yrs
Joseph Preddy
Financial advisor
316 North Main Street
Barre, VT 05641
Top 13% by experience in Barre
CFP®Fiduciary
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ESI Financial Advisors
31yrs
Gregory Teese
Financial advisor
One National Life Drive
Montpelier, VT 05604
Top 14% by experience nationwide
Fiduciary
Call Directions
Prospera Financial Services
31yrs
John Harm
Financial advisor
South Burlington, VT
Top 14% by experience nationwide
CFP®Fiduciary
Call Directions
Morgan Stanley
31yrs
Heidi Chamberlain
Financial advisor
90 Merchants Row
Rutland, VT 05702
Top 14% by experience in Rutland
Fiduciary
Call Directions
Voya Financial Advisors
31yrs
Christopher Greeley
Financial advisor
Waitsfield, VT
Top 11% by experience at Voya Financial Advisors
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