Top 10 advisors in Vermont
We’ve curated a list of the best financial advisors in Vermont, take a look at it below
Find an advisor in Vermont| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $24,842,024,370 | 11 advisors | ||
| 2 | $15,987,680,758 | 42 advisors | ||
| 3 | $574,568,032 | 13 advisors | ||
| 4 | $499,675,083 | 11 advisors | ||
| 5 | $459,493,716 | 5 advisors | ||
| 6 | $375,804,686 | 11 advisors | ||
| 7 | $285,126,849 | 4 advisors | ||
| 8 | $210,506,714 | 5 advisors | ||
| 9 | $206,320,850 | 6 advisors | ||
| 10 | $189,173,652 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Vermont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vermont. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Gsam Stable Value, LLC
Assets under management
$24,842,024,370
Fee structure
A percentage of assets under your management
ADDITIONAL INFORMATION ON FEES CHARGED CAN BE FOUND IN PART 2A
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
2. Champlain Investment Partners, LLC
Assets under management
$15,987,680,758
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. Hanson & Doremus Investment Management
Assets under management
$574,568,032
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
Roboadvisory Service, And Also Provide Subadvisory Services To Another Investment Adviser
4. Summit Wealth Group LLC
Assets under management
$499,675,083
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. M. Kraus & Company
Assets under management
$459,493,716
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
6. Silverlake Wealth Management LLC
Assets under management
$375,804,686
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
7. Broadlake Financial Management
Assets under management
$285,126,849
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
8. Birchview Capital, Lp
Assets under management
$210,506,714
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
9. Intrack Investment Management, Inc.
Assets under management
$206,320,850
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
NEGOTIATED FEE STRUCTURE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting-incidential Only, Money Coaching
- Not sure which one to choose?Use our smart matching tool
10. Copper Leaf Financial, LLC
Assets under management
$189,173,652
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Your first meeting is free.