Top 10 advisors in Vermont

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

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].