Top 6 advisors in Burlington

Top 6 advisors in Burlington

We’ve curated a list of the best financial advisors in Burlington, take a look at it below

Find an advisor in Burlington
# 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 $210,506,714 5 advisors
5 $101,435,134 3 advisors
6 $20,323,434 10 advisors

How we came up with this list

To generate our top financial advisors list in Burlington, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Burlington. 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. 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

  • 5. 44 North Capital, LLC

    Assets under management

    $101,435,134

    Fee structure

    A percentage of assets under your management

    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

    Publication Of Periodicals Or Newsletters

    Consulting

  • 6. Teucrium Investment Advisors, LLC

    Assets under management

    $20,323,434

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Investment Companies

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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].