Vermont · 107 advisers
Financial Advisors in Vermont
Falists is the most comprehensive public directory of financial advisors in Vermont — 107 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.
Total advisers
107
With website
100
Largest AUM
$144.00B
Financial planning
57
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Vermont
Ranked by AUM and profile completeness · Data from SEC IAPD
BAILLIE GIFFORD OVERSEAS LTD
Edinburgh, VT
AUM
$144.00B
Team
144 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
+44 131 275 2000
BLACKROCK ASSET MANAGEMENT NORTH ASIA LIMITED
Hong Kong, VT
AUM
$140.25B
Team
108 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
852 3903 2800
BLACKROCK (SINGAPORE) LIMITED
Singapore, VT
AUM
$70.33B
Team
109 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
65 6411 3000
NLG CAPITAL LLC
Montpelier, VT
AUM
$46.55B
Team
48 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
802-229-3773
BLACKROCK INTERNATIONAL LIMITED
Edinburgh, VT
AUM
$30.78B
Team
58 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 131 4727200
AUM
$26.68B
Team
73 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
866-777-4015
VONTOBEL SWISS FINANCIAL ADVISERS
Zurich, VT
AUM
$11.94B
Team
60 advisors
Clients
—
Fees
Percentage of AUM
+41-58-2388111
CHAMPLAIN INVESTMENT PARTNERS, LLC
Burlington, VT
AUM
$10.18B
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(802) 846-6200
CLEARBRIDGE INVESTMENT MANAGEMENT LIMITED
Edinburgh, VT
AUM
$9.89B
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 131 229 5252
Team
8 advisors
Clients
0
Fees
Hourly charges; Fixed fees
831-333-2060
MASECO PRIVATE WEALTH
London, VT
AUM
$4.96B
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM
+44 20 7043 0455
MANCHESTER CAPITAL MANAGEMENT LLC
Manchester, VT
AUM
$2.83B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
802-362-4410
ESI FINANCIAL ADVISORS
Montpelier, VT
AUM
$2.78B
Team
460 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
800-344-7437
MAPLE CAPITAL MANAGEMENT, INC.
Montpelier, VT
AUM
$2.58B
Team
27 advisors
Clients
51-100
Fees
Percentage of AUM
802-229-2838
BLACKROCK ASSET MANAGEMENT SCHWEIZ AG
Zurich, VT
AUM
$2.43B
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
41 44 297 7373
AUM
$2.05B
Team
24 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
707-758-0171
ALPEN PARTNERS INTERNATIONAL AG
Freienbach, VT
AUM
$2.03B
Team
37 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
0041581057550
RAYMOND JAMES (USA) LTD
Vancouver, VT
AUM
$1.99B
Team
145 advisors
Clients
11-25
Fees
Percentage of AUM
877-570-7558
LGT WEALTH MANAGEMENT US LIMITED
London, VT
AUM
$1.80B
Team
14 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
+44 203 207 8000
PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, VT
AUM
$1.65B
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
802-660-7086
FORUSALL
VT
AUM
$1.50B
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
844-401-2253
ONE DAY IN JULY LLC
Burlington, VT
AUM
$1.36B
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(802) 503-8280
BMO NESBITT BURNS SECURITIES LTD.
Toronto, Ontario, VT
AUM
$1.20B
Team
216 advisors
Clients
11-25
Fees
Percentage of AUM
416-624-5509
HANSON & DOREMUS INVESTMENT MANAGEMENT
Burlington, VT
AUM
$1.06B
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
802-658-2668
Cities in Vermont
Browse financial advisors by city across Vermont
The Vermont advisor database on Falists
Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.