Falists

Vermont · 11 advisers

Financial Advisors in South Burlington, Vermont

Looking for a financial advisor in South Burlington, Vermont? Falists indexes 11 SEC-registered and state-registered investment advisers in South Burlington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 11 firms list a website you can visit directly. Firms in this directory manage up to $1.65B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

11

With website

11

Largest AUM

$1.65B

Financial planning

10

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth10Planning10Trusts9Retirement5Institutional6

Top advisors in South Burlington

Ranked by AUM · Fees, team & specialties at a glance

View all 11 →

EMG

South Burlington, VT

AUM

$57.0M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

802-879-1881

Full profileVisit site →

More cities in Vermont

Burlington (18)London (5)Edinburgh (3)Manchester Center (3)Montpelier (3)Shelburne (3)Toronto, Ontario (3)Manchester (2)Norwich (2)Williston (2)Zurich (2)Bennington (1)

Common questions

How many financial advisors are in South Burlington, Vermont?
11 registered investment advisers are listed in our South Burlington directory, sourced from public SEC filings.
What types of advisors are in South Burlington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in South Burlington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.