Investment adviser firms in SOUTH BURLINGTON, Vermont
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
6 firms · Source months shown: August 2026
- ELEY FINANCIAL MANAGEMENT, INC.CRD 105057 · SOUTH BURLINGTON, VT$409,558,720.00Regulatory AUM · August 2026
- FARROW FINANCIAL INCCRD 110526 · SOUTH BURLINGTON, VT$280,146,758.00Regulatory AUM · August 2026
- INTRACK INVESTMENT MANAGEMENT, INC.CRD 106450 · SOUTH BURLINGTON, VT$275,749,648.00Regulatory AUM · August 2026
- PATHWAY FINANCIAL ADVISORS, LLCCRD 124801 · SOUTH BURLINGTON, VT$1,649,189,273.00Regulatory AUM · August 2026
- POULOS ADVISORS, INC.CRD 141905 · SOUTH BURLINGTON, VT$150,420,377.00Regulatory AUM · August 2026
- QUANTUM LEAP CAPITAL, LLCCRD 165310 · SOUTH BURLINGTON, VT$120,541,805.00Regulatory AUM · August 2026