Investment adviser firms in Vermont
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
31 firms · Source months shown: August 2026
- 44 NORTH CAPITAL, LLCCRD 327552 · BURLINGTON, VT$125,122,374.00Regulatory AUM · August 2026
- ADDISON ADVISORS LLCCRD 154744 · MIDDLEBURY, VT$582,695,913.00Regulatory AUM · August 2026
- ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCCRD 312253 · SHELBURNE, VT$318,898,746.00Regulatory AUM · August 2026
- BENNINGTON FINANCIAL PLANNING GROUPCRD 116302 · BENNINGTON, VT$281,490,701.00Regulatory AUM · August 2026
- BIRCHVIEW CAPITAL, LPCRD 170534 · BURLINGTON, VT$239,112,096.00Regulatory AUM · August 2026
- CHAMPLAIN INVESTMENT PARTNERS, LLCCRD 132474 · BURLINGTON, VT$10,175,097,502.00Regulatory AUM · August 2026
- CLEAN YIELD GROUP INCCRD 104826 · NORWICH, VT$571,222,836.00Regulatory AUM · August 2026
- COPPER LEAF FINANCIAL, LLCCRD 285378 · WILLISTON, VT$219,554,121.00Regulatory AUM · August 2026
- DWV ADVISORS, LLCCRD 154148 · ESSEX JUNCTION, VT$156,605,177.00Regulatory AUM · August 2026
- ELEY FINANCIAL MANAGEMENT, INC.CRD 105057 · SOUTH BURLINGTON, VT$409,558,720.00Regulatory AUM · August 2026
- EQUITY SERVICES, INC.CRD 265 · MONTPELIER, VT$2,777,353,969.00Regulatory AUM · August 2026
- FARROW FINANCIAL INCCRD 110526 · SOUTH BURLINGTON, VT$280,146,758.00Regulatory AUM · August 2026
- HANSON & DOREMUS INVESTMENT MANAGEMENTCRD 108045 · BURLINGTON, VT$1,060,897,838.00Regulatory AUM · August 2026
- HUTNER CAPITAL MANAGEMENT INC.CRD 107896 · MANCHESTER, VT$271,166,293.00Regulatory AUM · August 2026
- INTRACK INVESTMENT MANAGEMENT, INC.CRD 106450 · SOUTH BURLINGTON, VT$275,749,648.00Regulatory AUM · August 2026
- M. KRAUS & COMPANYCRD 106749 · SHELBURNE, VT$559,278,035.00Regulatory AUM · August 2026
- MANCHESTER CAPITAL MANAGEMENT LLCCRD 110003 · MANCHESTER, VT$2,832,800,084.00Regulatory AUM · August 2026
- MAPLE CAPITAL MANAGEMENT, INC.CRD 130209 · MONTPELIER, VT$2,579,565,974.00Regulatory AUM · August 2026
- NLG CAPITAL LLCCRD 109396 · MONTPELIER, VT$46,546,821,614.00Regulatory AUM · August 2026
- ONE DAY IN JULY LLCCRD 284335 · BURLINGTON, VT$1,363,708,936.00Regulatory AUM · August 2026
- OTTO & ASSOCIATES, INC.CRD 109493 · NORWICH, VT$286,640,870.00Regulatory 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
- PRENTISS SMITH & COMPANY, INC.CRD 110928 · BRATTLEBORO, VT$453,050,280.00Regulatory AUM · August 2026
- QUANTUM LEAP CAPITAL, LLCCRD 165310 · SOUTH BURLINGTON, VT$120,541,805.00Regulatory AUM · August 2026
- ROCK POINT ADVISORS, LLCCRD 130825 · BURLINGTON, VT$655,711,792.00Regulatory AUM · August 2026
- SILVERLAKE WEALTH MANAGEMENT LLCCRD 165525 · WILLISTON, VT$849,074,948.00Regulatory AUM · August 2026
- STAGE 2 PLANNING PARTNERS LLCCRD 323281 · S BURLINGTON, VT$106,498,446.00Regulatory AUM · August 2026
- TEUCRIUM INVESTMENT ADVISORS, LLCCRD 318799 · BURLINGTON, VT$277,436,623.00Regulatory AUM · August 2026
- WESTVIEW MANAGEMENT LLCCRD 305655 · BURLINGTON, VT$228,645,287.00Regulatory AUM · August 2026
- WILLIAMS FINANCIAL, LLCCRD 137038 · NORTH BENNINGTON, VT$209,922,715.00Regulatory AUM · August 2026