Best Financial Advisor Firms Vermont 2025

Written by AdvisorSearch.org

February 05, 2025

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, AdvisorSearch.org gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in Vermont in 2024.

Best Firms in Vermont

Click any column header to sort the table, or click any firm to see a detailed review.

Company	Overall	Assets Under Management	Total Clients	Total Advisors	Average Client Balance
American Investment Services		$1.2 billion	499	7	$2.5 million
Apella Wealth		$3.3 billion	3,300	40	$1.0 million
Broadlake Financial Management		$322.5 million	483	4	$667,723
Brophy Wealth Management		$407.3 million	418	2	$974,516
Cambridge Financial Group		$258.1 million	221	3	$1.2 million
Cape ANN Capital		$187.0 million	256	3	$730,440
Carret Asset Management		$3.1 billion	2,525	11	$1.2 million
Cincinnati Asset Management		$2.4 billion	6,312	8	$378,975
Clark Capital Management Group		$25.9 billion	30,934	24	$838,262
Claro Advisors		$1.0 billion	1,019	17	$1.0 million
Clean Yield Asset Management		$538.8 million	241	3	$2.2 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions		$22.4 billion	4,264	28	$5.2 million
Clinton Investment Management		$2.8 billion	1,402	8	$2.0 million
Connecticut Wealth Management		$3.2 billion	1,388	40	$2.3 million
Cottage Street Advisors		$237.9 million	127	2	$1.9 million
Curbstone Financial Management Corp		$372.0 million	265	6	$1.4 million
Delta Financial Group		$1.2 billion	1,093	4	$1.1 million
Dock Street Asset Management		$732.9 million	131	3	$5.6 million
EP Wealth Advisors		$22.3 billion	13,185	195	$1.7 million
Estabrook Capital Management		$863.7 million	794	5	$1.1 million
Evanson Asset Management		$5.1 billion	1,005	5	$5.1 million
Fagan Associates		$677.0 million	1,610	2	$420,521
Fairview Capital		$1.8 billion	220	1	$8.0 million
Familywealth Asset Management		$175.1 million	412	4	$424,887
Flexible Plan Investments		$1.4 billion	11,773	6	$120,660
Foster Group		$3.2 billion	1,840	47	$1.8 million
Frazier Financial Advisors		$767.9 million	666	8	$1.2 million
Freedom Investment Management		$2.0 billion	9,859	17	$204,068
Frontier Asset Management		$5.3 billion	3,525	13	$1.5 million
Genesis Wealth Advisors		$175.2 million	229	6	$765,055
Geowealth Management		$12.3 billion	49,816	20	$247,576
Gibson Capital		$2.4 billion	202	6	$12.0 million
Glassman Wealth Services		$2.1 billion	368	11	$5.6 million
Godsey & Gibb Wealth Management		$1.3 billion	799	9	$1.6 million
Grimes & Company		$4.9 billion	3,599	30	$1.3 million
Hanson & Doremus Investment Management		$736.7 million	546	11	$1.3 million
Hudson Advisor Services		$255.7 million	279	3	$916,560
Hudson Valley Investment Advisors		$1.4 billion	1,285	12	$1.1 million
Intrack Investment Management		$264.2 million	186	3	$1.4 million
Ironwood Investment Counsel		$1.4 billion	510	8	$2.7 million
Jacobi Capital Management		$1.7 billion	2,492	23	$679,151
King Wealth Management Group		$931.3 million	674	7	$1.4 million
M. Kraus & Company		$523.5 million	226	4	$2.3 million
Mainstay Capital Management		$4.2 billion	3,441	15	$1.2 million
Marotta Wealth Management		$591.2 million	370	11	$1.6 million
Matson Money		$19.6 billion	30,605	9	$641,967
Merit Financial Advisors		$7.3 billion	11,475	139	$631,994
Middleton & Company		$1.0 billion	352	6	$3.0 million
Modera Wealth Management		$12.5 billion	5,684	106	$2.2 million
Montis Financial		$638.8 million	247	10	$2.6 million
MSA Financial		$1.2 billion	1,318	8	$886,946
New England Capital Financial Advisors		$528.8 million	1,121	6	$471,755
Novem Group		$1.2 billion	3,033	29	$385,964
Oak Financial Group		$141.1 million	139	2	$1.0 million
Orgel Wealth Management		$7.1 billion	3,813	31	$1.9 million
Parallel Advisors		$7.1 billion	3,658	63	$1.9 million
Park Piedmont Advisors		$862.0 million	536	7	$1.6 million
Parsons Capital Management		$1.9 billion	737	13	$2.6 million
Pathway Financial Advisors		$783.0 million	200	5	$3.9 million
Patten and Patten		$1.9 billion	709	4	$2.7 million
Pinney & Scofield		$666.2 million	285	3	$2.3 million
Portland Global Advisors		$894.6 million	258	9	$3.5 million
Prentiss Smith & Company		$439.1 million	655	6	$670,329
Rebalance		$1.3 billion	673	9	$2.0 million
Richmond Capital Management		$5.6 billion	175	13	$31.9 million
Rockbridge Investment Management		$1.5 billion	1,568	12	$947,186
Sage Advisory Services CO		$22.7 billion	8,128	38	$2.8 million
Shufro, Rose & Co		$2.0 billion	1,269	9	$1.6 million
Sigfig Wealth Management		$2.8 billion	79,642	4	$35,120
SKY Investment Group		$765.3 million	371	8	$2.1 million
Slavic Mutual Funds Management Corp		$5.6 billion	1,098	13	$5.1 million
Stadion Money Management		$2.3 billion	50,984	15	$45,756
Steigerwald, Gordon & Koch - Wealth Advisors		$1.1 billion	646	7	$1.6 million
Stonehearth Capital Management		$386.7 million	509	4	$759,811
Suncoast Equity Management		$1.4 billion	834	11	$1.6 million
Symmetry Partners		$5.9 billion	11,453	15	$513,352
Tandem Investment Advisors		$3.2 billion	9,811	9	$330,206
TFC Financial Management		$1.4 billion	394	8	$3.5 million
The Financial Advisors		$981.1 million	728	7	$1.3 million
The Mather Group		$10.5 billion	4,245	91	$2.5 million
TOM Johnson Investment Management		$1.5 billion	5,627	6	$267,561
Wealthcare Capital Management		$2.6 billion	4,611	34	$559,518
Wingate Wealth Advisors		$1.2 billion	617	16	$2.0 million
Zevin Asset Management		$787.8 million	420	4	$1.9 million

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Methodology

Every month AdvisorSearch.org’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in Vermont 2024.

Firm has:

• Jurisdiction in Vermont
• SEC registration
• No reported conflicts of interest*
• No reported disciplinary history
• At least 10 years in business
• Total clients: 100+
• Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by AdvisorSearch.org: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

About the Editorial Team

AdvisorSearch.org is your trustworthy guide to the world of financial advisors. Founded in 2018 as an unbiased resource, it empowers consumers to research and compare financial advisory firms with confidence.