Best Financial Advisor Firms Vermont 2026

Written by AdvisorSearch.org

May 08, 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
1834 Investment Advisors Co		$2.2 billion	542	19	$4.1 million
Alaska Wealth Advisors		$1.2 billion	672	12	$1.7 million
American Investment Services		$1.3 billion	478	6	$2.7 million
Apella Wealth		$9.8 billion	8,000	93	$1.2 million
Blbb Advisors		$3.3 billion	1,632	12	$2.0 million
Broadlake Financial Management		$369.0 million	471	4	$783,479
Brophy Wealth Management		$532.5 million	391	4	$1.4 million
Cambridge Financial Group		$331.3 million	318	3	$1.0 million
Cape ANN Capital		$198.8 million	248	2	$801,590
Carret Asset Management		$3.2 billion	2,588	10	$1.2 million
Charter Oak Capital Management		$1.6 billion	1,397	13	$1.1 million
Cincinnati Asset Management		$2.5 billion	6,033	8	$419,616
Clark Capital Management Group		$30.6 billion	33,985	23	$899,052
Claro Advisors		$1.3 billion	999	16	$1.3 million
Clean Yield Asset Management		$571.2 million	257	5	$2.2 million
Clearstead; Clearstead Advisory Solutions		$33.9 billion	4,819	34	$7.0 million
Clinton Investment Management		$3.9 billion	2,146	12	$1.8 million
Connecticut Wealth Management		$4.5 billion	1,517	50	$3.0 million
Cottage Street Advisors		$333.8 million	135	2	$2.5 million
Curbstone Financial Management Corp		$385.4 million	266	6	$1.4 million
Dock Street Asset Management		$1.1 billion	178	2	$6.2 million
Ellevest		$1.0 billion	342	13	$3.0 million
EP Wealth Advisors		$35.6 billion	14,834	214	$2.4 million
Estabrook Capital Management		$933.3 million	767	5	$1.2 million
Evanson Asset Management		$5.9 billion	998	4	$5.9 million
Fagan Associates		$940.7 million	1,800	3	$522,629
Fairfield, Bush & Co		$589.0 million	253	3	$2.3 million
Fairview Capital		$2.0 billion	233	1	$8.6 million
Familywealth Asset Management		$180.9 million	424	4	$426,557
Flexible Plan Investments		$1.5 billion	10,885	5	$141,145
Foster Group		$4.8 billion	2,101	54	$2.3 million
Freedom Investment Management		$568.7 million	520	6	$1.1 million
Frontier Asset Management		$5.5 billion	3,240	11	$1.7 million
Future Capital		$2.0 billion	15,521	2	$129,876
Genesis Wealth Advisors		$200.1 million	231	6	$866,121
Geowealth Management		$17.6 billion	51,018	20	$344,477
Gibson Capital		$3.0 billion	247	5	$12.3 million
Glassman Wealth Services		$2.6 billion	399	13	$6.4 million
Godsey & Gibb Wealth Management		$1.6 billion	831	13	$1.9 million
Guideline Investments		$16.5 billion	87,973	2	$187,499
Hanson & Doremus Investment Management		$1.1 billion	622	10	$1.7 million
Hudson Advisor Services		$312.2 million	323	4	$966,635
Human Interest Advisors		$8.1 billion	831,446	2	$9,747
Intrack Investment Management		$275.7 million	189	4	$1.5 million
Investment Advisory Group		$1.2 billion	1,542	5	$789,234
Ironwood Investment Counsel		$1.8 billion	554	12	$3.2 million
JAG Capital Management		$1.9 billion	1,068	13	$1.8 million
King Wealth Management Group		$1.1 billion	719	8	$1.5 million
Lincoln Capital Corporation		$418.3 million	270	3	$1.5 million
M. Kraus & Company		$559.3 million	228	5	$2.5 million
Mainstay Capital Management		$4.8 billion	3,381	16	$1.4 million
Marotta Wealth Management		$686.0 million	366	9	$1.9 million
Matson Money		$20.6 billion	30,142	8	$682,467
Mcrae Capital Management		$795.0 million	820	5	$969,543
Middleton & Company		$1.2 billion	368	7	$3.4 million
Modera Wealth Management		$17.7 billion	6,308	113	$2.8 million
Monte Financial Group		$482.4 million	434	7	$1.1 million
Montis Financial		$1.3 billion	580	16	$2.2 million
MSA Financial		$1.4 billion	1,338	8	$1.1 million
New England Capital Financial Advisors		$673.0 million	1,211	6	$555,748
Novem Group		$1.7 billion	3,653	32	$470,200
Oak Financial Group		$177.2 million	131	2	$1.4 million
Oliver Luxxe Assets		$981.9 million	463	5	$2.1 million
Optivest		$319.4 million	108	3	$3.0 million
Orange Investment Advisors		$1.7 billion	1,391	8	$1.2 million
Orgel Wealth Management		$9.5 billion	3,976	31	$2.4 million
Parallel Advisors		$10.3 billion	4,240	74	$2.4 million
Parsons Capital Management		$2.4 billion	746	14	$3.2 million
Pathway Financial Advisors		$1.6 billion	253	6	$6.5 million
Patten and Patten		$2.2 billion	879	3	$2.5 million
Pinney & Scofield		$858.7 million	295	3	$2.9 million
Portland Global Advisors		$1.2 billion	304	11	$3.9 million
Prentiss Smith & Company		$453.1 million	319	5	$1.4 million
Pure Financial Advisors		$11.1 billion	7,509	76	$1.5 million
RED Lighthouse Investment Management		$612.2 million	110	1	$5.6 million
Richmond Capital Management		$5.9 billion	166	8	$35.7 million
Rockbridge Investment Management		$1.8 billion	1,587	12	$1.2 million
Sage Advisory Services CO		$28.4 billion	14,363	40	$2.0 million
Sagewood Asset Management		$2.7 billion	257	3	$10.4 million
Shufro, Rose & Co		$2.5 billion	1,331	9	$1.9 million
Sigfig Wealth Management		$3.6 billion	106,361	4	$33,666
Silverlake Wealth Management		$849.1 million	1,072	11	$792,047
SKY Investment Group		$850.9 million	380	8	$2.2 million
Slavic Mutual Funds Management Corp		$5.0 billion	655	10	$7.6 million
Stadion Money Management		$2.7 billion	49,626	13	$54,178
Sterling Financial Planning		$760.8 million	578	8	$1.3 million
Stonehearth Capital Management		$425.4 million	490	5	$868,186
Symmetry Partners		$4.7 billion	8,909	17	$530,996
Tandem Investment Advisors		$3.5 billion	10,432	10	$330,798
TCI Wealth Advisors		$5.4 billion	3,268	42	$1.6 million
TFC Financial Management		$1.8 billion	415	10	$4.3 million
The Mather Group		$13.4 billion	4,773	97	$2.8 million
The Patriot Financial Group		$2.6 billion	2,545	34	$1.0 million
The Wealth Conservatory		$138.4 million	124	3	$1.1 million
TOM Johnson Investment Management		$1.6 billion	5,631	6	$289,928
Wingate Wealth Advisors		$1.4 billion	649	15	$2.2 million
Zevin Asset Management		$1.0 billion	768	4	$1.3 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.